Quotient + Square Integration

Integrate Quotient to Square in one click, or tell Integrately AI how you want each customer handled. Create customers, process paid orders, update records, and sync payments automatically.

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1.
  • Quotient
    Quote is accepted in Quotient Instant
  • Quotient
    Quote is declined in Quotient Instant
  • Quotient
    New quote is sent in Quotient Instant
  • Quotient
    Customer asks a new question in Quotient Instant
  • Quotient
    Customer views a quote in Quotient Instant
  • 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
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2.
  • 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 Workflows Ready Workflows for Quotient + Square Integration

Create customers from accepted quotes, record payments, update customer details, and track orders, all in just one click.

Most popular automationmost-popular-automations
Quotient + Square Integration

Create Square customer from new Quotient contact

Quotient can be integrated with Square to help you manage your invoicing and finances. When a new contact is created in Quotient, a corresponding customer record should be created in Square.

This will ensure that your financial records are always up-to-date and accurate and you'll have a more accurate picture of your business' performance.

Setting up this automation is easy - just click on activate and connect your Quotient and Square accounts with Integrately.
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Activate
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Connect more apps to your Quotient + Square flow

Send notifications to your team, sync invoice data, and log client records after your quotes and payments process. Pick a combination and activate it in one click.

Quotient
Square
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
CalendlyCalendly (4)
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TypeformTypeform (4)
Q
S
Q
When a quote is accepted in Quotient, create a customer in Square and generate an invoice in QuickBooks Online
Accepted quotes instantly establish a Square customer and a QuickBooks Online invoice without manual data transfer.
Q
S
Q
When a payment is successful in Square, update the customer in Square and create a customer in QuickBooks Online
Successful payments update Square customer details and automatically establish new customer accounts in QuickBooks Online.
Q
S
Q
When an order is created in Square, get the order details and log a sales receipt in QuickBooks Online
Square orders automatically retrieve order data and create corresponding sales receipts in QuickBooks Online.
Q
S
Q
When a new quote is sent in Quotient, search for the customer in Square and record a transaction in QuickBooks Online
Sent quotes verify existing Square customer profiles and record corresponding entries in QuickBooks Online.

Supported triggers and actions for Quotient and Square

Mix and match to build the exact automation you need

Quotient
Quotient Triggers & Actions
Instant
Quote is accepted in Quotient
Triggers the automation when any quote is accepted
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Instant
Quote is declined in Quotient
Triggers the automation when a quote is rejected or not accepted
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Instant
New quote is sent in Quotient
Triggers the automation when a new quote is sent
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Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
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Instant
Customer views a quote in Quotient
Triggers the automation when a customer views a quote
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No action is available
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 Quotient + Square?

Streamline your entire quoting and payment workflow by connecting accepted quotes directly to customer records and orders.

What you can automate?
🔄
Create Square customers from accepted quotes
Instantly generate a new customer profile in Square the moment your client accepts a quote in Quotient. Eliminate repetitive manual data entry between your sales and commerce systems.
📋
Capture every submitted quote detail
Map all quote options, pricing tiers, and client questions into separate database fields. Your records become a comprehensive reference source for review and fulfillment.
🔔
Notify your team the second deals close
Send instant channel messages or alerts whenever a quote is accepted or a payment is successful. Keep sales, support, and finance teams coordinated in real time.
🔀
Route workflows based on submitted quote fields
Trigger different actions depending on specific quote criteria or payment statuses. Direct high-value clients to priority workflows automatically.
🔄
Keep customer records updated automatically
Sync customer modifications, status changes, and new order events across both platforms instantly. Prevent outdated contact information from causing delivery issues.
🔍
Search and update instead of creating duplicates
Check if a customer already exists in Square before creating a new profile. Maintain a clean database without redundant entries.
💳
Handle later payment events and status changes
Automate workflows for successful payments, failed transactions, and order fulfillments. Keep your financial pipelines accurate throughout the entire buyer lifecycle.
🔌
Extend flows to popular supporting apps
Connect your core Quotient and Square workflow to tools like Slack, QuickBooks Online, or Mailchimp. Build powerful multi-step automations tailored to your exact business stack.
And much more...

Who is Quotient + Square integration for?

Sales managers, finance teams, and business owners streamline quoting and payment tracking, eliminating manual data entry between platforms.

Finance directors and analysts
Finance directors and analysts
Sales representatives
Sales representatives
Client success managers
Client success managers
High-volume store operators
High-volume store operators
Fulfillment and warehouse teams
Fulfillment and warehouse teams
Operations administrators
Operations administrators
📈
Finance directors and analysts
You rely on accurate revenue reports to forecast performance, but manual data entry leaves your financial summaries hours behind — this integration means every accepted quote and paid order syncs instantly so your reporting numbers remain completely up to date.
⚡
Sales representatives
You need to act fast when clients sign proposals, but waiting for manual notifications causes delayed follow-ups — with this integration, every accepted quote triggers customer creation and team alerts immediately.
🤝
Client success managers
You answer to clients expecting smooth onboarding after signing quotes, but disjointed handoffs cause frustrating delays — automating both apps means client profiles and kickoff tasks populate the moment deals close.
🔄
High-volume store operators
The volume of daily orders and quotes is too high for anyone to keep up by hand, leading to missed customer records — connecting these apps means every transaction and customer entry logs automatically without human intervention.
📦
Fulfillment and warehouse teams
You own the next step after a purchase and depend on sales to hand over order details, but communication gaps stall fulfillment — this integration means order data reaches your fulfillment stack the second payment clears.
🗂️
Operations administrators
You need a reliable history of client transactions and quotes, but manual tracking leaves frustrating gaps in your database — automating both apps means every customer record and order entry matches perfectly across platforms.
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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Quotient + Square

Build and manage your Quotient + 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 Quotient + 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
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2
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Quotient to Square?
Frequently Asked Questions
You can connect Quotient to Square in 1-click using ready workflows on Integrately, or ask Integrately AI to build your automation. It also connects smoothly with apps like QuickBooks Online, Mailchimp, and Slack.
Can I automatically create a Square customer when a quote is accepted in Quotient?
Frequently Asked Questions
Can I connect Quotient, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Quotient and Square?
Frequently Asked Questions
How do quote events trigger Square actions?
Frequently Asked Questions
Can I manage Square customer records automatically?
Frequently Asked Questions
Do I need coding skills to automate Quotient and Square?
Frequently Asked Questions
Is the Quotient and Square integration free?
Frequently Asked Questions
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You Can Also Connect Quotient or Square With 1500+ Other Apps

Quotient
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Square
Popular Square Integrations
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