Connect Square and Instantly
Integrate Square with Instantly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a Customer in Square when New Lead in Campaign in Instantly.ai
Add customer to a group in Square when New Lead in Campaign in Instantly.ai
Create Customer in Square when New Lead in Campaign in Instantly.ai
Find Customer in Square when New Lead in Campaign in Instantly.ai
Remove Customer From Group in Square when New Lead in Campaign in Instantly.ai
Popular Square + Instantly flows
Start from a real workflow other teams are already running.
Choose a trigger
Square
When this happens...
New Customer Created
New Payment Created
Payment Updated
Order Updated
Customer Updated
Refund Created
Invoice Payment Made
New Subscription Created
Customer Deleted
Location Updated
New Location
New Order
Order Fulfillment Updated
New Order Fulfillment
Choose an action
Instantly
Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
Update Campaign
Update a Customer in Square when New Lead in Campaign in Instantly.ai
Use this flowAdd customer to a group in Square when New Lead in Campaign in Instantly.ai
Use this flowCreate Customer in Square when New Lead in Campaign in Instantly.ai
Use this flowFind Customer in Square when New Lead in Campaign in Instantly.ai
Use this flowRemove Customer From Group in Square when New Lead in Campaign in Instantly.ai
Use this flowCreate Customer Group in Square when New Lead in Campaign in Instantly.ai
Use this flowUpdate a Customer Group in Square when New Lead in Campaign in Instantly.ai
Use this flowFind Customer Group in Square when New Lead in Campaign in Instantly.ai
Use this flowFind a Merchant in Square when New Lead in Campaign in Instantly.ai
Use this flowUpdate a Customer in Square when New Email Received
Use this flowSupported Triggers & Actions
Everything you can automate between Square and Instantly.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Refund Created
Triggers when a refund is created.
Do thisActions
Action is the task that follows automatically within your Square integrations.
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.
Create Customer Group
Create a new customer 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 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
About Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Square and Instantly 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 Square and Instantly 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 Instantly. No coding required.
Yes. You can set up a workflow where Square triggers actions in Instantly, and a separate workflow where Instantly triggers actions in Square. 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 Square and Instantly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Square and Instantly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
