Integrate Square with PipelineDeals
Send information between Square and PipelineDeals automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in PipelineDeals for each new order placed in Square
Track new orders by creating deals and monitor their progress through predefined stages. This flow will set up a new deal in PipelineDeals for each new order placed in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new deal in PipelineDeals.
Create a new deal in PipelineDeals for each new order placed in Square
Square + PipelineDeals
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Supported triggers and actions
Integrate Square and PipelineDeals 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
New deal
Triggers when a new deal is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New person, lead, or contact
Triggers when a new person, lead, or 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 activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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
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Technical and Operations Head, TruAct
