Integrate Square with Workast

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

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Create a new task in Workast when a order is created in Square

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Workast whenever an order is created in Square.

How it works
  1. The flow triggers when a new order is created in Square.
  2. Zoho Flow creates a new task in Workast.
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Create a new task in Workast when a order is created in Square

Square + Workast

Build your own integrations between Square and Workast

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Supported triggers and actions

Integrate Square and Workast 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

Task created

Triggers when a new task is created in a space

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 Space

Creates a new Space

Mark task as completed

Marks a task as completed

Move task

Move tasks between Spaces

Fetch user

Fetches the details of an existing user by email address

What is Square?

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

What is Workast?

Workast is a collaborative task management tool for teams on Slack. It lets teams create tasks, organize daily work, manage projects and more.

Task Management

Build comprehensive workflows using

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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

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