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
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new deal in Teamgate.
Set up a new deal in Teamgate for every new order placed through Square
Square + Teamgate
Build your own integrations between Square and 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
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
Lead converted to person
Triggers when a lead is converted to person
Company created
Triggers when a new company is created
Lead created
Triggers when a new lead is created
Deal won
Triggers when a deal is won
Lead unqualified
Triggers when a lead is unqualified
Deal lost
Triggers when a deal is lost
Person created
Triggers when a new person 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 company
Creates a new company
Create person
Creates a new person
Create lead
Creates a new lead
Create deal
Creates a new deal
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch comapny
Fetches a company using company name, code or email address.
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch lead
Fetches a lead using ID or name
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
Build comprehensive workflows using
Webhook triggers
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
