Connect Square and Salesflare
Integrate Square with Salesflare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find User in Salesflare when New Customer Created in Square
Add Contact to Account in Salesflare when New Customer Created in Square
Create Account in Salesflare when New Customer Created in Square
Create Call in Salesflare when New Customer Created in Square
Create Contact in Salesflare when New Customer Created in Square
Popular Square + Salesflare 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
Salesflare
Automatically do this!
Find account
Find Contact
Find Opportunity
Find Person
Find Pipeline Stage
Find User
Find a Workflow
Add Contact to Account
Add User to Account
Create Account
Create Call
Create Contact
Create Internal Note
Create Meeting
Remove a Contact From Workflow
Create Opportunity
Create Task
Update Account
Update Contact
Update Opportunity
List Accounts
List Contacts
List Opportunities
List Users
List Pipelines
Find User in Salesflare when New Customer Created in Square
Use this flowAdd Contact to Account in Salesflare when New Customer Created in Square
Use this flowCreate Account in Salesflare when New Customer Created in Square
Use this flowCreate Call in Salesflare when New Customer Created in Square
Use this flowCreate Contact in Salesflare when New Customer Created in Square
Use this flowCreate Internal Note in Salesflare when New Customer Created in Square
Use this flowFind Person in Salesflare when New Payment Created in Square
Use this flowFind Pipeline Stage in Salesflare when New Payment Created in Square
Use this flowFind User in Salesflare when New Payment Created in Square
Use this flowCreate Account in Salesflare when New Payment Created in Square
Use this flowSupported Triggers & Actions
Everything you can automate between Square and Salesflare.
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 Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Square and Salesflare 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 Salesflare 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 Salesflare. No coding required.
Yes. You can set up a workflow where Square triggers actions in Salesflare, and a separate workflow where Salesflare 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 Salesflare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Square and Salesflare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
