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
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
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity 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 activity
Creates a new activity
Create contact
Creates a new contact
Create deal
Creates a new deal
Create company
Creates a new company
Update contact
Updates the details of an existing contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch deal
Fetches the details of a deal by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
Fetch activity
Fetches the details of an activity by title or ID
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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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
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Technical Engineer, Master Liveaboards
