This automation scenario allows you to connect Square and Constant Contact
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 Constant Contact can also be integrated using automation tools other than integromat:
When this trigger fires in Square
Returns new customers since the last check.
Then this action happens in Constant Contact
Creates a new contact.
This guide contains information on how to set up an automatic workflow that allows to Add new Square customers to Constant Contact.
Part I
First, we need to connect Square and Constant Contact 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 Constant Contact to Make.com.
Give Make.com access to your Constant Contact account, using Constant Contact credentials.
Part II
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 Constant Contact
Choose this action: Create a Contact (Creates a new contact.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Square and Constant Contact.
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 Constant Contact!
Triggers when a new contact is added to your account.
Triggers when a recipient opens an email from a specified campaign activity.
Triggers when a new list is added.
Triggers by contact create or update events. Optionally filters by contact status.
Test Trigger.
Lists Email Campaigns for a dynamic dropdown.
Creates a customer.
Updates a customer.
Adjusts an inventory or changes its physical count.
Creates an externally paid and completed order.
Adds a customer to a group.
Creates a new customer.
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.
An email marketing software to create branded emails, sell products, build a landing page
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.