Concord + Square Integration

Integrate Concord to Square in one click, or tell Integrately AI how you want each order handled. Track incoming revenue, update your deal pipelines, log customer details, and streamline sales automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Concord
    Contact is created in Concord Instant
  • Concord
    Company is created in Concord Instant
  • Concord
    Deal status is changed in Concord Instant
  • Concord
    Deal is created in Concord Instant
  • Concord
    Deal stage is changed in Concord Instant
  • Concord
    Stage is created in Concord
  • Concord
    Note is created in Concord
  • Concord
    User is created in Concord
  • Concord
    Call is created in Concord
  • Concord
    Product is created in Concord
  • Concord
    Activity is created in Concord
  • Concord
    Pipeline is created in Concord
  • Concord
    Document is created in Concord
  • Concord
    Document status is changed in Concord Instant
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
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2.
  • Concord
    Create contact in Concord
  • Concord
    Search contact in Concord
  • Concord
    Update contact in Concord
  • Concord
    Delete contact in Concord
  • Concord
    Create note in Concord
  • Concord
    Update note in Concord
  • Concord
    Search note in Concord
  • Concord
    Delete note in Concord
  • Concord
    Create stage in Concord
  • Concord
    Update stage in Concord
  • Concord
    Search stage in Concord
  • Concord
    Delete stage in Concord
  • Concord
    Create company in Concord
  • Concord
    Search company in Concord
  • Concord
    Update company in Concord
  • Concord
    Delete company in Concord
  • Concord
    Create deal in Concord
  • Concord
    Search deal in Concord
  • Concord
    Update deal in Concord
  • Concord
    Delete deal in Concord
  • Concord
    Create user in Concord
  • Concord
    Search user in Concord
  • Concord
    Update user in Concord
  • Concord
    Delete user in Concord
  • Concord
    Create call in Concord
  • Concord
    Search call in Concord
  • Concord
    Update call in Concord
  • Concord
    Delete call in Concord
  • Concord
    Create product in Concord
  • Concord
    Search product in Concord
  • Concord
    Update product in Concord
  • Concord
    Delete product in Concord
  • Concord
    Create activity in Concord
  • Concord
    Search activity in Concord
  • Concord
    Update activity in Concord
  • Concord
    Delete activity in Concord
  • Concord
    Create pipeline in Concord
  • Concord
    Search pipeline in Concord
  • Concord
    Update pipeline in Concord
  • Concord
    Delete pipeline in Concord
  • Concord
    Search document in Concord
  • Concord
    Delete document in Concord
  • 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 Concord + Square Integration

Capture new Square orders, create matching Concord deals, log customer details, update deal stages, and alert your sales team, all in just one click.

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 Concord + Square flow

Send Square payment updates to your CRM, notify your team, and keep your financial sheets accurate. Pick a combination and activate it in one click.

Concord
Square
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
S
C
S
Create a Concord deal for every new Shopify order, and sync the customer to Square.
New Shopify orders automatically generate deals in Concord and customer profiles in Square without manual data entry.
S
C
S
When a Shopify customer is created, create a contact in Concord and update the customer in Square.
Keep customer contact records updated across Concord and Square the moment a new profile registers in Shopify.
S
C
S
Search for existing Concord deals when a Shopify order arrives, and create a paid order in Square.
Verify active pipeline deals in Concord before processing paid orders in Square for incoming Shopify purchases.

Supported triggers and actions for Concord and Square

Mix and match to build the exact automation you need

Concord
Concord Triggers & Actions
Instant
Contact is created in Concord
Triggers the automation when a new contact is created
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Instant
Company is created in Concord
Triggers the automation when a new company is created
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Instant
Deal status is changed in Concord
Triggers the automation when the deal status is changed
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Instant
Deal is created in Concord
Triggers the automation when a deal is created
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Instant
Deal stage is changed in Concord
Triggers the automation when the deal stage is changed
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Stage is created in Concord
Triggers the automation when a new stage is created
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Note is created in Concord
Triggers the automation when a new note is created
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User is created in Concord
Triggers the automation when a new user is created
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Call is created in Concord
Triggers the automation when a new call is made
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Product is created in Concord
Triggers the automation when a new product is created
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Activity is created in Concord
Triggers the automation when a new activity is created
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Pipeline is created in Concord
Triggers the automation when a new pipeline is created
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Document is created in Concord
Triggers the automation when a new document is created
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Instant
Document status is changed in Concord
Triggers the automation when the document status is updated
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Create contact in Concord
Adds a new contact to the database
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Search contact in Concord
Finds and retrieves contact information
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Update contact in Concord
Updates contact information with new details
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Delete contact in Concord
Removes a contact from the address book
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Create note in Concord
Creates a new note in the particular format
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Update note in Concord
Updates a note with new information
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Search note in Concord
Searches for a note
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Delete note in Concord
Removes a selected note
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Create stage in Concord
Generates a new stage for the workflow
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Update stage in Concord
Updates the current stage in the workflow process
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Search stage in Concord
Searches for a stage
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Delete stage in Concord
Removes a stage or step from the workflow
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Create company in Concord
Generates a new company profile with given details
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Search company in Concord
Finds information about a company
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Update company in Concord
Updates company information
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Delete company in Concord
Removes a company from the database
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Create deal in Concord
Generates a new deal with
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Search deal in Concord
Retrieves and find a deal
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Update deal in Concord
Updates deal information based on new criteria or changes
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Delete deal in Concord
Removes a deal entry from the system
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Create user in Concord
Generates a new user account
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Search user in Concord
Searches for a user
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Update user in Concord
Updates user information
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Delete user in Concord
Removes a user from the system
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Create call in Concord
Initiates a call to the recipient
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Search call in Concord
Searches for a call
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Update call in Concord
Updates call information
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Delete call in Concord
Deletes a call entry from the database
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Create product in Concord
Generates and launch new products
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Search product in Concord
Searches for a product
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Update product in Concord
Updates product information
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Delete product in Concord
Removes a selected product from the database
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Create activity in Concord
Generates a new activity or task
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Search activity in Concord
Retrieves search results based on particular criteria
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Update activity in Concord
Updates the activity with the latest information
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Delete activity in Concord
Removes an activity or task from the system upon user command
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Create pipeline in Concord
Creates a new pipeline
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Search pipeline in Concord
Searches for a pipeline
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Update pipeline in Concord
Refreshes the pipeline configuration to reflect any changes made
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Delete pipeline in Concord
Removes a particular pipeline from the automation workflow
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Search document in Concord
Locates and retrieves document based on search criteria
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Delete document in Concord
Removes a particular document from the system
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Square
Square Triggers & Actions
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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Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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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
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Get customer by Id in Square
Retrieves customer information based on their id
Try it →

