Reply + Square Integration

Integrate Reply to Square in one click, or tell Integrately AI how you want each customer handled. Create contacts, sync payment details, trigger outreach campaigns, and update your records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Reply
    Contact is created in Reply
  • Reply
    Prospect replies to an email in Reply Instant
  • Reply
    Email is sent in Reply Instant
  • Reply
    Person opens email in Reply Instant
  • Reply
    Reply is marked with new inbox category in Reply Instant
  • Reply
    Prospect finished the sequence in Reply Instant
  • Reply
    Person opts out in Reply 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
Arrow Right
2.
  • Reply
    Create a person and push to campaign in Reply
  • Reply
    Create or Update Contact in Reply
  • Reply
    Search contact by email in Reply
  • Reply
    Search contact status in campaign in Reply
  • Reply
    Remove a contact from campaign in Reply
  • Reply
    Mark as finished in Reply
  • Reply
    Mark as replied in Reply
  • 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 Reply + Square Integration

Capture customers, push contacts to campaigns, sync payments, and trigger outreach, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your Reply + Square flow

Connect customer data across CRMs, messaging platforms, spreadsheets, and scheduling tools after your core sync finishes. Pick a combination and activate it in one click.

Reply
Square
+
SalesforceSalesforce (6)
+
MailchimpMailchimp (5)
+
SlackSlack (5)
+
Google SheetsGoogle Sheets (5)
+
CalendlyCalendly (5)
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StripeStripe (5)
S
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Create a Reply person and a Salesforce lead whenever a new Square customer is created.
New Square customers automatically start a Reply campaign and log a lead in Salesforce, eliminating manual data entry across your stack.
S
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When a Square payment is successful, update the contact in Reply and update the Salesforce opportunity.
Successful Square payments update your Reply contact status and advance your Salesforce opportunity automatically.
R
S
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Create a Salesforce task for every Reply contact who opts out, and update their customer record in Square.
Opt-outs in Reply automatically trigger a Salesforce follow-up task and update the customer details in Square.
S
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If a new Square customer is created, add them to Reply campaigns and create a high-priority Salesforce lead.
New Square customers are immediately routed into targeted Reply campaigns and prioritized in Salesforce.
S
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Use ChatGPT to analyse new Square customer details, create a Reply person, and log the brief in Salesforce.
ChatGPT analyses new Square customer information to generate tailored Reply outreach and update Salesforce records.
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Turn every successful Square payment into a Reply campaign enrollment, create a Salesforce opportunity, and notify your finance team in Slack.
Paid Square orders instantly trigger Reply campaigns, create Salesforce opportunities, and alert your team in Slack.

Supported triggers and actions for Reply and Square

Mix and match to build the exact automation you need

Reply
Reply Triggers & Actions
Contact is created in Reply
Triggers the automation when a new contact is created
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Instant
Prospect replies to an email in Reply
Triggers the automation when a prospect replies to an email
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Instant
Email is sent in Reply
Triggers the automation when an email is sent
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Instant
Person opens email in Reply
Triggers the automation when a person opens an email
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Instant
Reply is marked with new inbox category in Reply
Triggers the automation when a reply is marked with a new inbox category
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Instant
Prospect finished the sequence in Reply
Triggers the automation when prospect finishes the sequence
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Instant
Person opts out in Reply
Triggers the automation when a person opts out of marketing communications
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Create a person and push to campaign in Reply
Creates a new person and adds them to a campaign
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Create or Update Contact in Reply
Adds or update contact information
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Search contact by email in Reply
Finds and retrieves contact information using their email address
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Search contact status in campaign in Reply
Searches for a contact's status in a campaign
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Remove a contact from campaign in Reply
Removes a contact from a campaign
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Mark as finished in Reply
Mark a task or item as completed
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Mark as replied in Reply
Mark incoming messages as replied to save time and keep track of conversations
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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
Try it →

What can you automate with Reply + Square?

Sync customers, track payments, automate outreach sequences, and keep your entire sales and commerce data aligned without writing code.

