Integrate Connecteam with Square to automate your work
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Frequently Asked Questions about Connecteam + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Connecteam and Square
How do I integrate Connecteam with Square?
Integrating Connecteam with Square can be done via Zapier. You need to set up a 'Zap' where Square is the trigger app and Connecteam is the action app. The process involves authenticating both apps on Zapier, choosing a trigger event from Square (like 'New Transaction'), and then selecting an action event in Connecteam to follow, such as 'Create User'.
What kind of triggers can I use from Square for the integration?
You can use several types of triggers from Square when integrating it with Connecteam through Zapier. Common triggers include 'New Customer', 'New Order', and 'New Payment'. These allow you to automate actions in Connecteam whenever these events occur in your Square account.
Can I update employee information in Connecteam using data from Square?
Yes, you can update employee information in Connecteam using data from your Square account. Set up a Zap where an event such as 'New Transaction' or 'Updated Customer' in Square triggers an update action in Connecteam, like modifying user details.
Is it possible to create new users in Connecteam based on Square actions?
Absolutely, you can set up a Zap where certain actions in Square automatically create new users in Connecteam. For example, when a new customer is added to your Square account, a corresponding user profile can be created in Connecteam.
What should I do if my integration between Connecteam and Square is not working properly?
If the integration is not working as expected, first ensure that both your Connecteam and Square accounts are properly authenticated within Zapier. Check that the correct trigger and action events are selected and review any error messages provided by Zapier for troubleshooting guidance.
How can I automate task assignments in Connecteam based on sales made through Square?
By setting up a zap that uses 'New Payment' or 'New Order' as a trigger from your Square account, you can automate task assignments within Connecteam. This means once a sale is made through Square, specific tasks related to that sale can be automatically assigned to team members on Connecteam.
Do I need any technical skills to set up the integration between MyConnect Team and mySquare account?
'No technical coding skills are required to set up this integration.' It involves selecting trigger events from yourSquare like New Customer or New Transaction and corresponding actions within MyConnect Team using our easy-to-follow interface on platforms like Zapier
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Form IDRequired
Try It- New User
Triggers when a new user is added.
Try It - Time ClockRequired
- Assigned UserRequired
- Timezone
- Associated JobRequired
- TitleRequired
- Description
- Address
- Users or Groups
- Color
- Associated SchedulerRequired
- Scheduler IDRequired
Try It- Archive by phone numberRequired
- User ID
- Phone Number
- Time ClockRequired
- Assigned UserRequired
- Timezone
- Associated SchedulerRequired
- TitleRequired
- Code
- Description
- Color
- Address
- Qualified Users or Groups
- TitleRequired
- Code