Create Sharepoint row for new Square customer
Square + Sharepoint Integration
Sharepoint + Square Integration
Integrate Sharepoint to Square in one click, or tell Integrately AI how you want each payment handled. Record transaction details, update your project folders, alert your team, and track your revenue automatically.
Free forever.Use premium features free for 14 days.1.
File is created in folder in Sharepoint- Folder is created in Sharepoint
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
2.
- Search site in Sharepoint
- Create list item in Sharepoint
- Create list in Sharepoint
- Create folder in Sharepoint
- Search folder by name in Sharepoint
- Upload file in Sharepoint
- Search file by name in Sharepoint
- Download file in Sharepoint
- Create a shareable link of the File/Folder in Sharepoint
- Update customer 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
Trusted by experts at...
Ready Workflows for Sharepoint + Square Integration
Record payments, organise transaction files, update records, alert your team, and track financials, all in just one click.
Most popular automations
Create Sharepoint row for new Square order
Square + Sharepoint Integration
Create Sharepoint row for new Square Square
Square + Sharepoint Integration
Upload file in Sharepoint for Payment is successful in Square
Square + Sharepoint Integration
Create folder in Sharepoint for Payment is successful in Square
Square + Sharepoint Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Sharepoint + Square flow
Keep accounting books current, alert your team on chat, and sync files across storage tools once your core automation runs. Pick a combination and activate it in one click.
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Microsoft Excel (8)
Microsoft Excel (8) +
Slack (8)
Slack (8) +
QuickBooks Online (8)
QuickBooks Online (8) +
Google Drive (8)
Google Drive (8) +
Mailchimp (8)
Mailchimp (8) +
Stripe (8)
Stripe (8) S
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Add every successful Square payment to your Sharepoint list, and log the transaction details in Microsoft Excel.
Successful Square payments appear in your Sharepoint list within seconds and get logged in Microsoft Excel, so your financial tracking stays accurate.
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Save every new Square customer in your Sharepoint folder, and add their details to a Microsoft Excel spreadsheet.
New Square customers automatically generate a Sharepoint folder and get recorded in Microsoft Excel without manual data entry.
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When a Square order is created, update the tracking status in your Sharepoint list and record it in Microsoft Excel.
New Square orders instantly update your Sharepoint tracking list and log the transaction data in Microsoft Excel.
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Create a Sharepoint list item for every failed Square payment, and log the error details in Microsoft Excel.
Failed Square payments are captured in a Sharepoint list and logged in Microsoft Excel so billing teams can investigate quickly.
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If a successful Square payment exceeds one hundred dollars, record it in a dedicated Sharepoint list and update Microsoft Excel.
High-value Square payments are routed to a VIP Sharepoint list and recorded in Microsoft Excel for special handling.
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When a Square order is created, upload the fulfillment receipt to Sharepoint and update your Microsoft Excel archive.
New Square orders automatically upload fulfillment documents to Sharepoint and update your Microsoft Excel archive.
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Use ChatGPT to summarise every new Square payment note, save the summary in Sharepoint, and log the data in Microsoft Excel.
ChatGPT analyses Square payment notes, saves the summary in Sharepoint, and logs structured data in Microsoft Excel.
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Turn every successful Square payment into a Sharepoint list item, create a project folder in Google Drive, and log it in Microsoft Excel.
Successful Square payments create a Sharepoint item, set up a Google Drive folder, and log details in Microsoft Excel.
Supported triggers and actions for Sharepoint and Square
Mix and match to build the exact automation you need
What can you automate with Sharepoint + Square?
Streamline your commerce operations by connecting payment events to secure document storage and team workflows.
📄
Create list items from payments automatically
Every time a payment is successful in Square, an item is created in your Sharepoint list instantly. Eliminate manual data entry and keep your records perfectly aligned.
📂
Provision folders for every new customer
When a customer is created in Square, generate a dedicated folder in Sharepoint automatically. Keep client documents organized from day one without lifting a finger.
💬
Alert your team the moment orders arrive
Trigger instant team notifications in Slack or email whenever a new order is created in Square. Ensure your staff responds to customer purchases without delay.
🔀
Route transactions based on submitted fields
Send high-value payments to a priority Sharepoint list while logging standard sales in your general archive. Customize your workflows around specific order attributes.
🔄
Keep document archives updated as orders change
Update existing Sharepoint files and list items automatically when order statuses shift. Maintain accurate documentation throughout the entire lifecycle of a transaction.
🔍
Search and update instead of creating duplicates
Look up existing customer records in Sharepoint before adding new entries. Prevent messy duplicate files and keep your workspace clean and organized.
⚠️
Handle payment failures and disputes instantly
Capture failed payments and order cancellations from Square into dedicated Sharepoint lists. Give your support and finance teams immediate visibility to investigate issues.
🔗
Extend your workflow to accounting apps
Connect your core Sharepoint and Square flow to QuickBooks Online or Microsoft Excel. Automate multi-step pipelines that handle document storage and bookkeeping together.
And much more...
Who is Sharepoint + Square integration for?
Finance teams, operations managers, and business owners streamline their document storage and payment tracking by eliminating manual data entry between Sharepoint and Square.
Finance analysts
Operations managers
Account managers
Sales directors
Fulfillment coordinators
Business owners
📈
Finance analysts
You're running commerce transactions through your payment dashboard but your reporting documents only update when someone manually exports data, so the revenue counts you're reviewing are always a few hours behind — with this integration, every successful payment lands in your lists instantly and your financials stay current.
⚡
Operations managers
You oversee order fulfillment and client onboarding, but waiting for team members to cross-reference sales dashboards causes costly shipping delays — connecting these apps means every new order instantly generates a tracking list item and notifies your fulfillment staff without hesitation.
🤝
Account managers
You answer to clients who expect immediate confirmation of payments and onboarding document setups, but manual file creation leaves gaps in your project folders — automating both apps means every new customer triggers an instant folder setup and status log.
🚀
Sales directors
The transaction volume from your point-of-sale system is too high for anyone to keep up by hand, leading to missed client records and incomplete sales pipelines — integrating these apps means every customer profile and order is captured accurately in real time.
📦
Fulfillment coordinators
You own the delivery and shipping stage of every transaction and depend on upstream sales notifications to begin your work, but manual handoffs cause avoidable bottlenecks — this integration means every payment event immediately kicks off your fulfillment tasks.
🛡️
Business owners
You need a reliable audit history of every financial transaction and customer interaction, but manual record-keeping keeps introducing missing entries and mismatched data — with this integration, every payment and customer event populates your secure document storage flawlessly.
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 Sharepoint + Square
Build and manage your Sharepoint + Square automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Sharepoint + Square with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
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Frequently Asked Questions
How do I connect Sharepoint to Square?
You can connect Sharepoint to Square in one click using Integrately. Choose from ready-made automation templates or use Integrately AI to build your exact workflow connecting tools like Slack, Microsoft Excel, and QuickBooks Online instantly.
Can I automatically create a Sharepoint list item when a Square payment is successful?
Can I connect Sharepoint, Square, and Microsoft Excel?
What is a good Zapier alternative for Sharepoint and Square?
How do Sharepoint lists update with new Square orders?
Can Square customer records create folders in Sharepoint?
Do I need coding skills to automate Sharepoint and Square?
Is the Sharepoint and Square integration free?
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