Connect CheckFlow and Square to Build Intelligent Automations

Choose a Trigger

CheckFlow

When this happens...

Choose an Action

Square

Automatically do this!

Ready to use CheckFlow and Square automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Task Completed

Task Completed

Triggers when a new task is created in Checkflow.

File Uploaded

File Uploaded

Triggers when a new file is uploaded within a task.

New Checklist

New Checklist

Triggers when a new checklist is created.

New Customer Created

New Customer Created

Triggers when a new customer is created.

New Payment Created

New Payment Created

Triggers when a new payment is created.

Payment Updated

Payment Updated

Triggers when a payment is updated.

Do thisActions

Action is the task that follows automatically within your CheckFlow integrations.

Create a Checklist

Create a Checklist

Creates a new checklist

Share Checklist

Share Checklist

Creates a shared URL for a valid Checklist Id

Update a Customer

Update a Customer

Update an existing customer

Add customer to a group

Add customer to a group

Add a customer to a specified group

Create Customer

Create Customer

Create a new customer

Find Customer

Find Customer

Search for a customer by email, phone, company or name.

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Frequently Asked Questions

How do I start an integration between CheckFlow and Square?

To start, connect both your CheckFlow and Square accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in Square (or vice versa).

Can we customize how data from CheckFlow is recorded in Square?

Absolutely. You can customize how CheckFlow data is recorded in Square. This includes choosing which data fields go into which fields of Square, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CheckFlow and Square?

The data sync between CheckFlow and Square typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CheckFlow to Square?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CheckFlow and Square?

Yes, you can set conditional logic to control the flow of data between CheckFlow and Square. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

CheckFlow

About CheckFlow

Checkflow is a powerful tool designed to streamline and automate your workflow processes. It helps teams manage tasks, track progress, and ensure that all steps in a process are completed efficiently. With Checkflow, you can create custom workflows, assign tasks, and monitor the status of each project in real-time, making it an essential tool for enhancing productivity and collaboration.

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Square

About Square

Square is a comprehensive platform that offers a range of tools and services for businesses, primarily focusing on payment processing, point-of-sale solutions, and financial services.

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