Integrate Square with Workast
Send information between Square and Workast automatically, without writing any code, using Zoho Flow.
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Create a new task in Workast when a order is created in Square
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Workast whenever an order is created in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new task in Workast.
Create a new task in Workast when a order is created in Square
Square + Workast
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Supported triggers and actions
Integrate Square and Workast 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 new task is created in a space
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 Space
Creates a new Space
Create task
Creates a new task
Move task
Move tasks between Spaces
Mark task as completed
Marks a task as completed
Fetch user
Fetches the details of an existing user by email address
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
What is Workast?
Workast is a collaborative task management tool for teams on Slack. It lets teams create tasks, organize daily work, manage projects and more.
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.
Learn more >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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
