Integrate Square with Insightful
Send information between Square and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Insightful 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 Insightful when a 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 Insightful.
Create a task in Insightful each time a new order is made in Square
Square + Insightful
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Supported triggers and actions
Integrate Square and Insightful 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
Employee created
Triggers when a new employee is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Team created
Triggers when a new team is created
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 team
Creates a new team
Create employee
Creates a new employee
Create project
Creates a new project
Create task
Creates a new task
Update task
Updates the details of an existing task
Update team
Updates the details of an existing team
Deactivate employee
Deactivates an existing employee
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Fetch project
Fetches the details of an existing project using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch task
Fetches the details of an existing task using ID
Fetch team
Fetches the details of an existing team using ID
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
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What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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Logic
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Custom functions
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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