An automated workflow using integromat
Connects Shopify + Square
Create Square customers from Shopify orders
About this workflow template
This automation scenario allows you to connect Shopify and Square
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Shopify and Square can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Shopify
Watch Orders in Shopify
Triggers when a new order is added.
Then this action happens in Square
Create a Customer in Square
Creates a new customer.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Square customers from Shopify orders.
Part I
Configure Applications
First, we need to connect Shopify and Square to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Shopify to Make.com.
Give Make.com access to your Shopify account, using Shopify credentials.
Connect Square to Make.com.
Give Make.com access to your Square account, using Square credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Shopify
Choose the following trigger: Watch Orders (Triggers when a new order is added.).
Then set up an Action for Square
Choose this action: Create a Customer (Creates a new customer.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Shopify and Square.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Square customers from Shopify orders!
Related Automation Templates
Supported triggers and actions
New customer
Triggers when a new customer is added to your Shopify account.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoNew order
Triggers when a new purchase is made (only open orders) (with line item support).
triggerbyzapierautomateiopabbly-connectpipedreamNew paid order
Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded.
triggerbyzapierautomateioNew abandoned cart
Triggers whenever a cart is "abandoned" (only open carts) (with line item support).
triggerbyzapierpipedreamWatch orders
Triggers when a new order is added.
triggerbyintegromatNew order (any status)
Triggers when a new purchase is made (of any order status).
triggerbyzapier
Create customer
Creates a customer.
actionbyzapierintegratelypabbly-connectpipedreamUpdate customer
Updates a customer.
actionbyzapierChange inventory
Adjusts an inventory or changes its physical count.
actionbyzapierCreate paid order
Creates an externally paid and completed order.
actionbyzapierAdd customer to group
Adds a customer to a group.
actionbyzapierintegratelyCreate a customer
Creates a new customer.
actionbyintegromat
Apps you need
Square offers a complete suite of tools to help businesses of all sizes accept multiple payment options, manage inventory, and track sales in real-time. With Square, customers can easily pay using credit cards, chip cards, and contactless payments.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
