Square + Perfit Integration

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

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Ready workflows for Square + Perfit Integration

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Create Perfit contact for new Square transaction

If you're using Square to process payments on your website, you may want to create a corresponding contact in Perfit for each transaction. When a transaction is added in Square, this automation will automatically create the contact and populate it with the relevant information.

This allows you to keep track of your billing activity and generate reports from within Perfit.

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Create Perfit contact for new Square customer

Square + Perfit Integration

Activate

When Customer is created in Square > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

Square + Perfit Integration

Activate

When Customer is created in Square > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Square + Perfit Integration

Activate

When Customer is created in Square > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Square + Perfit Integration

Activate

When Customer is created in Square > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

Square + Perfit Integration

Activate

When Customer is created in Square > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Square + Perfit Integration

Activate

When Customer is created in Square > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Square + Perfit Integration

Activate

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Create Your Own Square & Perfit Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Square & Perfit

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Payment is failed in Square
Payment is successful in Square
Payment is created (all status) in Square
Customer is created in Square
Order is created in Square

Create customer in Square
Search customer in Square
Add customer to group in Square
Create booking in Square
Get order by Id in Square
Create paid order in Square
Get customer by Id in Square
Create contact in Perfit
Add interest to contact in Perfit
Unsubscribe a contact in Perfit
Search contact by email in Perfit
Delete contact in Perfit
Update contact in Perfit
Search a list by name in Perfit
Create list in Perfit
Rename list in Perfit
Search interest by name in Perfit

3x-10x Less Expensive Than Zapier

Zapier

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Square & Perfit with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Square or Perfit With 1100+ Other Apps

Square is a commerce platform that brings the world of small business into one easy-to-use mobile app. Run your entire business - from accepting payments to tracking inventory to managing orders and more - all from one dashboard.

See Square Integrations

Perfit is the email marketing software that helps you build and nurture your list, send beautiful responsive emails, manage subscribers and personalise campaigns based on subscriber activity. It also helps track campaign results.

See Perfit Integrations