Integrate Square with LiquidPlanner
Send information between Square and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Create a task in LiquidPlanner each time a new order is made in Square
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to LiquidPlanner whenever a new order is placed in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new task in LiquidPlanner.
Create a task in LiquidPlanner each time a new order is made in Square
Square + LiquidPlanner
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Supported triggers and actions
Integrate Square and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order is created
Inventory adjustment made
Triggers when a new inventory adjustment is made
Payment created
Triggers when a new payment is created
Customer created
Triggers when a new customer is created
New or updated comment
Triggers when a comment is created or updated
New or updated document
Triggers when a document is created or updated
New or updated task
Triggers when a task is created or updated
New or updated package
Triggers when a package is added or updated
New or updated project
Triggers when a project is created or updated
New or updated client
Triggers when a new client is added or details of an existing client are updated
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create order
Create a new order
Create item
Creates a new item
Update customer
Updates the details of an existing customer using customer ID
Update item
Updates the details of an existing item
Fetch customer
Fetches the details of an existing customer
Fetch item
Fetches the details of an item using ID or name
Fetch inventory stock
Fetches the details of an existing inventory variant
Fetch tax
Fetches the tax details of an item using ID or name
Fetch item variant
Fetches the details of an item variant using ID or SKU
Fetch discount
Fetches the details of a discount using ID or name
Create a milestone
Creates a new milestone
Create an event
Create a full day event
Create a package
Creates a new package
Create a project
Creates a new project
Create folder
Creates a new folder
Create a task
Creates a new task
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
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What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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Logic
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Custom functions
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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
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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
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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
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