Formidable Forms + Square Integration

Integrate Formidable Forms to Square in one click, or tell Integrately AI how you want each submission handled. Create Square customers, log bookings, update orders, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formidable Forms
    Form is submitted in Formidable Forms Instant
  • Formidable Forms
    Form is deleted in Formidable Forms Instant
  • Square
    Payment is created (all status) in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is failed in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
Arrow Right
2.
  • 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 Formidable Forms + Square Integration

Capture form submissions, create Square customers, log bookings, update orders, and send follow-ups, all in just one click.

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Connect more apps to your Formidable Forms + Square flow

Send form data to email marketing tools, update financial ledgers, notify your team, and log records across your stack. Pick a combination and activate it in one click.

Formidable Forms
Square
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MailchimpMailchimp (8)
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QuickBooks OnlineQuickBooks Online (8)
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SlackSlack (8)
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Google SheetsGoogle Sheets (8)
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GmailGmail (8)
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NotionNotion (8)
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Add form submissions from Formidable Forms to Square as customers, and add subscribers in Mailchimp.
Every Formidable Forms submission creates a new Square customer and adds a subscriber in Mailchimp automatically.
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Create a Square booking from Formidable Forms submissions, and add a subscriber tag in Mailchimp.
Formidable Forms submissions generate Square bookings and apply specific subscriber tags in Mailchimp instantly.
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Update Square customer records from Formidable Forms entries, and update subscriber details in Mailchimp.
Keep Square customer records and Mailchimp subscriber profiles synchronized whenever a Formidable Forms entry is updated.
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Search Square customers for Formidable Forms submissions, and update Mailchimp subscriber preferences.
Search existing Square customer records using Formidable Forms data and manage Mailchimp subscriber preferences seamlessly.
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If a Formidable Forms submission indicates VIP tier, create a paid order in Square and add the subscriber to a Mailchimp VIP list.
Route VIP Formidable Forms submissions into Square paid orders and exclusive Mailchimp subscriber lists automatically.
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When a Square payment is successful, update the customer in Square and update the subscriber status in Mailchimp.
Successful Square payments trigger customer record updates in Square and adjust subscriber status in Mailchimp.
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Use ChatGPT to analyse Formidable Forms submissions, create a Square customer, and add the categorised subscriber in Mailchimp.
ChatGPT categorises Formidable Forms submissions before creating a Square customer and adding tagged subscribers in Mailchimp.
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When a form is submitted in Formidable Forms, create a Square customer, add a Mailchimp subscriber, and notify your team in Slack.
Formidable Forms submissions create Square customers, add Mailchimp subscribers, and post team alerts in Slack.

Supported triggers and actions for Formidable Forms and Square

Mix and match to build the exact automation you need

Formidable Forms
Formidable Forms Triggers & Actions
Instant
Form is submitted in Formidable Forms
Triggers the automation when a form is filled
Try it โ†’
Instant
Form is deleted in Formidable Forms
Triggers the automation when a form is deleted
Try it โ†’
No action is available
Square
Square Triggers & Actions
Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
Try it โ†’
Payment is successful in Square
Triggers the automation when a payment is successfully processed
Try it โ†’
Payment is failed in Square
Triggers the automation when a payment fails
Try it โ†’
Customer is created in Square
Triggers the automation when a new customer is created
Try it โ†’
Order is created in Square
Triggers the automation when a new order is created
Try it โ†’
Update customer in Square
Try it โ†’
Create customer in Square
Adds a new customer to the database
Try it โ†’
Search customer in Square
Locates and retrieves customer information
Try it โ†’
Add customer to group in Square
Assigns a customer to a group or segment based on predefined criteria
Try it โ†’
Create booking in Square
Schedule and confirm a booking request
Try it โ†’
Get order by Id in Square
Retrieves an order by its id
Try it โ†’
Create paid order in Square
Creates a new paid order
Try it โ†’
Get customer by Id in Square
Retrieves customer information based on their id
Try it โ†’

What can you automate with Formidable Forms + Square?

Streamline your customer data collection and commerce workflows by automating customer creation, order processing, and payment tracking.

