Integrate Square with EngageBay

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

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Set up a new deal in EngageBay for every new order placed through Square

Enable sales reps to view new orders through the creation of deals in your marketing, sales, support and CRM application instantly. This flow will create a new deal in EngageBay for every new order created in Square.

How it works
  1. The flow triggers when a new order is created in Square.
  2. Zoho Flow creates a new deal in EngageBay.
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Set up a new deal in EngageBay for every new order placed through Square

Square + EngageBay

Build your own integrations between Square and EngageBay

Connect Square and EngageBay with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Square and EngageBay using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Inventory adjustment made

Triggers when a new inventory adjustment is made

Customer created

Triggers when a new customer is created

Payment created

Triggers when a new payment is created

Order created

Triggers when a new order is created

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create item

Creates a new item

Create order

Create a new order

Create invoice

Creates a new invoice

Create customer

Creates a new customer

Update item

Updates the details of an existing item

Update customer

Updates the details of an existing customer using customer ID

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 discount

Fetches the details of a discount using ID or name

Fetch item

Fetches the details of an item using ID or name

Fetch customer

Fetches the details of an existing customer

Fetch item variant

Fetches the details of an item variant using ID or SKU

Create deal

Creates a new deal

Create contact

Creates a new contact

Create company

Creates a new company

Create task

Creates a new task

Create event

Creates a new event

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

What is Square?

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

What is EngageBay?

EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.

CRM Marketing Automation

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Webhook triggers

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Logic

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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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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 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

Toto

Technical Engineer, Master Liveaboards

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