Square + Customerly Integrations

Appy Pie Connect allows you to automate multiple workflows between Square and Customerly

About Square

Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations
Connect Square + Customerly in easier way

It's easy to connect Square + Customerly without coding knowledge. Start creating your own business flow.

  • New Customer

    Triggers when a new customeer occurred.

  • New Transaction

    Triggers when a new transaction is processed.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Square & Customerly Integrations Work

  1. Step 1: Choose Square as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Square with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Customerly as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Customerly with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Square and Customerly


Square is a financial service company that offers payment services. It was founded by Jack Dorsey and Jim McKelvey. McKelvey is a St. Louis native, who is also a designer and engineer. The two men met in 2004 when Dorsey was looking for an engineer to help him design a new kind of credit card reader. In 2009, Square was incorporated as a business. In the fall of 2010, Square launched an app for mobile phones, where users can enter credit card numbers, and then swipe the phone across a magnetic stripe reader, which then sends the information via Bluetooth to the merchant’s computer or iPad for processing. Customers can get a discount on their first transaction with Square, if they use the app or website to process at least $100 worth of business in one day.

Customerly is a loyalty program that helps businesses reward their customers for repeat purchases. It also helps customers track their spending habits and build loyalty towards their favorite brands. Every time the customer makes a purchase, they earn points, which can be redeemed for rewards that vary from discounts to free products. When the customer makes a purchase through Customerly, they receive a virtual “card” with the brand’s logo. They can then scan the code with their phone while they are making a purchase to earn points. They can also build up loyalty points by connecting their social media accounts so that they can share deals and coupons with their friends on Facebook, Twitter, Pinterest and more.

  • Integration of Square and Customerly
  • For Businesses. Square has helped make it easy for small businesses to accept credit cards using an iPad or iPhone. This has allowed small businesses to accept essentially anything as payment without having to install special equipment or wait for confirmation from a bank. However, it still does not have an integrated loyalty program that allows businesses to give their customers incentives for repeat business. Customerly is trying to fill this niche by offering businesses an easy way to offer loyalty programs without having to invest in new computer hardware or software. All merchants need to do is connect Customerly with their Square account, and they will immediately have access to the software that allows them to run their own loyalty program. For customers. Small businesses with no loyalty program used to be forced to compete with larger companies that had already established themselves in the market and were able to offer better deals on products and services. Square may have helped in making it easier for small businesses to sell products and services, but there was still no incentive for repeat business. Customers who bought products from small businesses could not expect deals or rewards for shopping at these establishments again. Now that Customerly is integrated in with Square, customers can enjoy rewards just by shopping at their favorite local stores or restaurants.

  • Benefits of Integration of Square and Customerly
  • This integration has been beneficial for both businesses and shoppers in several ways. For businesses, it enables them to offer loyal customers additional incentives for repeat business. This means that businesses do not have to worry about losing customers when they try out new products or services from other companies. In addition, it lowers the costs of marketing because businesses no longer have to spend money on expensive advertising campaigns. Instead, they can focus on offering customers more benefits when they choose to shop at their particular establishment instead of focusing on getting new customers or convincing existing ones to spend more money on products or services. This integration also provides shoppers with more choices because they now have access to exclusive deals and promotions from local businesses that they would not otherwise have access to if they did not use Customerly. This is great news for people who like to support local businesses instead of big chain stores or companies that are known worldwide.

    The process to integrate Square and Customerly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.