Integrate Square with TeamGrid
Send information between Square and TeamGrid automatically, without writing any code, using Zoho Flow.
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Create a task in TeamGrid each time a new order is made in Square
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to TeamGrid whenever a new order is placed in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new task in TeamGrid.
Create a task in TeamGrid each time a new order is made in Square
Square + TeamGrid
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Supported triggers and actions
Integrate Square and TeamGrid 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
Task created
Triggers when a task is created
Task completed
Triggers when task is completed
Contact created
Triggers when a new contact is created
Project completed
Triggers when a project is completed
Project created
Triggers when a new project 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 task
Creates a new task
Complete project
Completes an existing project
Create project
Creates a new project
Complete task
Completes an existing task
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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Webhook triggers
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Logic
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Custom functions
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
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Toto
Technical Engineer, Master Liveaboards
