Integrate Square with Yodiz

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

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Initiate a new task in Yodiz whenever an order is created in Square

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in Yodiz 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 user story in Yodiz.
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Initiate a new task in Yodiz whenever an order is created in Square

Square + Yodiz

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Supported triggers and actions

Integrate Square and Yodiz 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

Epic created

Triggers when a new epic is created

Issue created

Triggers when a new issue is created

Task created

Triggers when a new task is created in a user story

User story created

Triggers when a new user story 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 user story

Creates a new user story

Update epic

Updates the details of an existing epic

Create task

Creates a new task in the selected user story

Update user story

Updates the details of an existing user story

Create issue

Creates a new issue

Create epic

Creates a new epic

Update issue

Updates the details of an existing issue

Update task

Updates the details of an existing task

What is Square?

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

What is Yodiz?

Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.

Project Management

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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