ConvertKit + Square Integration

Integrate ConvertKit to Square in one click, or tell Integrately AI how you want each order handled. Track customer purchases, update subscriber tags, sync transaction records, and trigger follow-up email campaigns automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ConvertKit
    Subscriber is confirmed in ConvertKit
  • ConvertKit
    Tag subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    Sequence subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    User unsubscribes from emails in ConvertKit Instant
  • ConvertKit
    Form is created in ConvertKit
  • ConvertKit
    Sequence is created in ConvertKit
  • ConvertKit
    Purchase is added in ConvertKit Instant
  • ConvertKit
    Form subscriber is confirmed in ConvertKit Instant
  • Square
    Payment is created (all status) in Square
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
Arrow Right
2.
  • ConvertKit
    Add subscriber to form in ConvertKit
  • ConvertKit
    Add subscriber to tag in ConvertKit
  • ConvertKit
    Add subscriber to sequence in ConvertKit
  • ConvertKit
    Search subscriber by email in ConvertKit
  • ConvertKit
    Remove subscriber from tag in ConvertKit
  • ConvertKit
    Create or update purchase in ConvertKit
  • 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 Workflows Ready Workflows for ConvertKit + Square Integration

Track customer purchases, update subscriber tags, sync transaction records, and trigger follow-up email campaigns, all in just one click.

Most popular automationmost-popular-automations
  • 1of1
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 ConvertKit + Square flow

Teams often want to send campaign data to spreadsheets, capture leads from forms, and notify team members in messaging apps once purchases clear. Pick a combination and activate it in one click.

ConvertKit
Square
+
ShopifyShopify (2)
+
TypeformTypeform (2)
+
MailchimpMailchimp (2)
+
Google SheetsGoogle Sheets (2)
+
CalendlyCalendly (2)
+
ZoomZoom (2)
S
C
S
Add every Shopify order as a ConvertKit purchase and create a Square customer
Shopify orders instantly create ConvertKit purchases and establish Square customers without manual data entry.
S
C
S
When a Shopify order is created, update the ConvertKit subscriber and search for the customer in Square
Shopify order events update ConvertKit subscriber records and verify Square customer profiles instantly.

Supported triggers and actions for ConvertKit and Square

Mix and match to build the exact automation you need

ConvertKit
ConvertKit Triggers & Actions
Subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber confirms their email subscription
Try it →
Instant
Tag subscriber is confirmed in ConvertKit
Triggers the automation when a tag subscriber is confirmed
Try it →
Instant
Sequence subscriber is confirmed in ConvertKit
Triggers the automation when a sequence subscriber is confirmed
Try it →
Instant
User unsubscribes from emails in ConvertKit
Triggers the automation when a user unsubscribes from emails
Try it →
Form is created in ConvertKit
Triggers the automation when a new form is created
Try it →
Sequence is created in ConvertKit
Triggers the automation when a sequence is created
Try it →
Instant
Purchase is added in ConvertKit
Triggers the automation when a new purchase is created
Try it →
Instant
Form subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber submits a completed form
Try it →
Add subscriber to form in ConvertKit
Adds a new subscriber to a form
Try it →
Add subscriber to tag in ConvertKit
Adds a subscriber to a tag in the email marketing platform
Try it →
Add subscriber to sequence in ConvertKit
Enrolls a new subscriber into a designated email sequence
Try it →
Search subscriber by email in ConvertKit
Retrieves subscriber information using their email address
Try it →
Remove subscriber from tag in ConvertKit
Untag the subscriber
Try it →
Create or update purchase in ConvertKit
Generates a new invoice
Try it →
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 failed in Square
Triggers the automation when a payment fails
Try it →
Payment is successful in Square
Triggers the automation when a payment is successfully processed
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 ConvertKit + Square?

Sync customer purchases, update email subscriber tags, track transaction records, and manage your commerce data without manual intervention.

