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Square + Plaid Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best ways to Integrate Square + Plaid

  • Square Gmail

    Square + Gmail

    Create Draft to Gmail from New Customer in SquareUp Read More...
    Close
    When this happens...
    Square New Customer
     
    Then do this...
    Gmail Create Draft
  • Square Gmail

    Square + Gmail

    Send Email in Gmail when New Customer is created in SquareUp Read More...
    Close
    When this happens...
    Square New Customer
     
    Then do this...
    Gmail Send Email
  • Square Gmail

    Square + Gmail

    Create Label to Gmail from New Customer in SquareUp Read More...
    Close
    When this happens...
    Square New Customer
     
    Then do this...
    Gmail Create Label
  • Square Google Sheets

    Square + Google Sheets

    Create Spreadsheet Row to Google Sheets from New Customer in SquareUp Read More...
    Close
    When this happens...
    Square New Customer
     
    Then do this...
    Google Sheets Create Spreadsheet Row
  • Square Google Sheets

    Square + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Customer is created in SquareUp Read More...
    Close
    When this happens...
    Square New Customer
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • Square {{item.actionAppName}}

    Square + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Square + Plaid in easier way

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

    Triggers
  • New Customer

    Triggers when a new customeer occurred.

  • New Transaction

    Triggers when a new transaction is processed.

  • New Item

    Triggers when a new item is created.

    Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Create payment recipient

    Create a new payment recipient

How Square & Plaid Integrations Work

  1. Step 1: Choose Square as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Plaid as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Square to Plaid.

    (2 minutes)

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