What you can automate?
🔄
Sync Square customers to Reply campaigns automatically
Trigger outreach campaigns the moment a new customer is created in Square. Every contact flows into Reply instantly without manual copying.
📝
Capture every detail from orders and customers
Map all available customer fields and payment attributes from Square into Reply instead of just basic names and emails, ensuring richer prospect profiles.
🔔
Notify your team instantly on payment events
Alert sales reps the second a payment succeeds or a customer is created, ensuring immediate follow-up on high-value transactions.
🔀
Route contacts based on payment status
Apply different Reply campaigns depending on whether a Square payment succeeded or failed, ensuring tailored communication for every scenario.
🔄
Keep customer records synchronized across tools
Update customer details and contact statuses in Reply whenever changes occur in Square, maintaining accurate records everywhere.
👤
Create or update contacts without duplicates
Search existing records before creating new ones in Reply or Square, keeping your database clean and free of redundant entries.
💳
Handle payment failures and order updates
Trigger automated removal or status updates in Reply when Square payments fail or new orders are successfully placed.
🔌
Extend your workflow to Slack or Google Sheets
Push customer and payment data into Slack or Google Sheets alongside your core Reply and Square synchronization for complete visibility.
And much more...

Who is Reply + Square integration for?

Sales teams and commerce managers connecting outreach platforms with payment systems need automated customer syncing to eliminate manual data entry and accelerate follow-ups.

Sales Analysts
Sales Analysts
Outreach Specialists
Outreach Specialists
Account Managers
Account Managers
Sales Operations Leads
Sales Operations Leads
Business Development Reps
Business Development Reps
Compliance Officers
Compliance Officers
📈
Sales Analysts
You're tracking outreach metrics against payment data, but your spreadsheets only update when someone exports files by hand, so your conversion reports are always a few hours behind — with this integration, every new Square payment and Reply contact syncs instantly and your pipeline numbers stay current.
Outreach Specialists
You need to follow up the moment a customer buys or engages, but manual handoffs leave you scrambling to check disconnected tools, so hot leads go cold before you reach them — connecting these apps means every new Square customer triggers an immediate Reply campaign so you never miss a timing window.
📋
Account Managers
You answer to stakeholders who want real-time visibility into customer onboarding and sales progression, but scattered records make assembling status updates a weekly chore — this integration means your activity logs and payment statuses match automatically without extra admin.
🚀
Sales Operations Leads
Your team processes hundreds of commerce transactions and outreach sequences daily, but manual contact creation causes bottlenecks and duplicate entries across systems — automating both apps means every customer and order flows seamlessly without human error.
🤝
Business Development Reps
You depend on payment confirmation before initiating outreach, but delayed notifications mean you spend hours checking dashboards to see who paid — with this integration, successful Square payments instantly create Reply contacts ready for your team to pitch.
🛡️
Compliance Officers
You need an accurate, unbroken audit trail of customer communications and transactions, but manual logging leaves gaps in your historical records — connecting these apps means every interaction and payment event is captured precisely from end to end.
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 Reply + Square

Build and manage your Reply + 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 Reply + 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
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😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Reply to Square?
Frequently Asked Questions
Connecting Reply to Square is simple and takes just 1-click using ready-made templates or Integrately AI. You can link your accounts with Salesforce, Mailchimp, Slack, Google Sheets, Calendly, Stripe, and 1,500+ other apps without writing any code.
Can I automatically sync Square customers to Reply campaigns?
Frequently Asked Questions
Can I connect Reply, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Reply and Square?
Frequently Asked Questions
How do I handle customer creation between Reply and Square?
Frequently Asked Questions
Can I trigger Reply workflows when Square payments succeed?
Frequently Asked Questions
Do I need coding skills to automate Reply and Square?
Frequently Asked Questions
Is the Reply and Square integration free?
Frequently Asked Questions
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You Can Also Connect Reply or Square With 1500+ Other Apps

Reply
Popular Reply Integrations
Connect Reply with CRM, email, and messaging tools to streamline sales outreach and prospect engagement.
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Square
Popular Square Integrations
Sync Square with accounting, invoicing, and reporting tools to manage commerce data across your stack.
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No popular apps found