Integrate Expensify with Square

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

Build your own integrations between Expensify and Square

Connect Expensify and Square with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Expensify and Square using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Policy created

Triggers when a new policy is created

Report created

Triggers when a new report is created

Report status changed

Triggers when the status of a report is changed to the selected option

Order created

Triggers when a new order is created

Inventory adjustment made

Triggers when a new inventory adjustment is made

Payment created

Triggers when a new payment is created

Customer created

Triggers when a new customer is created

All Actions - Actions are the automated tasks

Fetch report

Fetches the details of a specified report by report ID

Create expense item

Creates a single expense item

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Create order

Create a new order

Create item

Creates a new item

Update customer

Updates the details of an existing customer using customer ID

Update item

Updates the details of an existing item

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 variant

Fetches the details of an item variant using ID or SKU

Fetch inventory stock

Fetches the details of an existing inventory variant

Fetch item

Fetches the details of an item using ID or name

Fetch customer

Fetches the details of an existing customer

What is Expensify?

Expensify is expense management software that provides invoicing, bill processing, and other related financial tools and services. You can set up automatic approval, duplicate expense detection, and also inbox and guided review.

What is Square?

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

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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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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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