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.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
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.
+
Mailchimp (8)
+
QuickBooks Online (8)
+
Slack (8)
+
Google Sheets (8)
+
Gmail (8)
+
Notion (8)
F
S
M
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.
F
S
M
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.
F
S
M
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.
F
S
M
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.
F
S
M
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.
S
M
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.
F
C
S
M
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.
F
S
M
S
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.
F
S
Q
Create a Square customer from Formidable Forms submissions, and create a customer in QuickBooks Online.
Formidable Forms submissions automatically establish customer profiles in Square and QuickBooks Online.
F
S
Q
Create a paid order in Square from Formidable Forms entries, and create an invoice in QuickBooks Online.
Formidable Forms orders generate paid Square transactions and corresponding invoices in QuickBooks Online.
F
S
Q
Get Square order details from Formidable Forms entries, and update the invoice in QuickBooks Online.
Retrieve Square order data using Formidable Forms inputs and update QuickBooks Online invoices accordingly.
F
S
Q
Search Square customers for Formidable Forms entries, and create a sales receipt in QuickBooks Online.
Search Square customer records using Formidable Forms data and record sales receipts in QuickBooks Online.
F
S
Q
If a Formidable Forms submission is corporate tier, create a paid order in Square and generate a QuickBooks Online invoice.
Corporate Formidable Forms submissions trigger priority Square paid orders and QuickBooks Online invoices.
S
Q
When a Square payment is successful, update the customer in Square and create a payment record in QuickBooks Online.
Successful Square payments update customer files and record matching payment entries in QuickBooks Online.
F
C
S
Q
Use Claude to extract billing items from Formidable Forms submissions, create a Square paid order, and create a QuickBooks Online invoice.
Claude extracts billing details from Formidable Forms entries before creating a Square paid order and QuickBooks Online invoice.
F
S
Q
S
When a form is submitted in Formidable Forms, create a paid order in Square, create a QuickBooks Online invoice, and notify your finance channel in Slack.
Formidable Forms submissions generate Square paid orders, QuickBooks Online invoices, and Slack finance alerts.
F
S
S
Create a Square customer from Formidable Forms submissions, and notify your sales team in Slack.
Formidable Forms submissions create Square customer profiles and post instant notifications to your Slack channel.
F
S
S
Create a Square booking from Formidable Forms entries, and alert your support channel in Slack.
Formidable Forms entries generate Square bookings and send immediate appointment alerts in Slack.
F
S
S
Update Square customer records from Formidable Forms submissions, and post a status update in Slack.
Formidable Forms updates modify Square customer profiles and trigger status notifications in Slack.
F
S
S
Search Square customer records using Formidable Forms inputs, and notify the account manager in Slack.
Search existing Square customer records with Formidable Forms data and alert account managers in Slack.
F
S
S
If a Formidable Forms submission is marked urgent, create a paid order in Square and alert the priority channel in Slack.
Urgent Formidable Forms submissions trigger priority Square paid orders and urgent Slack alerts.
S
S
When a Square payment fails, update the customer record in Square and alert your finance channel in Slack.
Square payment failures update customer profiles and post immediate alerts to your finance channel in Slack.
F
G
S
S
Use Gemini to summarise Formidable Forms submissions, create a Square booking, and post the brief in Slack.
Gemini summarises Formidable Forms submissions before creating a Square booking and posting briefs in Slack.
F
S
S
N
When a form is submitted in Formidable Forms, create a Square customer, notify your team in Slack, and create a Notion database item.
Formidable Forms submissions create Square customers, post Slack team alerts, and add Notion database items.
F
S
G
Create a Square customer from Formidable Forms entries, and add a spreadsheet row in Google Sheets.
Formidable Forms entries create Square customers and add structured data rows in Google Sheets automatically.
F
S
G
Create a Square booking from Formidable Forms submissions, and log the appointment in Google Sheets.
Formidable Forms submissions generate Square bookings and record appointment tracking rows in Google Sheets.
F
S
G
Update Square customer records from Formidable Forms entries, and update spreadsheet rows in Google Sheets.
Formidable Forms updates modify Square customer profiles and update matching Google Sheets rows.
F
S
G
Search Square customer records using Formidable Forms inputs, and append booking data in Google Sheets.
Search Square customer records with Formidable Forms data and append tracking data in Google Sheets.
F
S
G
If a Formidable Forms submission selects custom package, create a paid order in Square and log it in a priority Google Sheets tab.
Custom Formidable Forms selections trigger Square paid orders and priority Google Sheets logging.
S
G
When a Square payment is successful, update the customer in Square and update the payment status row in Google Sheets.
Successful Square payments update customer records and update matching status rows in Google Sheets.
F
P
S
G
Use Perplexity to extract key data from Formidable Forms submissions, create a Square customer, and save the summary in Google Sheets.
