Connect KanbanFlow and Square to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Is Created
Task Is Moved
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 KanbanFlow and Square automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Is Created
Runs when New Task Is Created
Task Is Moved
Runs when Task Is Moved between columns or swimlanes
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.
Do thisActions
Action is the task that follows automatically within your KanbanFlow integrations.
Create Task
Create a task in a column or swimlane
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
Find Customer
Search for a customer by email, phone, company or name.
Remove Customer From Group
Removes a customer from a group.
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Frequently Asked Questions
To start, connect both your KanbanFlow and Square accounts to viaSocket. Once connected, you can set up a workflow where an event in KanbanFlow triggers actions in Square (or vice versa).
Absolutely. You can customize how KanbanFlow 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 KanbanFlow 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 KanbanFlow 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 KanbanFlow
KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
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
