Integrate Square with Teamgate

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

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Set up a new deal in Teamgate for every new order placed through Square

Track new orders by creating deals and monitor their progress through predefined stages. This flow will set up a new deal in Teamgate for each new order placed in Square.

How it works
  1. The flow triggers when a new order is created in Square.
  2. Zoho Flow creates a new deal in Teamgate.
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Set up a new deal in Teamgate for every new order placed through Square

Square + Teamgate

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Supported triggers and actions

Integrate Square and Teamgate 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

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Lead unqualified

Triggers when a lead is unqualified

Deal created

Triggers when a new deal is created

Lead created

Triggers when a new lead is created

Deal lost

Triggers when a deal is lost

Lead converted to person

Triggers when a lead is converted to person

Deal won

Triggers when a deal is won

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 lead

Creates a new lead

Create company

Creates a new company

Create deal

Creates a new deal

Create person

Creates a new person

Fetch user

Fetches the details of the specified user using ID, name or email address.

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

Fetch comapny

Fetches a company using company name, code or email address.

Fetch people

Fetches the details of the specified people using ID, name, email address or phone number.

Fetch lead

Fetches a lead using ID or name

What is Square?

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

What is Teamgate?

Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.

CRM

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Webhook triggers

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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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CEO, Lakeside CNC Group

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.

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Toto

Technical Engineer, Master Liveaboards

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