Brilliant Directories + Square Integration

Integrate Brilliant Directories to Square in one click, or tell Integrately AI how you want each signup handled. Capture signups, create matching customers, update records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Brilliant Directories
    Free plan signup form is submitted in Brilliant Directories Instant
  • Brilliant Directories
    Newsletter signup form is submitted in Brilliant Directories Instant
  • Brilliant Directories
    Member review form is submitted in Brilliant Directories Instant
  • Brilliant Directories
    Contact details form is submitted in Brilliant Directories Instant
  • Brilliant Directories
    Unsubscription form is submitted in Brilliant Directories Instant
  • Brilliant Directories
    Contact-us form is submitted in Brilliant Directories Instant
  • Brilliant Directories
    Post comment is submitted in Brilliant Directories Instant
  • Square
    Payment is created (all status) in Square
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
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2.
  • Brilliant Directories
    Create review in Brilliant Directories
  • Brilliant Directories
    Get review by ID in Brilliant Directories
  • Brilliant Directories
    Search lead in Brilliant Directories
  • Brilliant Directories
    Delete lead in Brilliant Directories
  • Brilliant Directories
    Search user in Brilliant Directories
  • Brilliant Directories
    Delete user in Brilliant Directories
  • Brilliant Directories
    Search review in Brilliant Directories
  • Brilliant Directories
    Delete review in Brilliant Directories
  • Brilliant Directories
    Update review in Brilliant Directories
  • Brilliant Directories
    Update post in Brilliant Directories
  • Brilliant Directories
    Search post in Brilliant Directories
  • Brilliant Directories
    Delete post in Brilliant Directories
  • Brilliant Directories
    Update lead in Brilliant Directories
  • Brilliant Directories
    Update user in Brilliant Directories
  • Brilliant Directories
    Create lead in Brilliant Directories
  • Brilliant Directories
    Get lead by ID in Brilliant Directories
  • Brilliant Directories
    Create user in Brilliant Directories
  • Brilliant Directories
    Get user by ID in Brilliant Directories
  • Brilliant Directories
    Create post in Brilliant Directories
  • Square
    Update customer in Square
  • Square
    Create customer in Square
  • Square
    Search customer in Square
  • Square
    Add customer to group in Square
  • Square
    Create booking in Square
  • Square
    Get order by Id in Square
  • Square
    Create paid order in Square
  • Square
    Get customer by Id in Square

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Ready Workflows Ready Workflows for Brilliant Directories + Square Integration

Capture signups, create matching customers, update payments, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Square + Brilliant Directories Integration

Create Brilliant Directories lead for new Square customer

If you are using Square, then you may want to also use Brilliant Directories to manage your customer relationships. With the help of this automation, whenever you create a customer in Square, a corresponding lead will be created in Brilliant Directories.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Square + Brilliant Directories Integration

Create Brilliant Directories lead for new Square order

If you're using Square to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding lead should also be created in Brilliant Directories.

This will ensure that all future correspondence with the customer is tracked and attributed to that lead, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Brilliant Directories + Square flow

Sync your membership platform and payment data with marketing, spreadsheets, and team communication tools. Pick a combination and activate it in one click.

Brilliant Directories
Square
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
ZoomZoom (3)
+
StripeStripe (3)
B
S
M
Add every new Brilliant Directories free plan signup to Square and subscribe them in Mailchimp
Free plan signups instantly become customers in Square and subscribers in Mailchimp, removing manual data entry.
S
B
M
When a payment is successful in Square, update the user in Brilliant Directories and add a tag in Mailchimp
Successful payments update your Brilliant Directories members and trigger targeted Mailchimp campaigns automatically.
B
S
M
Use ChatGPT to analyse Brilliant Directories signups, create a Square customer, and add them to Mailchimp
AI categorises member signups before creating accounts in Square and syncing subscriber lists in Mailchimp.

Supported triggers and actions for Brilliant Directories and Square

Mix and match to build the exact automation you need

Brilliant Directories
Brilliant Directories Triggers & Actions
Instant
Free plan signup form is submitted in Brilliant Directories
Triggers the automation when a signup form is submitted fro the free plan
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Instant
Newsletter signup form is submitted in Brilliant Directories
Triggers the automation when a newsletter signup form is submitted
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Instant
Member review form is submitted in Brilliant Directories
Triggers the automation when a member review form is submitted
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Instant
Contact details form is submitted in Brilliant Directories
Triggers the automation when a contact details form is submitted
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Instant
Unsubscription form is submitted in Brilliant Directories
Triggers the automation when a form is submitted for unsubscription
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Instant
Contact-us form is submitted in Brilliant Directories
Triggers the automation when someone submits a 'Contact Us form'
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Instant
Post comment is submitted in Brilliant Directories
Triggers the automation when a post is commented on
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Create review in Brilliant Directories
Generates and post reviews for products or services
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Get review by ID in Brilliant Directories
Retrieves a review from the database using its id
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Search lead in Brilliant Directories
Retrieves information for a particular lead
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Delete lead in Brilliant Directories
Removes a lead from the database
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Search user in Brilliant Directories
Searches for a user
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Delete user in Brilliant Directories
Removes a user from the system
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Search review in Brilliant Directories
Searches for a review
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Delete review in Brilliant Directories
Deletes a review from the system
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Update review in Brilliant Directories
Updates and refresh the review content
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Update post in Brilliant Directories
Updates the content of a post with new information
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Search post in Brilliant Directories
Searches and locate posts
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Delete post in Brilliant Directories
Deletes a particular post
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Update lead in Brilliant Directories
Updates the lead information
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Update user in Brilliant Directories
Updates user information
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Create lead in Brilliant Directories
Generates new leads for potential customers
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Get lead by ID in Brilliant Directories
Retrieves a lead's information based on their id
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Create user in Brilliant Directories
Generates a new user account
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Get user by ID in Brilliant Directories
Retrieves user information using their id
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Create post in Brilliant Directories
Creates and publish a new post
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Square
Square Triggers & Actions
Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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Payment is failed in Square
Triggers the automation when a payment fails
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Payment is successful in Square
Triggers the automation when a payment is successfully processed
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Customer is created in Square
Triggers the automation when a new customer is created
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Order is created in Square
Triggers the automation when a new order is created
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Update customer in Square
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Create customer in Square
Adds a new customer to the database
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Search customer in Square
Locates and retrieves customer information
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Add customer to group in Square
Assigns a customer to a group or segment based on predefined criteria
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Create booking in Square
Schedule and confirm a booking request
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Get order by Id in Square
Retrieves an order by its id
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Create paid order in Square
Creates a new paid order
Try it →
Get customer by Id in Square
Retrieves customer information based on their id
Try it →

