sevDesk + Square Integration

Integrate sevDesk to Square in one click, or tell Integrately AI how you want each customer handled. Create sevDesk invoices, generate vouchers, update contacts, and manage orders automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • sevDesk
    Invoice is updated in sevDesk
  • sevDesk
    Invoice is created in sevDesk
  • sevDesk
    Contact is created in sevDesk
  • sevDesk
    Voucher is created in sevDesk
  • sevDesk
    Order is created in sevDesk
  • sevDesk
    Order is updated in sevDesk
  • Square
    Payment is failed in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Payment is successful in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
Arrow Right
2.
  • sevDesk
    Get communication by contact ID in sevDesk
  • sevDesk
    Get address by contact ID in sevDesk
  • sevDesk
    Create communication way in sevDesk
  • sevDesk
    Create invoice in sevDesk
  • sevDesk
    Send invoice by mail in sevDesk
  • sevDesk
    Create a part in sevDesk
  • sevDesk
    Create a voucher in sevDesk
  • sevDesk
    Add address to contact in sevDesk
  • sevDesk
    Search part in sevDesk
  • sevDesk
    Update part in sevDesk
  • sevDesk
    Create person contact in sevDesk
  • sevDesk
    Create organization contact in sevDesk
  • sevDesk
    Search contact in sevDesk
  • sevDesk
    Update person contact in sevDesk
  • sevDesk
    Update organization contact in sevDesk
  • sevDesk
    Search Tag by name in sevDesk
  • sevDesk
    Create a Tag in sevDesk
  • sevDesk
    Update tag in sevDesk
  • sevDesk
    Send order via email in sevDesk
  • 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 sevDesk + Square Integration

Create invoices, log customers, update orders, and track vouchers, all in just one click.

Most popular automationmost-popular-automations
Square + sevDesk Integration

Create sevDesk contact for new Square customer

When you create a customer in Square, it's important to also create that contact in sevDesk. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.
  • 1of1
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 sevDesk + Square flow

Sync customer records, notify your team about new transactions, and log financial data across your tools. Pick a combination and activate it in one click.

sevDesk
Square
+
ShopifyShopify (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
MailchimpMailchimp (3)
S
S
S
Create a person contact in sevDesk for every new Shopify order, and process the payment in Square
New Shopify orders instantly generate a person contact in sevDesk and a paid order in Square, eliminating manual data entry.
S
S
S
When a Shopify customer is updated, update the matching contact in sevDesk and search for the customer in Square
Keep contact details synchronized between Shopify, sevDesk, and Square automatically.
S
S
S
Create an invoice in sevDesk when a Shopify order is fulfilled, and retrieve the order details in Square
Automate your billing in sevDesk and verify order records in Square upon Shopify fulfilment.

Supported triggers and actions for sevDesk and Square

Mix and match to build the exact automation you need

sevDesk
sevDesk Triggers & Actions
Invoice is updated in sevDesk
Triggers the automation when an invoice is updated
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Invoice is created in sevDesk
Triggers the automation when any invoice is added or modified
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Contact is created in sevDesk
Triggers the automation when a new contact is created
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Voucher is created in sevDesk
Triggers the automation when a new voucher is created
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Order is created in sevDesk
Triggers the automation when a new order is created
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Order is updated in sevDesk
Triggers the automation when order is updated.
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Get communication by contact ID in sevDesk
Retrieves communication details based on contact ID
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Get address by contact ID in sevDesk
Retrieves address information based on contact ID
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Create communication way in sevDesk
Creates a new communication method
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Create invoice in sevDesk
Generates invoices for sales transactions
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Send invoice by mail in sevDesk
Sends an invoice by mail
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Create a part in sevDesk
Creates a new part
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Create a voucher in sevDesk
Generates unique voucher codes
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Add address to contact in sevDesk
Adds address details to a contact
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Search part in sevDesk
Searches for a part
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Update part in sevDesk
Updates part information
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Create person contact in sevDesk
Adds a new contact to the person database
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Create organization contact in sevDesk
Creates a new organization contact
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Search contact in sevDesk
Finds and retrieves contact information
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Update person contact in sevDesk
Updates contact information for a person
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Update organization contact in sevDesk
Updates contact details asociated with an organization with latest information
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Search Tag by name in sevDesk
Searches for a tag using its name
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Create a Tag in sevDesk
Creates a new tag
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Update tag in sevDesk
Updates tags for particular data or object
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Send order via email in sevDesk
Sends an order via email
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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 created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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Payment is successful in Square
Triggers the automation when a payment is successfully processed
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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 sevDesk + Square?

