Deskera + Square Integration

Integrate Deskera to Square in one click, or tell Integrately AI how you want each payment handled. Record payments in your books, update invoices, track customer details, and keep your accounting ledger current automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Deskera
    Debit note is updated in books in Deskera Instant
  • Deskera
    Contact is updated in sales in Deskera Instant
  • Deskera
    Contact is deleted in sales in Deskera Instant
  • Deskera
    Deal is updated in sales in Deskera Instant
  • Deskera
    Deal is deleted in sales in Deskera Instant
  • Deskera
    Bill is updated in books in Deskera Instant
  • Deskera
    Bill is deleted in books in Deskera Instant
  • Deskera
    Invoice is created in books in Deskera Instant
  • Deskera
    Invoice is updated in books in Deskera Instant
  • Deskera
    Invoice is deleted in books in Deskera Instant
  • Deskera
    Debit note is created in books in Deskera Instant
  • Deskera
    Bill is created in books in Deskera Instant
  • Deskera
    Debit note is deleted in books in Deskera Instant
  • Deskera
    Credit note is created in books in Deskera Instant
  • Deskera
    Credit note is updated in books in Deskera Instant
  • Deskera
    Credit note is deleted in books in Deskera Instant
  • Deskera
    Stock is increased for a product in book in Deskera Instant
  • Deskera
    Stock is reduced for a product in book in Deskera Instant
  • Deskera
    Quotation is created in Deskera
  • Deskera
    Contact is created in Deskera
  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera Instant
  • Deskera
    Product is created in Deskera
  • Deskera
    Sales invoice is created in Deskera
  • Deskera
    Deal is created in CRM+ in Deskera Instant
  • Deskera
    Payment entry is created in Deskera
  • 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.
  • Deskera
    Search invoice in Deskera
  • Deskera
    Create payment entry in Deskera
  • Deskera
    Create contact in Deskera
  • Deskera
    Create sales invoice in Deskera
  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera
  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera
  • Deskera
    Search product in Deskera
  • Deskera
    Create product in Deskera
  • Deskera
    Create account in Deskera
  • Deskera
    Search account in Deskera
  • Deskera
    Create quotation in Deskera
  • Deskera
    Update contact in Deskera
  • 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 Deskera + Square Integration

Record successful payments as Deskera payment entries, sync new customers, update invoices, and keep your accounting records current, all in just one click.

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 Deskera + Square flow

Send receipts, notify your team about new orders, and sync financial data across platforms. Pick a combination and activate it in one click.

Deskera
Square
+
ShopifyShopify (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
S
S
D
Create a paid order in Square and a sales invoice in Deskera when a new Shopify order is placed.
Shopify orders instantly trigger a paid order in Square and create a sales invoice in Deskera without manual entry.
S
S
D
Create a Square customer and a Deskera contact whenever a new Shopify customer signs up.
New Shopify buyers become Square customers and Deskera contacts instantly.
S
S
D
Update a Square customer record and a Deskera contact when order details change in Shopify.
Keep Square and Deskera customer details updated whenever Shopify records change.

