Infinity + Square Integration

Integrate Infinity to Square in one click, or tell Integrately AI how you want each order handled. Track order details in your boards, update items, notify your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Infinity
    Item is created in Infinity Instant
  • Infinity
    Item is updated in Infinity Instant
  • Infinity
    Folder is created in Infinity
  • Infinity
    Comment is created in Infinity Instant
  • Infinity
    Comment is updated in Infinity Instant
  • Infinity
    Board is created in Infinity
  • Infinity
    Member is created in Infinity
  • 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
Arrow Right
2.
  • Infinity
    Create item in Infinity
  • Infinity
    Update item in Infinity
  • Infinity
    Search item in Infinity
  • Infinity
    Create folder in Infinity
  • Infinity
    Search folder in Infinity
  • Infinity
    Search member in Infinity
  • Infinity
    Search board in Infinity
  • Infinity
    Create comment in Infinity
  • Infinity
    Get item by ID in Infinity
  • 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 WorkflowsReady Workflows   for Infinity + Square Integration

Capture orders, organise items, keep boards updated, notify your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Infinity + Square flow

Extend your project and commerce automation by connecting popular tools for messaging, e-commerce, accounting, storage, marketing, and forms. Pick a combination and activate it in one click.

Infinity
Square
+
SlackSlack (4)
+
ShopifyShopify (2)
+
QuickBooks OnlineQuickBooks Online (2)
+
Google DriveGoogle Drive (2)
+
MailchimpMailchimp (2)
+
TypeformTypeform (2)
S
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Create an Infinity item for every new Square order, and notify your sales team on Slack
New Square orders populate your Infinity boards instantly while alerting your sales channel on Slack, eliminating manual data entry.
S
I
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When a Square payment is successful, update the Infinity item and alert your finance channel in Slack
Successful payments update your Infinity boards automatically and notify your finance channel on Slack.
I
S
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Create a Square customer whenever a new Infinity member is added, and notify your team on Slack
New Infinity members automatically generate Square customers while notifying your team in Slack.
S
C
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Use ChatGPT to summarise new Square orders, create an Infinity item, and notify your team in Slack
AI summarises order feedback, logs it into Infinity, and announces it on Slack.

Supported triggers and actions for Infinity and Square

Mix and match to build the exact automation you need

Infinity
Infinity Triggers & Actions
Instant
Item is created in Infinity
Triggers the automation when a new item is created
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Instant
Item is updated in Infinity
Triggers the automation when an item is modified
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Folder is created in Infinity
Triggers the automation when a new folder is created
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Instant
Comment is created in Infinity
Triggers the automation when a new comment is created
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Instant
Comment is updated in Infinity
Triggers the automation when a comment is updated
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Board is created in Infinity
Triggers the automation when a new board is created
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Member is created in Infinity
Triggers the automation when a new member is added
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Create item in Infinity
Generates a new item
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Update item in Infinity
Updates an item with new information
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Search item in Infinity
Locates and retrieves particular item information
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Create folder in Infinity
Creates a new folder in the designated location
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Search folder in Infinity
Searches for a folder
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Search member in Infinity
Searches for a member with
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Search board in Infinity
Searches for a board
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Create comment in Infinity
Generates a new comment
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Get item by ID in Infinity
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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
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What can you automate with Infinity + Square?

Streamline your commerce operations by connecting order management and project tracking effortlessly.

What you can automate?
🛒
Turn every Square order into an Infinity item
Capture new orders from Square and generate corresponding project items in Infinity automatically. Your fulfillment team gets instant visibility into new sales without manual data entry.
📋
Map all submitted order fields accurately
Transfer every detail from your Square orders and customer profiles into custom Infinity board fields. Eliminate partial records and maintain comprehensive project documentation.
🔔
Alert your team the moment orders arrive
Notify your project managers or fulfillment staff instantly whenever a new order or customer is created in Square. Keep everyone informed and ready to act.
🔀
Route records based on order attributes
Apply conditional rules to send high-value Square orders to priority boards in Infinity. Ensure premium transactions receive immediate specialized attention.
🔄
Keep project boards updated as orders change
Synchronize status updates between Square payments and Infinity items in real time. Prevent discrepancies and ensure your boards reflect current progress.
🔍
Search and update instead of creating duplicates
Check existing records in Infinity before creating new entries for returning Square customers. Keep your workspace clean and organized.
💳
Handle payment status changes automatically
Trigger project workflows when Square payments succeed or fail. Keep your team aligned with actual financial milestones and customer account states.
💬
Extend your workflow with team messaging
Connect Square and Infinity with Slack to announce new orders, share payment confirmations, and keep cross-functional teams in sync.
And much more...

Who is Infinity + Square integration for?

Connecting Infinity to Square streamlines project tracking and sales order management for teams handling customer transactions.

Finance leads
Finance leads
Sales managers
Sales managers
Account managers
Account managers
Operations teams
Operations teams
Project coordinators
Project coordinators
Customer support leads
Customer support leads
📈
Finance leads
You're tracking payment records manually across different platforms, but your reporting sheets only update when someone exports data, so your revenue numbers are always hours behind — with this integration, every payment record flows into your workspace instantly and your financial data stays accurate.
🚨
Sales managers
You need to respond immediately when high-value orders arrive, but customer details sit trapped in your commerce app until someone copies them over, so your team finds out too late — with this integration, every new order populates your project boards instantly and your reps can engage right away.
📊
Account managers
You answer to clients who want real-time visibility into their project deliverables, but status updates lag behind actual sales activity, so clients see outdated progress — with this integration, every commerce milestone updates your project boards automatically and your client reporting is always current.
📦
Operations teams
You manage high volumes of incoming orders and customer requests by hand, but manual data entry cannot keep up with peak sales periods, so errors creep into your records — with this integration, every order and customer record syncs across platforms automatically and your operational workflow runs smoothly.
📋
Project coordinators
You own the project setup phase and depend on sales teams to hand over new client orders, but handoffs get delayed in communication channels, so project kickoff stalls — with this integration, every new customer order creates a project item instantly and your team starts work without delay.
🗂️
Customer support leads
You need a reliable customer history to resolve inquiries quickly, but customer details remain fragmented between payment and project tools, so your agents keep finding gaps in records — with this integration, customer data and order details stay synchronised across platforms and your support agents have complete visibility.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Infinity + Square

Build and manage your Infinity + 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 Infinity + 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 Infinity to Square?
Frequently Asked Questions
You can connect Infinity to Square in 1 click using ready-made templates or ask Integrately AI to build the automation for you. Simply select your trigger event, map your fields, and activate your workflow instantly alongside tools like Slack and QuickBooks Online.
Can I automatically create Infinity items from new Square orders?
Frequently Asked Questions
Can I connect Infinity, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Infinity and Square?
Frequently Asked Questions
How does Infinity handle incoming order data from Square?
Frequently Asked Questions
Can I update customer profiles in Square from Infinity?
Frequently Asked Questions
Do I need coding skills to automate Infinity and Square?
Frequently Asked Questions
Is the Infinity and Square integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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You Can Also Connect Infinity or Square With 1500+ Other Apps

Infinity
Popular Infinity Integrations
Connect Infinity to project management, note-taking, and database tools to plan work and track team progress.
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Infinity Integrations arrow right
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Square
Popular Square Integrations
Sync Square with accounting, CRM, and customer support platforms to manage transactions and client relationships.
See All
Square Integrations arrow right
No popular apps found