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Connect Referrizer and Square to unlock the power of automation

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Set up your first integration

Quickly connect Referrizer to Square with a Zapier template.

Our most popular template

Create Referrizer contacts from new Square customers
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Square + Referrizer
Create or update Referrizer contacts with new Square orders
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Square + Referrizer
Create or update Referrizer contacts from new Square invoices
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Square + Referrizer

Create Referrizer contacts from new Square customers

Square + Referrizer

Create or update Referrizer contacts with new Square orders

Square + Referrizer

Create or update Referrizer contacts from new Square invoices

Square + Referrizer

How Zapier works

Zapier makes it easy to integrate Referrizer with Square - no code necessary. See how you can get setup in minutes.

Select a trigger from Referrizer

A trigger is an event that starts your Zap and runs the workflow. For example, with Referrizer, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Square

An action is what takes place after the automation is triggered. For example, with Square, the action could be "Add Customer to Group."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Referrizer to Square

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Referrizer to Square integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Referrizer and Square to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

New Contact
Triggers when a contact is created.
Trigger
Scheduled
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- Create, Update or Both
  Required
- First name
- Last name
- Full name
- Phone number
- Email address
- Birth date
- Type
- Description
- Labels
- Create a visit
Action
Write
- Item Type
Trigger
Scheduled
Try It
- Location
  Required
Trigger
Scheduled
Try It
- Location
  Required
Trigger
Scheduled
Try It

- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write

- Location
  Required
- Customer ID
  Required
- Reference_id
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
- Currency
- Line Item Name
- Catalog Object
  Required
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone_number
- Street Address
- Apt./Suite
- State
- County
- Country
- City
- ZIP
- Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer ID
  Required
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
- Customer ID
  Required
- Reference_id
- Source
- Ticket Name
- Quantity
  Required
- Amount
- Currency
- Catalog Object
  Required
- Other
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write

New Visit
Triggers when a visit is created, i.e. contact is checked in.
Trigger
Scheduled
Try It
New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- Location
  Required
- Order Status
Trigger
Scheduled
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Type
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write
- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team Member ID
  Required
Action
Write
- Help_text
- Location
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Field_help
- Email_address
- Phone_number
- Reference_id
Action
Search
- Field_help
- Text Filter
- Location
  Required
Action
Search
- Field_help
- Email_address
- Phone_number
- Reference_id
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write

Learn how to automate Referrizer on the Zapier blog

Learn how to automate Square on the Zapier blog

About Referrizer

Referrizer combines CRM and all aspects of marketing automation into a single and easy-to-use platform, making customer acquisition and retention easy.

Related categories

Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

Learn more Help

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