What you can automate?
💳
Sync Square payments to ConvertKit purchases
Automatically create or update a purchase in ConvertKit whenever a payment is successful in Square. Keep your subscriber records tied directly to real-world sales.
📋
Capture every customer detail across platforms
Map customer names, email addresses, and order amounts from Square straight into ConvertKit subscriber fields without leaving gaps in your records.
🔔
Alert your team the moment a payment clears
Notify team members instantly when a new payment is successful in Square or a new subscriber is confirmed in ConvertKit.
🔀
Route subscribers based on purchase status
Add subscribers to specific ConvertKit tags or sequences depending on whether their Square payment succeeds or fails.
🔄
Keep customer profiles current across apps
Update customer details in Square automatically whenever subscriber information or purchase records change in ConvertKit.
👤
Prevent duplicate customer records
Search for existing customer profiles by email in ConvertKit and Square before creating new entries, keeping your database clean.
⚠️
Manage failed payments and refunds
Trigger specific email sequences in ConvertKit when a payment fails in Square, helping you recover abandoned or failed transactions.
📈
Log transaction data in Google Sheets
Send successful Square payment details and ConvertKit subscriber updates directly into Google Sheets for custom reporting and team review.
And much more...

Who is ConvertKit + Square integration for?

Ecommerce founders, email marketers, and finance teams rely on this integration to eliminate manual data entry, keep subscriber lists accurate, and track sales revenue without delays.

Finance managers
Finance managers
Customer support leads
Customer support leads
Agency account directors
Agency account directors
High-volume merchants
High-volume merchants
Email marketing specialists
Email marketing specialists
Operations directors
Operations directors
📊
Finance managers
You're reviewing ConvertKit subscriber growth against Square sales data, but your revenue reports only update when someone exports transactions by hand, so the numbers you're presenting are always outdated — with this integration, every payment record syncs instantly and your financial dashboard stays current.
Customer support leads
You're managing customer inquiries in ConvertKit while looking up transaction statuses in Square, but staff find out about failed payments too late to help, so response times slip — automating both apps means customer payment issues trigger immediate alerts and your team resolves them right away.
🤝
Agency account directors
You're running email campaigns in ConvertKit and processing client sales through Square, but stakeholders want live progress reports while manual updates lag behind, so trust gets tested — connecting these apps means every transaction and subscriber update flows directly where clients can see clean results.
📈
High-volume merchants
You're adding hundreds of new buyers from Square into ConvertKit daily, but manual list management can't keep up with the order influx, so new buyers miss welcome sequences — with this integration, every customer and purchase syncs automatically so your audience segmentation never falls behind.
🎯
Email marketing specialists
You're tagging engaged subscribers in ConvertKit based on purchase behaviour, but sales data from Square sits in a separate system, so segmentation rules miss recent buyers — automating both apps means purchase events instantly update subscriber tags and trigger targeted email campaigns.
🗂️
Operations directors
You're reconciling ConvertKit subscriber records with Square orders, but manual tracking leaves missing customer entries across systems, so your customer history has blind spots — this integration means every transaction and subscriber record matches perfectly with zero gaps.
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 ConvertKit + Square

Build and manage your ConvertKit + 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 ConvertKit + 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 ConvertKit to Square?
Frequently Asked Questions
You can connect ConvertKit to Square in 1-click using ready-made templates on Integrately. Choose a workflow connecting ConvertKit, Square, and tools like Google Sheets or Shopify, authenticate your accounts, and turn it on instantly with Integrately AI assistance.
Can I automatically sync Square payments to ConvertKit purchases?
Frequently Asked Questions
Can I connect ConvertKit, Square, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for ConvertKit and Square?
Frequently Asked Questions
How do I handle subscriber tags when a Square payment succeeds?
Frequently Asked Questions
How do customer records update between Square and ConvertKit?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the ConvertKit 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 ConvertKit or Square With 1500+ Other Apps

ConvertKit
Popular ConvertKit Integrations
Connect ConvertKit to CRMs, email tools, and webinar platforms to manage your audience and nurture leads effectively.
Square
Popular Square Integrations
Sync Square with accounting, inventory, and reporting tools to keep your commerce data working across your entire stack.
See All
Square Integrations arrow right
No popular apps found