Ontraport + Square Integration

Integrate Ontraport to Square in one click, or tell Integrately AI how you want each contact handled. Capture customer payments, create contacts, update records, and log transactions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Ontraport
    Contact is created in Ontraport
  • Ontraport
    Tag is added in Ontraport Instant
  • Ontraport
    Tag is removed in Ontraport Instant
  • Ontraport
    Form is submitted in Ontraport Instant
  • Ontraport
    Transaction is created in Ontraport
  • Ontraport
    Form is created in Ontraport
  • Ontraport
    Group is created in Ontraport
  • 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.
  • Ontraport
    Update product in Ontraport
  • Ontraport
    Create transaction in Ontraport
  • Ontraport
    Search product by name in Ontraport
  • Ontraport
    Create product in Ontraport
  • Ontraport
    Create contact in Ontraport
  • Ontraport
    Update contact in Ontraport
  • Ontraport
    Search contact in Ontraport
  • Ontraport
    Get transaction by Id in Ontraport
  • Ontraport
    Search campaign in Ontraport
  • 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Ontraport + Square Integration

Capture customer payments, create contacts, update records, log transactions, and trigger follow-ups, 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 Ontraport + Square flow

Keep your store, email lists, and financial records in sync with your core setup. Pick a combination and activate it in one click.

Ontraport
Square
+
ShopifyShopify (4)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
SlackSlack (3)
S
O
S
When a payment is successful in Square, create an Ontraport contact and add a product in Shopify.
Successful Square payments automatically create contacts in Ontraport and add products in Shopify without manual data entry.
S
O
S
When a customer is created in Square, update the contact in Ontraport and create an order in Shopify.
New Square customers update Ontraport records and generate corresponding Shopify orders instantly.
O
S
S
When a form is submitted in Ontraport, create a customer in Square and update the product in Shopify.
Ontraport form submissions instantly update Square customers and refresh Shopify inventory items.
O
S
S
When a transaction is created in Ontraport, create a paid order in Square and create a product in Shopify.
Ontraport transactions automatically generate paid Square orders and new Shopify product listings.

Supported triggers and actions for Ontraport and Square

Mix and match to build the exact automation you need

Ontraport
Ontraport Triggers & Actions
Contact is created in Ontraport
Triggers the automation when a new contact is created
Try it →
Instant
Tag is added in Ontraport
Triggers the automation when a tag is added
Try it →
Instant
Tag is removed in Ontraport
Triggers the automation when a tag is added
Try it →
Instant
Form is submitted in Ontraport
Triggers the automation when a form is filled
Try it →
Transaction is created in Ontraport
Triggers the automation when a new transaction is created
Try it →
Form is created in Ontraport
Triggers the automation when a new form is created
Try it →
Group is created in Ontraport
Triggers the automation when a new group is created
Try it →
Update product in Ontraport
Modifies an existing product
Try it →
Create transaction in Ontraport
Records a new transaction
Try it →
Search product by name in Ontraport
Finds a product based on its name
Try it →
Create product in Ontraport
Adds a new product to the system
Try it →
Create contact in Ontraport
Adds a new contact to the database
Try it →
Update contact in Ontraport
Updates contact information with new details
Try it →
Search contact in Ontraport
Finds and retrieves contact information
Try it →
Get transaction by Id in Ontraport
Retrieves a transaction using its id
Try it →
Search campaign in Ontraport
Searches for a campaign
Try it →
Square
Square Triggers & Actions
Payment is failed in Square
Triggers the automation when a payment fails
Try it →
Payment is successful in Square
Triggers the automation when a payment is successfully processed
Try it →
Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
Try it →
Customer is created in Square
Triggers the automation when a new customer is created
Try it →
Order is created in Square
Triggers the automation when a new order is created
Try it →
Update customer in Square
Try it →
Create customer in Square
Adds a new customer to the database
Try it →
Search customer in Square
Locates and retrieves customer information
Try it →
Add customer to group in Square
Assigns a customer to a group or segment based on predefined criteria
Try it →
Create booking in Square
Schedule and confirm a booking request
Try it →
Get order by Id in Square
Retrieves an order by its id
Try it →
Create paid order in Square
Creates a new paid order
Try it →
Get customer by Id in Square
Retrieves customer information based on their id
Try it →

What can you automate with Ontraport + Square?

