Ora + Square Integration

Integrate Ora to Square in one click, or tell Integrately AI how you want each task handled. Capture payment details, create customer profiles, log orders, and update your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Ora
    Task is created in Ora
  • Ora
    Assignee is added to task in Ora
  • Ora
    Comment is added to task in Ora
  • Ora
    Label is added to task in Ora
  • 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.
  • Ora
    Create card in Ora
  • Ora
    Add member to card in Ora
  • Ora
    Create comment in Ora
  • Ora
    Create list in Ora
  • 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 Ora + Square Integration

Create customer records, process payments, log orders, and track time, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Ora + Square flow

Keep accounting up to date and alert your team when payments clear. Pick a combination and activate it in one click.

Ora
Square
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
ShopifyShopify (3)
+
GmailGmail (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
O
S
S
Create a Square customer when a task is created in Ora, and notify your sales channel in Slack.
New tasks in Ora instantly create matching customer profiles in Square while alerting your sales channel in Slack.
S
O
S
When a payment is successful in Square, add a comment in Ora and post an update in Slack.
Successful payments in Square automatically log comments on Ora tasks and notify your finance channel on Slack.
S
O
S
When an order is created in Square, create a card in Ora and alert your operations channel in Slack.
New Square orders automatically generate project cards in Ora and notify your operations team in Slack.
S
O
S
If a payment fails in Square, create an Ora comment and alert your support channel in Slack.
Failed payments in Square instantly flag Ora tasks and notify your support team in Slack for quick resolution.

Supported triggers and actions for Ora and Square

Mix and match to build the exact automation you need

Ora
Ora Triggers & Actions
Task is created in Ora
Triggers the automation when a new task is created
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Assignee is added to task in Ora
Triggers the automation when any task is assigned to someone
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Comment is added to task in Ora
Triggers the automation when a comment is added to a task
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Label is added to task in Ora
Triggers the automation when any task is labelled
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Create card in Ora
Generates a new card for a task
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Add member to card in Ora
Assigns a team member to a task card
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Create comment in Ora
Generates a new comment
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Create list in Ora
Generates a new list
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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 Ora + Square?

Streamline your project management and commerce operations by syncing tasks, payments, customers, and orders automatically.

What you can automate?
💳
Create a card in Ora for every successful Square payment
Automatically generate project tracking cards the moment a transaction clears in Square. Keep your team aligned on incoming revenue and project deliverables without lifting a finger.
📋
Capture every customer field from Square into Ora cards
Map available customer names, emails, and transaction amounts directly into Ora task fields. Ensure your team has full context for every project kickoff.
🔔
Notify your team instantly when a new order is created
Trigger immediate alerts across team communication channels whenever a new order comes through Square. Never miss a fulfillment deadline again.
🔀
Route tasks differently based on payment status fields
Send successful payments and failed transactions to separate Ora lists or assignees automatically. Direct operational workflows to the right team members instantly.
🔄
Update customer records in Square as project tasks progress
Keep billing profiles accurate by pushing milestone updates and contact changes back into Square. Eliminate data drift between your project boards and commerce dashboard.
🔍
Search existing customers before creating new records in Square
Check for matching profiles before adding new entries to prevent duplicate records. Maintain a clean, organized database across all your customer touchpoints.
⚠️
Update project cards when Square payments fail or succeed
Modify task labels and comments dynamically based on real-time transaction statuses in Square. Maintain an accurate picture of financial health directly on your project board.
💬
Send payment alerts to Slack when new Square orders arrive
Combine Ora and Square workflows with Slack to notify stakeholders immediately. Keep everyone informed of order milestones without checking multiple dashboards.
And much more...

Who is Ora + Square integration for?

Project managers and finance teams juggling client tasks and commerce data need automated handoffs that keep workflows aligned without manual data entry.

Performance analysts
Performance analysts
Operations managers
Operations managers
Account managers
Account managers
E-commerce support leads
E-commerce support leads
Finance leads
Finance leads
Quality assurance leads
Quality assurance leads
📈
Performance analysts
You're tracking task completion against sales metrics, but your reporting sheet only updates when someone manually exports payment data, so the revenue counts you review are always outdated — with this integration, every successful transaction lands in your workflow instantly and your numbers stay current.
Operations managers
You're responding to customer issues across multiple platforms, but you discover failed payments hours after they happen because task boards and payment dashboards are disconnected — connecting these apps means every failed transaction triggers an immediate card so your team resolves issues faster.
🤝
Account managers
You're preparing progress reports for stakeholders, but status updates require cross-referencing separate billing systems and project boards manually, so client meetings start with missing data — automating both apps means every order update reflects on your boards automatically and your reports stay accurate.
📦
E-commerce support leads
You're managing massive order volumes every day, but tracking customer requests alongside payment records by hand leads to missed follow-ups — with this integration, every new customer creates a structured card instantly and your queues stay manageable.
💳
Finance leads
You're awaiting project milestones before issuing invoices, but billing records stall while waiting for task handoffs to be logged manually, so accounting cycles are constantly delayed — connecting these apps means every completed task triggers a customer update instantly and your billing cycle moves smoothly.
🔍
Quality assurance leads
You're auditing historical project records, but payment histories and task logs drift apart over time, leaving audit gaps in your system — automating both apps means every payment event links directly to a task history and your records remain complete.
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 Ora + Square

Build and manage your Ora + 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 Ora + 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
Price Comparison with Popular Alternatives
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😐
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in $19.99
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😍
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in $19.99

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Frequently Asked Questions

How do I connect Ora to Square?
Frequently Asked Questions
You can connect Ora to Square in 1 click using ready automation templates or Integrately AI. Link your accounts, choose your workflow, and start syncing data instantly.
Can I automatically create Ora tasks from new Square payments?
Frequently Asked Questions
Can I connect Ora, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Ora and Square?
Frequently Asked Questions
How do task creation triggers work between Ora and Square?
Frequently Asked Questions
Can I sync customer data from Square into Ora automatically?
Frequently Asked Questions
Do I need coding skills to automate Ora and Square?
Frequently Asked Questions
Is the Ora 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?

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