What you can automate?
๐Ÿงพ
Create Square customers instantly from new form entries
Every time a visitor completes a form on your WordPress site, Formidable Forms captures the data and automatically creates a new customer profile in Square. Eliminate manual data entry and ensure your commerce platform always has up-to-date client details.
๐Ÿ“‹
Capture every submitted field and custom answer
Map detailed survey responses, custom catalog selections, and contact information into Square instead of just basic names. Your customer profiles become a comprehensive source for review and follow-up.
๐Ÿ””
Alert your team the moment a submission arrives
Trigger instant notifications in your messaging channels or via email whenever a high-value form is submitted and processed in Square. Keep your sales and support teams aligned without checking dashboards constantly.
๐Ÿ”€
Route submissions based on custom form answers
Configure conditional logic so VIP or enterprise form submissions automatically create priority orders in Square while standard inquiries follow regular processing paths.
๐Ÿ”„
Keep customer details synchronized as records change
Automatically update existing Square customer profiles whenever a returning user submits an updated form on your site, keeping your commercial data accurate and current.
๐Ÿ”
Search and update existing customer records
Instead of creating duplicate profiles, search your Square database for existing contacts during form submission and update their details seamlessly.
๐Ÿ’ณ
Manage payments, bookings, and order statuses
Automatically handle downstream actions when payments are successful or bookings are confirmed in Square following your form submissions.
๐Ÿ”—
Extend your workflow to Google Sheets or Slack
Connect your Formidable Forms and Square core flow to Google Sheets or Slack to log submissions, notify team members, and maintain complete operational oversight.
And much more...

Who is Formidable Forms + Square integration for?

Business owners and operations teams collecting customer data and payments benefit by eliminating manual copy-pasting between form submissions and commerce management.

Operations analysts
Operations analysts
Customer support teams
Customer support teams
Client account managers
Client account managers
E-commerce coordinators
E-commerce coordinators
Finance specialists
Finance specialists
Database administrators
Database administrators
๐Ÿ“Š
Operations analysts
You're reviewing form submissions and sales reports every morning, but your financial records only update when someone manually reconciles entries, so your revenue numbers are always a few hours behind โ€” this integration means every form submission instantly updates your Square customer records and sales data stays current.
โšก
Customer support teams
You're monitoring new form enquiries coming through your website, but requests get buried in your inbox before they reach your payment system, so urgent customer bookings are delayed โ€” automating both apps means every submission instantly creates a Square booking and your team can respond without missing a beat.
๐Ÿ“‹
Client account managers
You're managing client onboarding details through custom web forms, but tracking payment statuses requires switching between multiple dashboards to show progress, so stakeholder updates are constantly incomplete โ€” with this integration, every form submission updates Square customer records so your client reporting is always accurate.
๐Ÿ“ˆ
E-commerce coordinators
You're receiving high volumes of product catalog orders via website forms, but manual data entry causes backlogs in your payment processing, so customer fulfillment slows down during peak periods โ€” connecting these apps means every form entry automatically triggers a Square paid order and fulfillment moves forward instantly.
๐Ÿ”„
Finance specialists
You're waiting for sales reps to hand over customer details from website inquiries, but information gaps between form entries and payment records cause billing discrepancies, so month-end reconciliation takes days โ€” automating both apps means every form submission immediately creates a Square customer and your billing records match perfectly.
๐Ÿ—‚๏ธ
Database administrators
You're auditing customer records across your website and commerce platform, but manual entry errors leave missing details and broken customer histories, so your audit trails have recurring gaps โ€” this integration means every form submission maps cleanly into Square and your database maintains a reliable, complete history.
Our team

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

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Why choose Integrately to automate Formidable Forms + Square

Build and manage your Formidable Forms + 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 Formidable Forms + 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 โ€” 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
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Formidable Forms to Square?
Frequently Asked Questions
You can connect Formidable Forms to Square in 1 click using ready workflows on Integrately, or use Integrately AI to build custom sequences. Integrations with Mailchimp, QuickBooks Online, Slack, and Google Sheets set up instantly.
How can I automatically create Square customers from form submissions?
Frequently Asked Questions
Can I connect Formidable Forms, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Formidable Forms and Square?
Frequently Asked Questions
How does Formidable Forms handle form entry data during integration?
Frequently Asked Questions
How does Square manage customer and order updates in workflows?
Frequently Asked Questions
Can I automate this workflow without any coding experience?
Frequently Asked Questions
Is the Formidable Forms and Square integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

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You Can Also Connect Formidable Forms or Square With 1500+ Other Apps

Formidable Forms
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Square
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