Integrate Square with Workstack

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

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Create a task in Workstack 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 create a new task in Workstack when a 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 the selected todo in Workstack.
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Create a task in Workstack each time a new order is made in Square

Square + Workstack

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Supported triggers and actions

Integrate Square and Workstack 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 todo list

Triggers when a new todo list is created in the selected project

New meeting

Triggers when a new meeting is created for the selected user

New todo

Triggers when a new todo is created in the selected project

New task

Triggers when a new task is created for the selected user

New project

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 todo

Creates a new todo in the selected project

Create project

Creates a new project

Create meeting

Creates a new meeting

Create task

Creates a new task in the selected todo

Create todo list

Creates a new todo list in the selected project

What is Square?

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

What is Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

Build comprehensive workflows using

Webhook triggers

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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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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

Owain ap Rees

Sales Director, Artico

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

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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