Integrate Square with Podio

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

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Create a task in Podio each time a new order is made in Square

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in Podio each time a new order is made 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 Podio.
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Create a task in Podio each time a new order is made in Square

Square + Podio

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Supported triggers and actions

Integrate Square and Podio 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

Update Item

Triggers when an existing item is updated

New Organization

Triggers when a new organization is created

New Item

Triggers when a new item is created

New Task

Triggers when a new task is created in the selected workspace

New Application

Triggers when a new app is created in the selected workspace

New Workspace

Triggers when a new workspace is created

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 Task

Creates a new task

Create Status

Creates a new status in the selected workspace

What is Square?

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

What is Podio?

Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams.

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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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

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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