What can you automate with Brilliant Directories + Square?

Simplify your membership site management and payment processing by automating key data flows between Brilliant Directories and Square.

What you can automate?
🔄
Sync signups to customer profiles
Automatically create a customer in Square whenever a free plan signup form is submitted in Brilliant Directories. Eliminate duplicate data entry and keep your commerce platform aligned with your directory.
📝
Capture every submitted form field
Map all available contact and custom form answers from Brilliant Directories into your Square customer notes or external tracking sheets. Your system captures comprehensive member data without manual typing.
🔔
Alert your team instantly on payment events
Send immediate notifications whenever a payment is successful or failed in Square. Keep your support and finance teams informed the moment financial milestones occur.
🔀
Route records based on submitted data
Trigger different actions depending on specific form selections or membership tiers submitted in Brilliant Directories. Handle VIP members and standard signups through tailored automated paths.
🔄
Keep records updated as statuses change
Automatically update user profiles in Brilliant Directories when payment statuses change in Square. Ensure member access levels always reflect their current billing state.
🔍
Prevent duplicate customer records
Search existing records before creating new entries to ensure customer profiles remain clean and unified across Brilliant Directories and Square. Avoid redundant data clutter.
💳
Manage later order and payment events
Handle post-purchase workflows by automatically updating user leads or generating receipts whenever new orders or payments are created in Square.
🌐
Extend your flow to marketing apps
Connect your core Brilliant Directories and Square automation to Mailchimp to automatically sync new members into targeted email marketing campaigns and subscriber lists.
And much more...

Who is Brilliant Directories + Square integration for?

Connecting Brilliant Directories and Square streamlines membership and payment tracking, helping teams eliminate manual data entry and keep records accurate across platforms.

Membership site analysts
Membership site analysts
Sales representatives
Sales representatives
Client success managers
Client success managers
High-volume directory operators
High-volume directory operators
Finance coordinators
Finance coordinators
Operations directors
Operations directors
📈
Membership site analysts
You're reviewing signups and transaction reports across separate platforms, but your financial sheets only update when someone manually exports records, so your revenue numbers are always a few hours behind — with this integration, every new signup and payment syncs instantly and your dashboards stay current.
Sales representatives
You need to follow up with new leads the moment they register, but notification delays leave you finding out about signups hours later when prospects have already moved on — this integration means every free plan signup form submitted in Brilliant Directories instantly creates a customer in Square so you can reach out immediately.
🤝
Client success managers
You answer to stakeholders who want to see active membership growth and payment completion metrics, but pulling manual reports from multiple dashboards takes hours every week — automating both apps means your records update automatically and stakeholder reviews always show real-time progress.
🚀
High-volume directory operators
The volume of member signups and payment transactions is too high for anyone to keep up with by hand, leading to missing customer profiles and mismatched billing records — connecting these apps means every submission and order processes automatically without manual backlog.
💼
Finance coordinators
You own the billing and reconciliation step and depend on directory administrators to hand over transaction details, resulting in constant bottlenecks and delayed invoicing — this integration means payment events in Square instantly update user records and ledger entries without waiting for manual handoffs.
📋
Operations directors
You need a reliable history of all membership activities and payment statuses, but manual data entry keeps leaving frustrating gaps in your audit trails — connecting these apps means every form submission and transaction is logged precisely where it belongs.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Brilliant Directories + Square

Build and manage your Brilliant Directories + Square automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Brilliant Directories + Square with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Brilliant Directories to Square?
Frequently Asked Questions
You can connect Brilliant Directories to Square in one click using pre-built workflows or ask Integrately AI to build the automation and map the fields. It takes only a few minutes to link your accounts and sync data across Mailchimp, Google Sheets, Slack, and 1,500+ other apps.
Can I automatically create a Square customer when a free plan signup form is submitted in Brilliant Directories?
Frequently Asked Questions
Can I connect Brilliant Directories, Square, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Brilliant Directories and Square?
Frequently Asked Questions
How does Brilliant Directories handle form submissions and user data in this integration?
Frequently Asked Questions
How does Square manage payment events and customer creation here?
Frequently Asked Questions
Can I automate Brilliant Directories and Square without coding skills?
Frequently Asked Questions
Is the Brilliant Directories and Square integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Brilliant Directories or Square With 1500+ Other Apps

Brilliant Directories
Popular Brilliant Directories Integrations
Connect Brilliant Directories to CRMs, email marketing tools, and support platforms to manage and engage your membership community.
Square
Popular Square Integrations
Sync Square with accounting platforms, inventory managers, and reporting tools to keep your commerce data working seamlessly.
See All
Square Integrations arrow right
No popular apps found