Integrate Square with Clientify

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

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

Enable your sales team to track their pipeline by auto-creating deals for new orders. This integration will set up a new deal in Clientify for every new order placed through Square.

How it works
  1. The flow triggers when a new order is created in Square.
  2. Zoho Flow creates a new deal in Clientify.
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Create a new deal in Clientify for each new order placed in Square

Square + Clientify

Build your own integrations between Square and Clientify

Connect Square and Clientify with over 1000+ 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 Clientify using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

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

Fetch company

Fetches the details of an existing company using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Create task

Creates a new task

Create contact

Creates a new contact

Create deal

Creates a new deal

Fetch user

Fetches the details of an existing user using ID

Fetch task

Fetches the details of an existing task using ID

What is Square?

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

What is Clientify?

Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.

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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