Integrate Square with Yodiz

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

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

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in Yodiz when a order is created 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 the selected user story in Yodiz.
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Initiate a new task in Yodiz whenever an order is created in Square

Square + Yodiz

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Supported triggers and actions

Integrate Square and Yodiz 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

User story created

Triggers when a new user story is created

Epic created

Triggers when a new epic is created

Task created

Triggers when a new task is created in a user story

Issue created

Triggers when a new issue 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 epic

Creates a new epic

Create user story

Creates a new user story

Update user story

Updates the details of an existing user story

Update issue

Updates the details of an existing issue

Create task

Creates a new task in the selected user story

Update epic

Updates the details of an existing epic

Create issue

Creates a new issue

Update task

Updates the details of 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 Yodiz?

Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.

Project Management

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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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

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

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