Connect Pitchit and Square
Integrate Pitchit with Square to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Lead to Pitchit to Pitchit when New Customer Created in Square
Add Lead to Pitchit to Pitchit when New Payment Created in Square
Add Lead to Pitchit to Pitchit when Payment Updated in Square
Add Lead to Pitchit to Pitchit when Order Updated in Square
Add Lead to Pitchit to Pitchit when Customer Updated in Square
Popular Pitchit + Square flows
Start from a real workflow other teams are already running.
Choose a trigger
Pitchit
When this happens...
When a new pitch is created
When a meeting is booked
When a lead's priority changes
When a lead's insights are updated
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
Add Lead to Pitchit to Pitchit when New Customer Created in Square
Use this flowAdd Lead to Pitchit to Pitchit when New Payment Created in Square
Use this flowAdd Lead to Pitchit to Pitchit when Payment Updated in Square
Use this flowAdd Lead to Pitchit to Pitchit when Order Updated in Square
Use this flowAdd Lead to Pitchit to Pitchit when Customer Updated in Square
Use this flowAdd Lead to Pitchit to Pitchit when Refund Created in Square
Use this flowAdd Lead to Pitchit to Pitchit when Invoice Payment Made in Square
Use this flowAdd Lead to Pitchit to Pitchit when New Subscription Created in Square
Use this flowAdd Lead to Pitchit to Pitchit when Customer Deleted in Square
Use this flowAdd Lead to Pitchit to Pitchit when Location Updated in Square
Use this flowSupported Triggers & Actions
Everything you can automate between Pitchit and Square.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new pitch is created
Runs the workflow automatically when a new pitch is created in Pitchit.
When a meeting is booked
Runs the workflow automatically whenever a meeting is booked in the account.
When a lead's priority changes
Runs the workflow automatically whenever any lead's priority is changed.
When a lead's insights are updated
Runs the workflow automatically whenever any lead's insights are updated in the account.
New Customer Created
Triggers when a new customer is created.
New Payment Created
Triggers when a new payment is created.
Do thisActions
Action is the task that follows automatically within your Pitchit integrations.
Add Lead to Pitchit
Adds a new lead to Pitchit and assigns them to the selected campaign.
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.
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 Pitchit
Pitchit is an innovative AI-driven platform designed to enhance your pitching skills and presentations. It leverages advanced AI tools to provide feedback, suggestions, and improvements for your pitches, ensuring you deliver compelling and effective presentations every time.
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 Pitchit 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 Pitchit 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 Pitchit triggers actions in Square, and a separate workflow where Square triggers actions in Pitchit. 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 Pitchit and Square. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pitchit 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.
