Integrate Square with ClickUp

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

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Create a task in ClickUp each time a new order is made in Square

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in ClickUp 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 under the selected list in ClickUp.
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Create a task in ClickUp each time a new order is made in Square

Square + ClickUp

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Supported triggers and actions

Integrate Square and ClickUp using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Order created

Triggers when a new order is created

Inventory adjustment made

Triggers when a new inventory adjustment is made

Payment created

Triggers when a new payment is created

Customer created

Triggers when a new customer is created

Task status updated

Triggers when the status of a task in the selected space is updated

List created

Triggers when a new list is created

List updated

Triggers when any detail of an existing list is updated

Folder updated

Triggers when any detail of an existing folder is updated

Folder created

Triggers when a new folder is created

Task created

Triggers when a new task is created

Time entry created

Triggers when a new time entry is created

Task moved

Triggers when a task is moved in the selected space

Task updated

Triggers when any detail of a task in the selected space is updated

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Create order

Create a new order

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 tax

Fetches the tax details of an item using ID or name

Fetch discount

Fetches the details of a discount using ID or name

Fetch item variant

Fetches the details of an item variant using ID or SKU

Fetch inventory stock

Fetches the details of an existing inventory variant

Fetch item

Fetches the details of an item using ID or name

Fetch customer

Fetches the details of an existing customer

Create subtask

Creates a new subtask under the specified task

Create task

Creates a new task under the selected list

Create checklist

Creates a checklist for the specified task

Create task using template

Creates a new task using an existing template

Create list

Creates a new list

Create folder

Creates a new folder

Add comment

Adds a comment to the specified task

Update task custom field

Updates the details of an existing task custom field

Update list

Updates the details of the specified list

Update task

Updates the details of the specified task

Fetch task

Fetches the details of an existing task by ID and custom fields

What is Square?

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

What is ClickUp?

ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.

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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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 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

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.

Neville Mader

Director, Perth Security Services

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