Integrate Square with Teamwork CRM

Send information between Square and Teamwork CRM automatically, without writing any code, using Zoho Flow.

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A new deal in Teamwork CRM whenever a new order is created in Square

Create deals for new orders to keep your sales team informed and follow up promptly. This integration will set up a new deal in Teamwork CRM for every new order placed through Square.

How it works
  1. The flow triggers when a new order is created in Square.
  2. Zoho Flow creates a new deal in Teamwork CRM.
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A new deal in Teamwork CRM whenever a new order is created in Square

Square + Teamwork CRM

Build your own integrations between Square and Teamwork CRM

Connect Square and Teamwork CRM 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 Teamwork CRM 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

Contact updated

Triggers when a contact is updated

Note created

Triggers when a new note is created

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

Deal updated

Triggers when a deal is updated

Company updated

Triggers when a company is updated

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 contact

Creates a new contact

Create lost reason

Creates a new lost reason

Create note

Creates a new note

Create deal

Creates a new deal

Create company

Creates a new company

Create product

Creates a new product

What is Square?

Square is payment processing software with features such as categorization of items, inventory management, and sales history.

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

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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.

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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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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