Integrate Square with Teamwork CRM

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

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A new deal in Teamwork CRM whenever a new order is created in Square

Create deals for new orders to keep your sales team informed and follow up promptly. This integration will set up a new deal in Teamwork CRM for every new order placed through Square.

How it works
  1. The flow triggers when a new order is created in Square.
  2. Zoho Flow creates a new deal in Teamwork CRM.
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A new deal in Teamwork CRM whenever a new order is created in Square

Square + Teamwork CRM

Build your own integrations between Square and Teamwork CRM

Connect Square and Teamwork CRM with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Square and Teamwork CRM 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

Company updated

Triggers when a company is updated

Deal updated

Triggers when a deal is updated

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Note created

Triggers when a new note is created

Contact updated

Triggers when a contact is updated

Deal created

Triggers when a new deal 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 deal

Creates a new deal

Create company

Creates a new company

Create contact

Creates a new contact

Create note

Creates a new note

Create product

Creates a new product

Create lost reason

Creates a new lost reason

What is Square?

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

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

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Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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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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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

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

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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