Holded + Square Integration

Connect Holded to Square - Automate your workflows in 1-click

Make use of Holded automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Square automations, you can effortlessly accept payments, manage subscriptions, and gain valuable insights into your financial data. Get the best of both with Integrately’s Holded + Square integration.
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Holded + Square Integration
1.
  • Holded
    Purchase is created in Holded

    Triggers the automation whenever a new purchase is created

  • Holded
    Invoice is created in Holded

    Triggers the automation whenever any invoice is added or modified

  • Square
    Payment is failed in Square

    Triggers the automation whenever a payment fails

  • Square
    Payment is successful in Square

    Triggers the automation whenever a payment is successfully processed

  • Square
    Payment is created (all status) in Square

    Triggers the automation whenever a payment is created, regardless of its status

  • Square
    Customer is created in Square

    Triggers the automation whenever a new customer is created

  • Square
    Order is created in Square

    Triggers the automation whenever a new order is created

2.
  • Holded
    Create contact in Holded

    Automatically adds a new contact to the database

  • Holded
    Search contact by email in Holded

    Automatically finds and retrieves contact information using their email address

  • Holded
    Update contact in Holded

    Automatically updates contact information with new details

  • Holded
    Search contact by phone in Holded

    Automatically find information about a contact using the phone number

  • Holded
    Create sales invoice in Holded

    Automatically generates a new sales invoice with pre-filled details

  • Holded
    Create purchase invoice in Holded

    Automatically generates a purchase invoice for a sales transaction

  • Holded
    Create deal in Holded

    Automatically generates a new deal with

  • Holded
    Create credit note in Holded

    Automatically generates a credit note for returned items

  • Holded
    Mark invoice as paid in Holded

    Automatically updates invoice status to paid

  • Holded
    Send invoice in Holded

    Automatically generates and send invoices to clients

  • Holded
    Create sales receipt in Holded

    Automatically generates and send sales receipts to customers

  • Holded
    Mark credit note as paid in Holded

    Automatically updates credit note status to paid when payment is received

  • Holded
    Create quote in Holded

    Automatically generates a new quote with pre-filled information

  • Holded
    Create sales order in Holded

    Automatically generates a new sales order with pre-filled details

  • Holded
    Create product in Holded

    Automatically generates and launch new products

  • Holded
    Create event in Holded

    Automatically adds a new contact to the contact list

  • Holded
    Create payment in Holded

    Automatically generates and process a payment transaction

  • Holded
    Create employee in Holded

    Automatically adds a new contact to the contact list

  • Square
    Create customer in Square

    Automatically adds a new customer to the database

  • Square
    Search customer in Square

    Automatically locate and retrieve customer information

  • Square
    Add customer to group in Square

    Automatically assigns a customer to a group or segment based on predefined criteria

  • Square
    Create booking in Square

    Automatically schedule and confirm a booking request

  • Square
    Get order by Id in Square

    Automatically retrieves an order by its ID

  • Square
    Create paid order in Square

    Automatically creates a new paid order

  • Square
    Get customer by Id in Square

    Automatically retrieves customer information based on their ID

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Integrate Holded & Square In 1 Click
And Save Time & Money Both

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