Connect Productlane and Square
Integrate Productlane with Square to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a Customer in Square when New Company in Productlane
Add customer to a group in Square when New Company in Productlane
Create Customer in Square when New Company in Productlane
Find Customer in Square when New Company in Productlane
Remove Customer From Group in Square when New Company in Productlane
Popular Productlane + Square flows
Start from a real workflow other teams are already running.
Choose a trigger
Productlane
When this happens...
New Company
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
Update a Customer in Square when New Company in Productlane
Use this flowAdd customer to a group in Square when New Company in Productlane
Use this flowCreate Customer in Square when New Company in Productlane
Use this flowFind Customer in Square when New Company in Productlane
Use this flowRemove Customer From Group in Square when New Company in Productlane
Use this flowCreate Customer Group in Square when New Company in Productlane
Use this flowUpdate a Customer Group in Square when New Company in Productlane
Use this flowFind Customer Group in Square when New Company in Productlane
Use this flowFind a Merchant in Square when New Company in Productlane
Use this flowUpdate a Customer in Square when New Contact in Productlane
Use this flowSupported Triggers & Actions
Everything you can automate between Productlane and Square.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Trigger when new company is add in your account.
New Contact
Triggers when a new contact is 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.
Do thisActions
Action is the task that follows automatically within your Productlane integrations.
Create Note
Creates a new Note on Productlane.
Create Contact
Creates a new contact.
Create Company
Create's a new company in your account.
Delete Company
Delete a specific company by its id.
Create Segment
Creates a new segment.
Delete Contact
Deletes a specific contact by ID from the contact list.
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 Productlane
Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.
Learn moreSimilar apps
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 Productlane 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 Productlane 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 Productlane triggers actions in Square, and a separate workflow where Square triggers actions in Productlane. 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 Productlane and Square. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Productlane 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.
