Integrate Square with PipelineDeals

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

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Create a new deal in PipelineDeals for each new order placed in Square

Track new orders by creating deals and monitor their progress through predefined stages. This flow will set up a new deal in PipelineDeals for each new order placed 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 PipelineDeals.
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Create a new deal in PipelineDeals for each new order placed in Square

Square + PipelineDeals

Build your own integrations between Square and PipelineDeals

Connect Square and PipelineDeals 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 PipelineDeals 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

Updated deal stage

Triggers when a deal is moved from one stage to another

Updated deal status

Triggers when the status of an existing deal is updated

New deal

Triggers when a new deal is created

New person, lead, or contact

Triggers when a new person, lead, or contact 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

Add person

Adds a new person

Create task

Creates a new calendar task

Create activity

Creates a new activity associated with an existing person, company, or deal

Create deal

Creates a new deal

What is Square?

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

What is PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

CRM

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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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

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Director, Perth Security Services

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Technical Engineer, Master Liveaboards

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