Spektrix + Square + Filter by Zapier + Looping by Zapier + Formatter by Zapier

Add new confirmed Square orders to Spektrix

Use Square as an ecommerce or POS provider? This integration will allow you to easily use the power of Spektrix's CRM and segmentation abilities to track and better understand your customers' multichannel purchasing behavior. When you have a new paid order in Square, this Zap will automatically find or create a customer record in Spektrix, and then generate and confirm an order for that customer.

Use Square as an ecommerce or POS provider? This integration will allow you to easily use the power of Spektrix's CRM and segmentation abilities to track and better understand your customers' multichannel purchasing behavior. When you have a new paid order in Square, this Zap will automatically find or create a customer record in Spektrix, and then generate and confirm an order for that customer.

  1. When this happens...
    SquareSquare
    New Order

    Triggers when a new order is processed.

    TriggerScheduled
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    SpektrixSpektrix
    Basket: Create a New Basket

    Creates a new empty Basket

    ActionWrite
  4. then do this...
    SpektrixSpektrix
    Basket: Add a Customer

    Adds a Customer to a Basket

    ActionWrite
  5. then do this...
    Looping by ZapierLooping by Zapier
    Create Loop From Line Items

    Creates a new Loop from line item(s). This is an advanced action!

    ActionWrite
  6. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  7. then do this...
    SpektrixSpektrix
    Basket: Add Merchandise Item(s)

    Adds Merchandise Item(s) to a pre-existing Basket Session

    ActionWrite
  8. then do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  9. then do this...
    SpektrixSpektrix
    Basket: Add a Merchandise Delivery Method

    Adds a Merchandise Delivery Method to the Basket

    ActionWrite
  10. then do this...
    SpektrixSpektrix
    Basket: Add Payment Type

    Adds a Custom Payment Type to Basket

    ActionWrite
  11. then do this!
    SpektrixSpektrix
    Basket: Confirm a Basket

    Confirms a Basket once all required items have been added

    ActionWrite
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Supported triggers and actions

  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
  • Square triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Order Status

    Trigger
    Scheduled
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • Item Type

    Trigger
    Scheduled
    Try It
    • LocationRequired

    Trigger
    Scheduled
    Try It
    • Location

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
spektrix logo
spektrix logo

About Spektrix

Spektrix is the market-leading CRM, ticketing, marketing and fundraising solution for theatres and the performing arts.

Related categories

  • Sales & CRM
square logo
square logo

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

Related categories

  • eCommerce
  • Payment Processing

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filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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About Looping by Zapier

Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.
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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
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