Perplexity extracts key data from Formidable Forms submissions, creates a Square customer, and saves summaries in Google Sheets.
F
S
G
S
When a form is submitted in Formidable Forms, create a Square customer, add a Google Sheets row, and notify your team in Slack.
Formidable Forms submissions create Square customers, add Google Sheets rows, and post team alerts in Slack.
F
S
G
Create a Square customer from Formidable Forms entries, and send a confirmation email in Gmail.
Formidable Forms submissions create Square customer profiles and send automated confirmation emails via Gmail.
F
S
G
Create a Square booking from Formidable Forms submissions, and send an appointment email in Gmail.
Formidable Forms submissions generate Square bookings and dispatch appointment confirmation emails via Gmail.
F
S
G
Update Square customer records from Formidable Forms entries, and send a follow-up email in Gmail.
Formidable Forms updates modify Square customer records and trigger follow-up emails via Gmail.
F
S
G
Search Square customer records using Formidable Forms inputs, and draft a response email in Gmail.
Search Square customer records with Formidable Forms data and draft follow-up messages in Gmail.
F
S
G
If a Formidable Forms submission requests a quote, create a paid order in Square and send a proposal email via Gmail.
Quote requests via Formidable Forms trigger Square paid orders and proposal emails in Gmail.
S
G
When a Square payment fails, update the customer in Square and send an alert email via Gmail.
Square payment failures update customer profiles and dispatch payment recovery emails via Gmail.
F
C
S
G
Use ChatGPT to draft personalised responses for Formidable Forms submissions, create a Square customer, and send the email via Gmail.
ChatGPT drafts personalized responses for Formidable Forms submissions before creating a Square customer and sending emails via Gmail.
F
S
G
G
When a form is submitted in Formidable Forms, create a Square customer, send a confirmation email in Gmail, and log it in Google Sheets.
Formidable Forms submissions create Square customers, send Gmail confirmations, and log rows in Google Sheets.
F
S
N
Create a Square customer from Formidable Forms entries, and create a database item in Notion.
Formidable Forms entries create Square customer profiles and add new database items in Notion automatically.
F
S
N
Create a Square booking from Formidable Forms submissions, and add a project page in Notion.
Formidable Forms submissions generate Square bookings and create dedicated project pages in Notion.
F
S
N
Update Square customer records from Formidable Forms entries, and update database items in Notion.
Formidable Forms updates modify Square customer profiles and update matching database items in Notion.
F
S
N
Search Square customer records using Formidable Forms inputs, and append notes in Notion.
Search Square customer records with Formidable Forms data and append detailed notes in Notion.
F
S
N
If a Formidable Forms submission is tagged enterprise, create a paid order in Square and create a priority page in Notion.
Enterprise Formidable Forms submissions trigger Square paid orders and priority project pages in Notion.
S
N
When a Square payment is successful, update the customer in Square and update the project status in Notion.
Successful Square payments update customer records and update matching project statuses in Notion.
F
C
S
N
Use Claude to summarise Formidable Forms submissions, create a Square customer, and add the brief to a Notion database.
Claude summarises Formidable Forms submissions before creating a Square customer and adding briefs to Notion.
F
S
N
S
When a form is submitted in Formidable Forms, create a Square customer, create a Notion database item, and notify your team in Slack.
Formidable Forms submissions create Square customers, add Notion database items, and post Slack team alerts.
Supported triggers and actions for Formidable Forms and Square
Mix and match to build the exact automation you need
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.
๐
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.
๐
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.
๐
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.
๐
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.
๐
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.
๐ณ
Manage payments, bookings, and order statuses
Automatically handle downstream actions when payments are successful or bookings are confirmed in Square following your form submissions.
๐
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
Customer support teams
Client account managers
E-commerce coordinators
Finance specialists
Database administrators
๐
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.
โก
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.
๐
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.
๐
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.
๐
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.
๐๏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 can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
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
Connect Formidable Forms + Square with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
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?
Every time a form is submitted in Formidable Forms, Integrately automatically creates a customer profile or paid order in Square. You can activate a ready automation in one click or build custom workflows with Integrately AI.
Can I connect Formidable Forms, Square, and Slack?
Yes, you can connect Formidable Forms, Square, and Slack in a multi-step automation. Form submissions create Square customers and trigger instant team alerts in Slack, along with QuickBooks Online, Google Sheets, and 1,500+ other apps.
What is a good Zapier alternative for Formidable Forms and Square?
Most alternatives lack the ease of Integrately, which offers 20 million+ ready automations, 24/5 live chat support, and 3x to 10x lower cost to connect Formidable Forms and Square effortlessly.
How does Formidable Forms handle form entry data during integration?
Formidable Forms captures contact information, survey answers, and catalog selections when submitted, passing every field straight into Square and connected apps without manual data entry.
How does Square manage customer and order updates in workflows?