Connect Square and ringbyname to Build Intelligent Automations

Choose a Trigger

Square

When this happens...

Choose an Action

ringbyname

Automatically do this!

Enable Integrations or automations with these events of Square and ringbyname

Enable Integrations or automations with these events of Square and ringbyname

Triggers

New Customer Created

New Customer Created

Triggers when a new customer is created.

New Payment Created

New Payment Created

Triggers when a new payment is created.

Payment Updated

Payment Updated

Triggers when a payment is updated.

Order Updated

Order Updated

Triggers when a order is updated.

Customer Updated

Customer Updated

Triggers when a customer is updated.

Refund Created

Refund Created

Triggers when a refund is created.

Actions

Update a Customer

Update a Customer

Update an existing customer

Add customer to a group

Add customer to a group

Add a customer to a specified group

Create Customer

Create Customer

Create a new customer

Find Customer

Find Customer

Search for a customer by email, phone, company or name.

Remove Customer From Group

Remove Customer From Group

Removes a customer from a group.

Create Customer Group

Create Customer Group

Create a new customer group.

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Frequently Asked Questions

How do I start an integration between Square and ringbyname?

To start, connect both your Square and ringbyname accounts to viaSocket. Once connected, you can set up a workflow where an event in Square triggers actions in ringbyname (or vice versa).

Can we customize how data from Square is recorded in ringbyname?

Absolutely. You can customize how Square data is recorded in ringbyname. This includes choosing which data fields go into which fields of ringbyname, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Square and ringbyname?

The data sync between Square and ringbyname typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Square to ringbyname?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Square and ringbyname?

Yes, you can set conditional logic to control the flow of data between Square and ringbyname. 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.

Square

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.

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ringbyname

About ringbyname

RingByName is a cloud-based phone service. It helps you build stronger relationships with your customers with CRM features.

Learn More