Integrate Square with Teamleader
Send information between Square and Teamleader automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in Teamleader for every new order placed through Square
Track new orders by creating deals and monitor their progress through predefined stages. This flow will create a new deal in Teamleader for every new order created in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new deal in Teamleader.
Set up a new deal in Teamleader for every new order placed through Square
Square + Teamleader
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Supported triggers and actions
Integrate Square and Teamleader 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
Contact added
Triggers when a new contact is added
Time tracking updated
Triggers when the details of an existing time tracking are updated
Invoice booked
Triggers when an invoice is booked
Time tracking created
Triggers when a new time tracking is created
Invoice paid
Triggers when an invoice is paid
Product created
Triggers when a new product is created
Company created
Triggers when a new company is added
Deal accepted
Triggers when a deal is accepted
Deal created
Triggers when a new deal is created
Project created
Triggers when a new project 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 project
Creates a new project
Link contact to company
Links a contact to the specified company
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by ID
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
What is Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
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