An automated workflow using integromat
Connects Square + ActiveCampaign
Add new Square customers to ActiveCampaign
About this workflow template
This automation scenario allows you to connect Square and ActiveCampaign
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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
Square and ActiveCampaign can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Square
Watch Customers in Square
Returns new customers since the last check.
Then this action happens in ActiveCampaign
Create a Contact in ActiveCampaign
Creates a contact.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Square customers to ActiveCampaign.
Part I
Configure Applications
First, we need to connect Square and ActiveCampaign to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Square to Make.com.
Give Make.com access to your Square account, using Square credentials.
Connect ActiveCampaign to Make.com.
Give Make.com access to your ActiveCampaign account, using ActiveCampaign 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 Square
Choose the following trigger: Watch Customers (Returns new customers since the last check.).
Then set up an Action for ActiveCampaign
Choose this action: Create a Contact (Creates a contact.).
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 Square and ActiveCampaign.
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 Add new Square customers to ActiveCampaign!
Related Automation Templates
Supported triggers and actions
New contact added to list
Triggers when a new contact is added to a list.
triggerbyzapierNew or updated contact
Triggers when a new contact is added or existing contact's details are updated.
triggerbyzapierNew automation webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
triggerbyzapierpipedreamTag added or removed from contact
Triggers when a a Tag is added or removed from a Contact
triggerbyzapierWatch contacts
Triggers when a new contact is created.
triggerbyintegromatNew contact task
Triggers when a new contact task is created.
triggerbyzapierpipedream
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.
actionbyzapierintegratelyAdd 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.
