Integrate Square with EngageBay
Send information between Square and EngageBay automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in EngageBay for every new order placed through Square
Enable sales reps to view new orders through the creation of deals in your marketing, sales, support and CRM application instantly. This flow will create a new deal in EngageBay for every new order created in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new deal in EngageBay.
Set up a new deal in EngageBay for every new order placed through Square
Square + EngageBay
Build your own integrations between Square and EngageBay
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Supported triggers and actions
Integrate Square and EngageBay using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Payment created
Triggers when a new payment is created
Customer created
Triggers when a new customer is created
Order created
Triggers when a new order is created
Inventory adjustment made
Triggers when a new inventory adjustment is made
Deal created
Triggers when a new deal 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 order
Create a new order
Create item
Creates a new item
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Update item
Updates the details of an existing item
Update customer
Updates the details of an existing customer using customer ID
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 customer
Fetches the details of an existing customer
Fetch item
Fetches the 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
Create task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Create company
Creates a new company
Create event
Creates a new event
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
Similar apps
What is EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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Learn more >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 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
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
