Connect Holded and Square
Integrate Holded with Square to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Holded when New Customer Created in Square
List Contacts from Holded when New Customer Created in Square
Update Contact in Holded when New Customer Created in Square
Create Product in Holded when New Customer Created in Square
List Products in Holded when New Customer Created in Square
Popular Holded + Square flows
Start from a real workflow other teams are already running.
Choose a trigger
Holded
When this happens...
New Contact
Choose an action
Square
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
Create Contact in Holded when New Customer Created in Square
Use this flowList Contacts from Holded when New Customer Created in Square
Use this flowUpdate Contact in Holded when New Customer Created in Square
Use this flowCreate Product in Holded when New Customer Created in Square
Use this flowList Products in Holded when New Customer Created in Square
Use this flowList Sales Channels from Holded when New Customer Created in Square
Use this flowCreate Payment in Holded when New Customer Created in Square
Use this flowList Payments in Holded when New Customer Created in Square
Use this flowGet Taxes from Holded when New Customer Created in Square
Use this flowGet Purchase Order in Holded when New Customer Created in Square
Use this flowSupported Triggers & Actions
Everything you can automate between Holded and Square.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact created.
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.
Do thisActions
Action is the task that follows automatically within your Holded integrations.
Create Contact
Create a new contact.
List Contacts
Retrieve contacts from Holded, with optional filters for phone, mobile, email, custom ID, or code. Supports pagination (cursor and limit).
Update Contact
Update a specific contact.
Create Product
Create a new product.
List Products
Get all your products.
List Sales Channels
Get all your sales channels
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Holded and Square accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Holded and Square as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Square. No coding required.
Yes. You can set up a workflow where Holded triggers actions in Square, and a separate workflow where Square triggers actions in Holded. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Holded and Square. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Holded and Square integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
