Integrationsarrow_forwardSquare Integrationsarrow_forward

Square + Salesforce Integrations

Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between Square and Salesforce, enabling you to effortlessly connect the two apps.

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Square Triggers

Booking

edit

Booking changed

target

Booking first meets conditions

add

New booking added

Catalog entry

edit

Catalog entry changed

target

Catalog entry first meets conditions

add

New catalog entry added

Customer

edit

Customer changed

target

Customer first meets conditions

add

New customer added

Invoice

edit

Invoice changed

target

Invoice first meets conditions

add

New invoice added

Order

add

New order added

edit

Order changed

target

Order first meets conditions

Payment

add

New payment added

edit

Payment changed

target

Payment first meets conditions

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

Find record(s)

edit

Update record

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Square Actions

Catalog entry

Find catalog entry(ies)

Customer

group_add

Add customer to group

add

Create customer

Find customer(s)

group_remove

Remove customer from group

edit

Update customer

Customer group

add

Create customer group

Find customer group(s)

edit

Update customer group

Invoice

Find invoice(s)

Location

Find location(s)

Merchant

Find merchant(s)

Order

Find order(s)

Payment

Find payment(s)

Example Square + Salesforce workflows

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Automatically create record in Salesforce for each booking added in Square

Try it

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Create customer automatically in Square for each opportunity stage reached in Salesforce

Try it

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Update record automatically in Salesforce for each catalog entry added in Square

Try it

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Automatically update customer in Square for each opportunity stage changed in Salesforce

Try it

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Attach file to record automatically in Salesforce for each customer added in Square

Try it

Create your own Square + Salesforce integration

Select a trigger in Square

Select an action in Salesforce

Create your workflow

Or, connect Salesforce to Square

Select a trigger in Salesforce

Select an action in Square

Create your workflow

Connect Square to your other apps

Or connect Salesforce to your other apps

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@marcoETmx

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@dummy_coder

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Small Business

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Small Business

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CEO, Louper

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