Streamline your customer data, payment processing, and order management with powerful automated workflows.

What you can automate?
💳
Create Ontraport contacts from Square payments
Automatically generate a new contact in Ontraport whenever a payment is successful in Square, keeping your CRM fully updated with buyers.
📝
Capture every submitted form field
Map all available Ontraport form submission details directly into your Square customer profiles instead of just basic names and emails.
🔔
Notify your team on payment success
Send instant alerts to your team members whenever a new payment is completed or an order is created in Square.
🔀
Route records based on submitted criteria
Perform different actions in Ontraport depending on the specific product or transaction details submitted through Square.
🔄
Keep customer profiles up to date
Automatically update existing customer records in Square whenever corresponding contact information changes in Ontraport.
🔍
Search and update instead of duplicating
Search for existing contacts before creating new records, preventing duplicate entries across your database.
⚠️
Handle payment failures and updates
Trigger specific follow-up tasks or update records automatically when a payment fails or status changes in Square.
💬
Extend workflows to team messaging apps
Connect your core Ontraport and Square setup with Slack to post revenue updates and transaction alerts directly to your channels.
And much more...

Who is Ontraport + Square integration for?

Business owners, marketers, and sales teams managing customer data, payments, and ecommerce fulfillment across Ontraport and Square benefit from automated synchronization.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Ecommerce operators
Ecommerce operators
Customer success leads
Customer success leads
Operations directors
Operations directors
📈
Performance marketers
You're running campaigns across multiple channels but your tracking sheet only updates when someone manually exports payment data, so the transaction counts you're optimising against are always a few hours behind — with this integration, every new payment lands in your CRM instantly and your data stays current.
Sales development reps
You need to reach out the moment a customer completes a purchase, but manual notifications leave you finding out hours later when deals have already gone cold — automating both apps means every successful payment creates a contact instantly so you can follow up while interest is high.
📊
Account managers
You answer to clients who want to see real-time progress on their orders and invoices, but you spend mornings cross-referencing records between systems — connecting these apps means order details flow directly into your CRM profiles without manual data entry.
🛍️
Ecommerce operators
The volume of daily orders is too high for anyone to keep up by hand, leading to missed customer profiles and delayed fulfillment records — this integration means every transaction and customer record syncs automatically across your entire workflow.
🤝
Customer success leads
You own the onboarding stage and depend on someone upstream to hand over customer details after checkout, but records frequently slip through the cracks — automating both apps means customer profiles are created the second a payment clears.
🗂️
Operations directors
You need a reliable transaction history for auditing and reporting, but manual data entry keeps leaving frustrating gaps in your database — connecting these apps means every order and customer record is logged accurately every single time.
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 Ontraport + Square

Build and manage your Ontraport + 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 Ontraport + 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Ontraport to Square?
Frequently Asked Questions
You can connect Ontraport to Square in 1 click using ready-made templates on Integrately or by asking Integrately AI to build the automation and map the fields. Once connected, your apps sync data instantly with 24/5 live chat support available.
Can I automatically create Ontraport contacts from Square payments?
Frequently Asked Questions
Can I connect Ontraport, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Ontraport and Square?
Frequently Asked Questions
How does Ontraport handle contact creation and updates here?
Frequently Asked Questions
How does Square manage customer and payment triggers?
Frequently Asked Questions
Do I need coding skills to connect Ontraport and Square?
Frequently Asked Questions
Is the Ontraport 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 Ontraport or Square With 1500+ Other Apps

Ontraport
Popular Ontraport Integrations
Connect Ontraport with CRMs, email tools, and marketing platforms to manage and nurture your leads.
See All
Ontraport Integrations arrow right
No popular apps found
Square
Popular Square Integrations
Sync Square with accounting, invoicing, and inventory tools to keep your business operations running smoothly.
See All
Square Integrations arrow right
No popular apps found