Connect DataForms.io and Square to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for DataForms.io
Choose an Action
Automatically do this!
Update a Customer
Add customer to a group
Create Customer
Find Customer
Remove Customer From Group
Create Customer Group
Update a Customer Group
Find Customer Group
Find a Merchant
Ready to use DataForms.io and Square automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Created
Triggers when a new customer is created.
New Payment Created
Triggers when a new payment is created.
Payment Updated
Triggers when a payment is updated.
Order Updated
Triggers when a order is updated.
Customer Updated
Triggers when a customer is updated.
Refund Created
Triggers when a refund is created.
Do thisActions
Action is the task that follows automatically within your DataForms.io integrations.
Create Form
Creates a new form in DataForms.io using a selected template, title, and submission settings.
Find Form, Template or Entry
Finds a form, template, or entry in your DataForms account by name or code and returns it.
Delete Form
Permanently remove a form so it no longer appears or can be used.
Update a Customer
Update an existing customer
Add customer to a group
Add a customer to a specified group
Create Customer
Create a new customer
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Frequently Asked Questions
To start, connect both your DataForms.io and Square accounts to viaSocket. Once connected, you can set up a workflow where an event in DataForms.io triggers actions in Square (or vice versa).
Absolutely. You can customize how DataForms.io 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.
The data sync between DataForms.io and Square typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between DataForms.io 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.
About DataForms.io
Web-based form builder for businesses that creates, templates, and embeds custom forms on websites with team collaboration and role-based permissions. Provides integrations and a RESTful API for automations and programmatic access.
Learn MoreAbout 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.
Learn More
