Act! 365 + Square Integration

Integrate Act! 365 to Square in one click, or tell Integrately AI how you want each contact handled. Create new contacts, register customers, sync payments, and update your dashboard automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • Square
    Payment is created (all status) in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is failed in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
Arrow Right
2.
  • Act! 365
    Create contact in Act! 365
  • 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 Act! 365 + Square Integration

Capture leads, create customers, process payments, and track orders, all in just one click.

Most popular automationsmost-popular-automations
Square + Act! 365 Integration

Create Act! 365 contact for new Square customer

If you are using Square, then you may want to also use Act! 365 to manage your customer relationships. With the help of this automation, whenever you create a customer in Square, a corresponding contact will be created in Act! 365.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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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 Act! 365 + Square flow

Extend your workflow by syncing customer data to email lists, accounting software, and team chat tools. Pick a combination and activate it in one click.

Act! 365
Square
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
A
S
M
Add every new Act! 365 contact as a Square customer, and add them to your Mailchimp audience.
New Act! 365 contacts immediately appear as Square customers and join your Mailchimp audience without manual exports.
S
A
M
When a Square customer is created, add them to Act! 365 and subscribe them in Mailchimp.
Square customers flow into Act! 365 and Mailchimp instantly for seamless marketing and sales outreach.
S
A
M
When a Square payment succeeds, create an Act! 365 contact and add a subscriber in Mailchimp.
Successful payments in Square trigger new contact creation in Act! 365 and email subscription in Mailchimp.
S
A
M
When a Square order is created, create an Act! 365 contact and update the Mailchimp subscriber.
New Square orders automatically create Act! 365 contacts and update subscriber records in Mailchimp.

Supported triggers and actions for Act! 365 and Square

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
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Create contact in Act! 365
Adds a new contact to the database
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Square
Square Triggers & Actions
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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Payment is failed in Square
Triggers the automation when a payment fails
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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 Act! 365 + Square?

Streamline your customer management and payment workflows by connecting Act! 365 and Square for real-time synchronization.

What you can automate?
🔄
Sync Act! 365 contacts to Square customers
Automatically create a customer in Square the moment a new contact is created in Act! 365. Eliminate double-entry and keep your sales and point-of-sale platforms completely aligned.
📋
Capture every submitted contact field
Map all available Act! 365 contact details into Square customer profiles instead of just names and emails. Your commerce records become a richer source for order fulfillment.
🔔
Alert your team instantly on payment success
Send immediate notifications to your team when a payment is successful in Square. Keep everyone informed of incoming revenue as transactions occur.
🔀
Route workflows based on payment status
Trigger different automated actions depending on whether a Square payment succeeds or fails. Update CRM stages or alert finance channels dynamically.
✏️
Keep destination records up to date
Automatically update customer details in Square whenever corresponding contact information changes in Act! 365. Maintain accurate records across both systems.
🔍
Search and update without duplicates
Search existing customer records in Square before creating new entries. Prevent duplicate profiles and keep your database clean.
💳
Handle later payment and order events
Automate follow-up tasks when payments fail or new orders are created in Square. Ensure timely resolution for every transaction event.
🚀
Extend your workflow to Slack
Connect Act! 365 and Square with Slack to notify your team automatically whenever a new contact or payment is processed.
And much more...

Who is Act! 365 + Square integration for?

Sales reps, business owners, and finance managers using Act! 365 and Square eliminate manual data entry, keeping customer records, payments, and orders perfectly synchronized across platforms.

Finance managers
Finance managers
Sales representatives
Sales representatives
Account managers
Account managers
Operations teams
Operations teams
Customer success leads
Customer success leads
Business analysts
Business analysts
📈
Finance managers
You're reviewing revenue reports in Act! 365, but your Square payment logs only update when someone manually exports records, so your financial summaries are always a few hours behind — with this integration, every payment transaction syncs instantly and your numbers stay current.
⚡
Sales representatives
You need to follow up with new buyers immediately, but customer details from Square take hours to reach Act! 365, so leads go cold before you make contact — with this integration, every new buyer appears in your CRM instantly and you can reach out right away.
🤝
Account managers
You answer to clients who expect their project histories and order statuses to be updated across all tools, but manual record-keeping leaves gaps — with this integration, every order and contact syncs automatically so your client records are always accurate.
📊
Operations teams
The volume of daily orders and customer signups is too high for your staff to copy between Square and Act! 365 by hand, leading to missing entries — with this integration, every order and customer record flows automatically without manual data entry.
🎯
Customer success leads
You depend on sales reps to hand over new client details from Act! 365 before you can begin onboarding, but handoffs get delayed — with this integration, every new contact triggers customer creation in Square and alerts your team instantly.
🗂️
Business analysts
You need a reliable, unbroken history of customer interactions and payments for forecasting, but fragmented app data creates blind spots — with this integration, every contact, payment, and order is logged cleanly for reliable analysis.
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Why choose Integrately to automate Act! 365 + Square

Build and manage your Act! 365 + 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 Act! 365 + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act! 365 to Square?
Frequently Asked Questions
You can connect Act! 365 to Square in 1 click using ready templates or ask Integrately AI to build the automation. It links Act! 365, Square, and other tools like Mailchimp, QuickBooks Online, and Slack instantly.
Can I automatically create a Square customer when a new contact is added in Act! 365?
Frequently Asked Questions
Can I connect Act! 365, Square, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Square?
Frequently Asked Questions
How does Act! 365 handle contact creation triggers in this integration?
Frequently Asked Questions
How does Square manage payment events in this integration?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Square?
Frequently Asked Questions
Is the Act! 365 and Square integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or Square With 1500+ Other Apps

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Square
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