Streamline your accounting and point-of-sale operations with ready-made or custom automations.

What you can automate?
๐Ÿงพ
Create invoices from successful payments
Generate a sevDesk invoice automatically the moment a payment is successful in Square, ensuring your billing stays completely up to date.
๐Ÿ‘ค
Sync customer profiles across platforms
Capture new customer details created in Square and automatically create person contacts in sevDesk without duplicate records.
๐Ÿ””
Alert your team about financial updates
Send instant notifications to your Slack or email when invoices are created or payments fail, keeping your team informed immediately.
๐Ÿ”€
Route transactions based on payment status
Take different actions depending on whether a Square payment succeeds or fails, creating invoices or vouchers accordingly.
๐Ÿ“
Keep accounting records updated in real time
Update invoices, vouchers, and orders across sevDesk whenever corresponding records change in Square.
๐Ÿ”
Search and update existing contacts
Check for existing customer records before creating new ones to prevent duplicates across your database.
โš ๏ธ
Handle failed payments and vouchers
Automatically generate vouchers in sevDesk when a payment fails in Square to maintain accurate financial tracking.
๐ŸŒ
Extend your workflow with external apps
Connect your core sevDesk and Square flow with Google Sheets, Gmail, or Slack to build powerful multi-step automations.
And much more...

Who is sevDesk + Square integration for?

Connecting sevDesk and Square streamlines financial reporting, order tracking, and client management for busy business teams.

Financial controllers
Financial controllers
Retail store managers
Retail store managers
Client account leads
Client account leads
High-volume merchants
High-volume merchants
Operations coordinators
Operations coordinators
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Financial controllers
You review financial reports every week but your accounting records lag behind POS transactions, so the revenue figures you're analyzing are always outdated โ€” with this integration, every payment creates an invoice instantly and your books stay current.
โšก
Retail store managers
You need to track daily sales fast, but manual data entry between your point of sale and accounting software leaves you finding discrepancies too late โ€” automating both apps means every transaction updates your accounts instantly and discrepancies disappear.
๐Ÿค
Client account leads
You answer to stakeholders who want to see prompt billing and order confirmation, but delays in manual data transfer make progress hard to prove โ€” connecting these apps means every customer payment triggers immediate invoicing and visibility.
๐Ÿ“Š
High-volume merchants
The transaction volume is too high for anyone to keep up by hand, leading to missed customer records and delayed accounting entries โ€” this integration means every sale and customer profile is handled automatically without manual overhead.
๐Ÿ”„
Operations coordinators
You own fulfillment and depend on sales data being handed over from point-of-sale systems to initiate billing, but manual handoffs cause bottlenecks โ€” automating both apps means orders flow seamlessly into your accounting workflow.
๐Ÿ“
Bookkeepers
You need a reliable transaction history and keep finding gaps caused by manual copy-pasting between platforms โ€” with this integration, every voucher, order, and invoice is logged accurately and consistently.
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 sevDesk + Square

Build and manage your sevDesk + 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 sevDesk + 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 โ€” 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?

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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect sevDesk to Square?
Frequently Asked Questions
You can connect sevDesk and Square in 1 click using ready-made workflows on Integrately, or ask Integrately AI to build your custom automation. It takes less than 2 minutes to link your accounts and start syncing invoices and customers.
Can I automatically create sevDesk invoices from Square payments?
Frequently Asked Questions
Can I connect sevDesk, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for sevDesk and Square?
Frequently Asked Questions
How does sevDesk handle customer contacts in this integration?
Frequently Asked Questions
How does Square trigger actions in sevDesk?
Frequently Asked Questions
Do I need coding skills to automate sevDesk and Square?
Frequently Asked Questions
Is the sevDesk and Square integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect sevDesk or Square With 1500+ Other Apps

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