Integrate Square with Todoist

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

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Initiate a new task in Todoist whenever an order is created in Square

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Todoist each time a new order is made in Square.

How it works
  1. The flow triggers when a new order is created in Square.
  2. Zoho Flow creates a new task in Todoist.
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Initiate a new task in Todoist whenever an order is created in Square

Square + Todoist

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Supported triggers and actions

Integrate Square and Todoist 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

Incomplete task added

Triggers when an incomplete task is added to the selected project

Project created

Triggers when a new project is created

Task completed

Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.

New section

Triggers when a new section is added

Any task completed

Triggers when a task (including recurring tasks) is completed in the selected project

Completed task with label

Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.

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

Add comment to task

Adds a comment to a task

Create project

Creates a new project

Add comment to project

Adds a comment to a project

Create task

Creates a new task

Invite user to project

Invites a user to a project by email

Archive project

Archives the specified project

Mark task as completed

Marks the specified task as completed

Update task

Updates the details of an existing task

Move task

Moves the specified task to the selected project

Mark task as incomplete

Marks the specified task as incomplete

Fetch user

Fetches the details of an existing user by email address. The user must be connected to your account.

Fetch project

Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.

Fetch task

Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.

What is Square?

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

What is Todoist?

Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.

To-Do Lists

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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