Integrate Square with EngageBay
Send information between Square and EngageBay automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in EngageBay for every new order placed through Square
Enable sales reps to view new orders through the creation of deals in your marketing, sales, support and CRM application instantly. This flow will create a new deal in EngageBay for every new order created in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new deal in EngageBay.
Set up a new deal in EngageBay for every new order placed through Square
Square + EngageBay
Build your own integrations between Square and EngageBay
Connect Square and EngageBay with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Square and EngageBay using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is created
Inventory adjustment made
Triggers when a new inventory adjustment is made
Payment created
Triggers when a new payment is created
Order created
Triggers when a new order is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create order
Create a new order
Create invoice
Creates a new invoice
Create item
Creates a new item
Update customer
Updates the details of an existing customer using customer ID
Update item
Updates the details of an existing item
Fetch discount
Fetches the details of a discount using ID or name
Fetch tax
Fetches the tax details of an item using ID or name
Fetch inventory stock
Fetches the details of an existing inventory variant
Fetch item variant
Fetches the details of an item variant using ID or SKU
Fetch item
Fetches the details of an item using ID or name
Fetch customer
Fetches the details of an existing customer
Create company
Creates a new company
Create contact
Creates a new contact
Create deal
Creates a new deal
Create event
Creates a new event
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
What is EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
