Integrate Square with Salesmate
Send information between Square and Salesmate automatically, without writing any code, using Zoho Flow.
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Set up a new deal in Salesmate for every new order placed through Square
Track new orders by creating deals and monitor their progress through predefined stages. This integration will set up a new deal in Salesmate for every new order placed through Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new deal in Salesmate.
Set up a new deal in Salesmate for every new order placed through Square
Square + Salesmate
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Supported triggers and actions
Integrate Square and Salesmate 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
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company 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 deal
Creates a new deal
Create activity
Creates a new activity
Create company
Creates a new company
Create contact
Creates a new contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch company
Fetches the details of a company by name, ID, or website
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch deal
Fetches the details of a deal by title or 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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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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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
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CEO, Fabricroot
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