What can you automate with Concord + Square?

Streamline your sales and commerce workflows by connecting deal management with payment processing.

What you can automate?
🎯
Create Concord deals from Square orders
Automatically generate a new deal in Concord the moment an order is created in Square, ensuring your sales pipeline reflects real-time revenue.
📝
Capture every customer detail from payments
Map names, emails, and transaction notes from Square payments straight into your Concord contacts without missing a single field.
🔔
Notify your team on successful payments
Instantly alert your sales channel whenever a Square payment is successful so your team can initiate immediate fulfillment or onboarding.
🔀
Route deals based on transaction values
Direct high-value Square orders to priority pipelines in Concord while standard transactions flow into your regular deal stages.
🔄
Keep customer profiles synchronized
Update existing contact details and customer groups across Concord and Square whenever order or payment information changes.
🔍
Search and update existing records
Prevent duplicate entries by searching for existing contacts or companies in Concord before creating new deals from Square events.
💳
Handle payment failures and status changes
Automatically create follow-up activities or notes in Concord when a Square payment fails or a booking is updated.
🌐
Extend your flow to team messaging
Push real-time Concord deal updates and Square payment receipts directly into Slack channels to keep everyone aligned.
And much more...

Who is Concord + Square integration for?

Connecting Concord and Square helps sales teams, business owners, and finance managers eliminate manual data entry and keep deal pipelines accurate across platforms.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Operations directors
Operations directors
Finance leads
Finance leads
Customer success reps
Customer success reps
📈
Performance marketers
You're managing campaign pipelines in Concord, but your commerce data stays isolated in Square so your conversion tracking is always outdated — with this integration, every new sale instantly updates your CRM records and keeps your marketing metrics accurate.
Sales managers
You're tracking active deals in Concord, but payment statuses take hours to reflect so your team wastes time chasing paid accounts — this integration means every successful Square payment updates your deal status automatically.
🤝
Account executives
You're closing deals in Concord, but manual customer setup in Square leads to fulfillment delays — automating both apps means customer records and orders match seamlessly from day one.
📊
Operations directors
You're scaling high transaction volumes across Square, but manual deal logging in Concord creates massive backlogs — with this integration, every order and customer flows straight into your pipeline without manual data entry.
💼
Finance leads
You're reconciling payments in Square, but matching them to Concord deals requires constant cross-checking — connecting these apps means financial records and CRM data stay perfectly aligned.
🗂️
Customer success reps
You're onboarding clients from Concord deals, but missing order details leave gaps in your history — this integration means every transaction history is fully recorded in your customer files.
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 Concord + Square

Build and manage your Concord + 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 Concord + 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 Concord to Square?
Frequently Asked Questions
You can connect Concord to Square in 1-click using ready templates on Integrately or ask Integrately AI to build the automation. It links your CRM pipelines with your commerce platform alongside Slack, Google Sheets, and other tools.
Can I automatically create Concord deals from Square orders?
Frequently Asked Questions
Can I connect Concord, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Concord and Square?
Frequently Asked Questions
How does customer data sync between Concord and Square?
Frequently Asked Questions
Can I update deal stages in Concord when Square payments succeed?
Frequently Asked Questions
Do I need coding skills to automate Concord and Square?
Frequently Asked Questions
Is the Concord 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?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Concord or Square With 1500+ Other Apps

Concord
Popular Concord Integrations
Connect Concord with CRMs, email tools, and messaging platforms to manage and follow up on your deals.
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Square
Popular Square Integrations
Sync Square with accounting, inventory, and reporting tools to keep data working across your stack.
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