Chatra + Square Integration

Integrate Chatra to Square in one click, or tell Integrately AI how you want each customer handled. Create customer records, sync chat details, update bookings, and track orders automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Chatra
    Conversation is started in Chatra Instant
  • Chatra
    Message is received in Chatra Instant
  • Chatra
    Chat is finished in Chatra Instant
  • 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.
  • 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready WorkflowsReady Workflows   for Chatra + Square Integration

Capture customer chats, organise contact records, update store data, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Chatra + Square flow

Teams often need to track chat interactions alongside store orders and customer data. Pick a combination and activate it in one click.

Chatra
Square
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
ZendeskZendesk (3)
+
QuickBooks OnlineQuickBooks Online (3)
C
S
S
Create a Square customer from every Chatra conversation, and add a customer in Shopify.
New Chatra conversations instantly create a Square customer and add a customer in Shopify without manual data entry.
C
S
S
When a message is received in Chatra, search customer in Square and update the customer in Shopify.
Incoming chat messages trigger customer searches in Square and update store records in Shopify automatically.
C
S
S
When a chat is finished in Chatra, create a booking in Square and add order notes in Shopify.
Finished chats trigger Square bookings and update Shopify order records automatically.

Supported triggers and actions for Chatra and Square

Mix and match to build the exact automation you need

Chatra
Chatra Triggers & Actions
Instant
Conversation is started in Chatra
Triggers the automation when a new conversation is initiated
Try it →
Instant
Message is received in Chatra
Triggers the automation when a new message is received
Try it →
Instant
Chat is finished in Chatra
Triggers the automation when a chat is marked as complete
Try it →
No action is available
Square
Square Triggers & Actions
Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
Try it →
Payment is successful in Square
Triggers the automation when a payment is successfully processed
Try it →
Payment is failed in Square
Triggers the automation when a payment fails
Try it →
Customer is created in Square
Triggers the automation when a new customer is created
Try it →
Order is created in Square
Triggers the automation when a new order is created
Try it →
Update customer in Square
Try it →
Create customer in Square
Adds a new customer to the database
Try it →
Search customer in Square
Locates and retrieves customer information
Try it →
Add customer to group in Square
Assigns a customer to a group or segment based on predefined criteria
Try it →
Create booking in Square
Schedule and confirm a booking request
Try it →
Get order by Id in Square
Retrieves an order by its id
Try it →
Create paid order in Square
Creates a new paid order
Try it →
Get customer by Id in Square
Retrieves customer information based on their id
Try it →

What can you automate with Chatra + Square?

Streamline your customer support and commerce operations by connecting live chat interactions directly to your payment and booking platform.

What you can automate?
💬
Create Square customers from live chat
Automatically generate a new customer profile in Square the moment a visitor initiates a conversation in Chatra. Eliminate manual data entry and ensure every prospective buyer is captured immediately.
📝
Capture every submitted chat detail
Map available visitor answers and contact details into your Square database instead of just basic names. Your commerce platform becomes a more useful source for review and follow-up.
🔔
Alert your team instantly on messaging apps
Send immediate notifications to your support or sales channels whenever a new chat conversation starts or payment is processed. Keep your entire team informed without switching tabs.
🔀
Route records based on submitted criteria
Perform different actions depending on specific fields submitted during chats or checkout. Direct high-value inquiries to priority queues automatically.
🔄
Keep store records up to date as chats progress
Update existing Square customer details automatically when active chat messages bring new information. Ensure your payment and commerce databases never go out of sync.
🔍
Search and update instead of creating duplicates
Check whether a customer already exists in Square before creating a new profile. Keep your database clean by updating existing records when returning visitors start a chat.
📅
Handle bookings and completed chat outcomes
Create appointments or update booking statuses in Square when customer service interactions conclude. Automate the handoff from support chat to scheduled service.
🌐
Extend workflows to your favorite business tools
Connect your Chatra and Square automation to Slack, Google Sheets, or other popular apps to trigger downstream tasks, notify teams, and log comprehensive activity logs.
And much more...

Who is Chatra + Square integration for?

Support managers, retail business owners, and e-commerce teams who need to connect visitor conversations with store transactions and customer records.

Performance analysts
Performance analysts
Customer support leads
Customer support leads
Project managers
Project managers
Retail operations teams
Retail operations teams
Sales representatives
Sales representatives
Finance administrators
Finance administrators
📈
Performance analysts
You're reviewing customer engagement metrics across platforms but your store reports only update when someone manually exports records, so the conversation counts you're optimising against are always outdated — automating both apps means every new chat contact lands in your dashboard instantly and your data stays current.
Customer support leads
You need to act fast when high-value buyers reach out on your site, but payment details and chat histories live in separate systems, so you find out about purchase issues too late — connecting these apps means customer records sync instantly and your team can resolve issues without delay.
📋
Project managers
You answer to stakeholders who want to see daily progress on visitor inquiries and order processing, but manual status updates leave gaps in your reporting — with this integration, every conversation outcome updates your commerce platform automatically and stakeholders see accurate progress.
🔄
Retail operations teams
The volume of inbound chats and store transactions is too high for anyone to keep up by hand, leading to missed customer profiles and delayed follow-ups — connecting these apps means every interaction creates a record automatically and nothing falls through the cracks.
🤝
Sales representatives
You own the conversion stage and depend on support agents to hand over prospective buyers, but manual handoffs cause costly delays in outreach — this integration means every chat conversation creates a customer record instantly so you can initiate outreach without waiting.
🗂️
Finance administrators
You need a reliable transaction history and keep finding gaps between customer inquiries and payment records due to manual data entry errors — automating both apps means payment and chat data match up correctly every single time.
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 Chatra + Square

Build and manage your Chatra + 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 Chatra + 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Chatra to Square?
Frequently Asked Questions
You can connect Chatra to Square instantly using 1-click ready workflows on Integrately. Select a template, authenticate your accounts, and let Integrately AI handle the setup.
What is the main benefit of integrating Chatra and Square?
Frequently Asked Questions
Can I connect Chatra, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatra and Square?
Frequently Asked Questions
How are Chatra conversations handled during automation?
Frequently Asked Questions
Can Square customer details be updated automatically?
Frequently Asked Questions
Is coding required to set up this integration?
Frequently Asked Questions
Is the Chatra and Square integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Chatra
Popular Chatra Integrations
Connect Chatra with CRMs, email marketing tools, and helpdesks to manage visitor conversations and support pipelines.
See All
Chatra Integrations arrow right
No popular apps found
Square
Popular Square Integrations
Sync Square with accounting, inventory, and reporting tools to keep commerce data working seamlessly across your stack.
See All
Square Integrations arrow right
No popular apps found