Connect ProductPlan and Square to Build Intelligent Automations
Choose a Trigger
When this happens...
New Bar Appears on Roadmap
Roadmap Is Updated
Roadmap Bar Is Updated
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Bar Appears on Roadmap
Runs when New Bar Appears on Roadmap
Roadmap Is Updated
Runs when roadmap is updated
Roadmap Bar Is Updated
Runs when roadmap bar is updated
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.
Do thisActions
Action is the task that follows automatically within your ProductPlan integrations.
Create New Bar
Add a new bar to your roadmap.
Get Roadmap Bars
Get all bars for a roadmap.
Update Bar
Update a roadmap bar by ID.
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 ProductPlan and Square accounts to viaSocket. Once connected, you can set up a workflow where an event in ProductPlan triggers actions in Square (or vice versa).
Absolutely. You can customize how ProductPlan 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 ProductPlan 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 ProductPlan 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 ProductPlan
Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
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.
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