Integrate Forecast with Square
Send information between Forecast and Square automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Forecast whenever an order is created in Square
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Forecast each time a new order is made in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new task in Forecast.
Initiate a new task in Forecast whenever an order is created in Square
Square + Forecast
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Supported triggers and actions
Integrate Forecast and Square using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New milestone
Triggers when a new milestone is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
Item variant created or updated
Triggers when a new item variant is created or details of an existing one are updated
Item created or updated
Triggers when a new item is created or details of an existing one are updated
Customer created
Triggers when a new customer is created
Inventory adjustment made
Triggers when a new inventory adjustment is made
Order created
Triggers when a new order is created
Payment created
Triggers when a new payment is created
All Actions - Actions are the automated tasks
Create milestone
Creates a new milestone in the selected project
Create sprint
Creates a new sprint in the selected project
Create client
Creates a new client
Add person
Adds a new person
Create label
Creates a new label
Create task
Creates a new task
Create time registration
Creates a new time registration
Create project
Creates a new project
Create subtask
Creates a new sub task/to-do
Fetch label
Fetches an existing label by name
Create quick pay payment link
Creates a new quick pay payment link
Create order payment link
Creates a new order payment link
Create invoice
Creates a new invoice
Create item
Creates a new item
Create order
Create a new order
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 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
Fetch tax
Fetches the tax details of an item using ID or name
Fetch inventory stock
Fetches the details of an existing inventory variant
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
Similar apps
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
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Learn more >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 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
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
