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Set up your first integration
Quickly connect monday.com to Square with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate monday.com with Square - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects monday.com and Square, automating your workflow.
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.
- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Group Names to trigger on
Try ItTriggerInstant- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Column IDRequired
Try ItTriggerInstant
- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant- New Board
Triggers when a new board is created.
Try ItTriggerPolling - Board IDRequired
- Column IDsRequired
Try ItTriggerInstant- Board IDRequired
Try ItTriggerInstant
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Practical ways you can use monday.com and Square
Update monday.com tasks for new Square payments
When a payment is completed in Square, Zapier can update the status of a related task in monday.com. This ensures payment confirmation is clearly communicated to relevant team members, improving visibility and tracking.
Business Owner
Log Square invoices in monday.com for system tracking
When a new invoice is added in Square, Zapier can log the details into a monday.com board. This helps IT teams maintain accurate system monitoring and integrations.
ITTrack Square sales in monday.com
When a new order is processed in Square, Zapier can automatically create a new item in monday.com. This allows project managers to track deliverables and allocations linked to sales without manual data entry.
Project ManagementLearn how to automate monday.com on the Zapier blog
Learn how to automate Square on the Zapier blog
Frequently Asked Questions about monday.com + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and Square
How do I set up an automation to create new items in monday.com when a transaction occurs in Square?
To set up an automation that creates new items in monday.com from Square transactions, you need to establish a trigger-action event. Choose the "New Transaction" trigger in Square and connect it with the "Create Item" action in monday.com. This ensures that every time a transaction is processed, a corresponding item is automatically created on your monday.com board.
Can I automatically update inventory levels in Square using monday.com?
Yes, you can automate inventory updates. Set up a trigger in monday.com for sales or stock adjustments and link it with the "Update Inventory" action in Square. With this configuration, any inventory changes recorded on monday.com will seamlessly reflect on your Square account.
Is it possible to track customer purchase history from Square into a monday.com board?
Absolutely, you can track customer purchase history by creating an integration where each purchase in Square triggers an action that logs the details into a specified board on monday.com. Use the "New Customer" or "Updated Customer" trigger from Square and connect it with creating or updating items on your chosen board.
How do we handle synchronization delays between Monday and Square?
While our system processes triggers and actions as quickly as possible, there might occasionally be short delays due to network conditions or processing times. To minimize this, ensure stable internet connections and check that all authentication tokens are valid for both platforms.
What should I do if my automation between Monday and Square doesn't work as expected?
If your integration doesn't perform as expected, first check the trigger-action setup to ensure both platforms are correctly configured. Verify that all necessary permissions are granted and that authentication is active. For more complex issues, reach out to our support team for assistance.
Can order details be transferred directly from Monday projects to process payments through Square?
Yes, transferring order details is feasible. Set up an automation where order data entered into specific fields on Monday triggers payments via the corresponding fields in your connected Square account using their payment processing actions.