Supported triggers and actions for Deskera and Square

Mix and match to build the exact automation you need

Deskera
Deskera Triggers & Actions
Instant
Debit note is updated in books in Deskera
Triggers the automation when a debit note is updated.
Try it →
Instant
Contact is updated in sales in Deskera
Triggers the automation when a contact is updated in sales
Try it →
Instant
Contact is deleted in sales in Deskera
Triggers the automation when a contact is deleted in sales
Try it →
Instant
Deal is updated in sales in Deskera
Triggers the automation when a deal is updated.
Try it →
Instant
Deal is deleted in sales in Deskera
Triggers the automation when a deal is deleted.
Try it →
Instant
Bill is updated in books in Deskera
Triggers the automation when a bill is updated
Try it →
Instant
Bill is deleted in books in Deskera
Triggers the automation when a bill is deleted.
Try it →
Instant
Invoice is created in books in Deskera
Triggers the automation when a invoice is created.
Try it →
Instant
Invoice is updated in books in Deskera
Triggers the automation when a invoice is updated.
Try it →
Instant
Invoice is deleted in books in Deskera
Triggers the automation when a invoice is deleted.
Try it →
Instant
Debit note is created in books in Deskera
Triggers the automation when a debit note is created.
Try it →
Instant
Bill is created in books in Deskera
Triggers the automation when a bill is created.
Try it →
Instant
Debit note is deleted in books in Deskera
Triggers the automation when a debit note is deleted.
Try it →
Instant
Credit note is created in books in Deskera
Triggers the automation when a credit note is created.
Try it →
Instant
Credit note is updated in books in Deskera
Triggers the automation when a credit note is updated.
Try it →
Instant
Credit note is deleted in books in Deskera
Triggers the automation when a credit note is deleted.
Try it →
Instant
Stock is increased for a product in book in Deskera
Triggers the automation when a stock is increased for a product.
Try it →
Instant
Stock is reduced for a product in book in Deskera
Triggers the automation when a stock is reduced for a product.
Try it →
Quotation is created in Deskera
Activates the automation when a new quotation is created
Try it →
Contact is created in Deskera
Triggers the automation when a new contact is created
Try it →
CRM Contact is created in Deskera
Try it →
Instant
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
Try it →
Product is created in Deskera
Triggers the automation when a new product is created
Try it →
Sales invoice is created in Deskera
Triggers the automation when a sales invoice is created
Try it →
Instant
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
Try it →
Payment entry is created in Deskera
Triggers the automation when a payment entry is created
Try it →
Search invoice in Deskera
Searches for an invoice
Try it →
Create payment entry in Deskera
Creates a new payment entry
Try it →
Create contact in Deskera
Adds a new contact to the database
Try it →
Create sales invoice in Deskera
Generates a new sales invoice with pre-filled details
Try it →
Create crm contact in Deskera
Try it →
Search contact in Deskera
Finds and retrieves contact information
Try it →
Search CRM contact in Deskera
Try it →
Create a new contact in CRM+ in Deskera
Adds a new contact to the crm contact list
Try it →
Search product in Deskera
Searches for a product
Try it →
Create product in Deskera
Generates and launch new products
Try it →
Create account in Deskera
Generates a new account
Try it →
Search account in Deskera
Searches for account information
Try it →
Create quotation in Deskera
Generates a new quotation with predefined details
Try it →
Update contact in Deskera
Updates contact information with new details
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 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 Deskera + Square?

Streamline your commerce accounting by connecting your retail payments directly to your financial books.

What you can automate?
💳
Record successful payments as Deskera entries
Turn every successful transaction in Square into an accurate payment entry in Deskera. Your financial books update the moment a customer pays.
📝
Capture complete order and customer details
Map all submitted Square order fields and customer information directly into Deskera invoices and contact records without missing data.
🔔
Alert your finance team instantly on Slack
Send automated notifications to your team channel whenever a new payment is recorded or an invoice is generated in Deskera.
🔀
Route records based on payment status
Execute different workflows depending on whether a Square payment succeeds or fails, keeping your error logs separate from revenue records.
🔄
Keep customer profiles updated across apps
Modify existing Deskera contacts automatically whenever customer details or billing addresses change in Square.
🔍
Search and update existing contacts
Look up existing records in Deskera before creating new entries, preventing duplicate contacts and messy customer databases.
📋
Handle later status changes and orders
Retrieve order details by ID in Square and create corresponding sales invoices or paid orders in Deskera as transactions progress.
📊
Extend workflows to Google Sheets
Push your synced Deskera and Square transaction data directly into Google Sheets rows for custom reporting and stakeholder review.
And much more...

Who is Deskera + Square integration for?

Connecting Deskera and Square eliminates manual reconciliation between your commerce platform and accounting books, keeping your financial data accurate.

Finance Managers
Finance Managers
Retail Store Owners
Retail Store Owners
Fractional CFOs
Fractional CFOs
E-commerce Directors
E-commerce Directors
Sales Operations Leads
Sales Operations Leads
Bookkeepers
Bookkeepers
📈
Finance Managers
You're reconciling retail payments against your accounting books by hand, but manual exports are always outdated, so the revenue reports you review are hours behind — with this integration, every successful payment creates a Deskera entry instantly and your ledger stays current.
Retail Store Owners
You need to track daily sales and customer data across systems, but orders sit unrecorded until closing time, so your inventory and accounting numbers mismatch — connecting these apps means every new Square order logs a Deskera invoice automatically.
🤝
Fractional CFOs
You present monthly financial performance to client stakeholders, but delayed data entry creates gaps in revenue tracking, so your reporting meetings rely on estimates — automating both apps means every transaction updates your financial records in real time.
📦
E-commerce Directors
High transaction volumes make manual bookkeeping impossible to maintain, but spreadsheets keep breaking under the load, so your team falls behind on invoicing — this integration means every order and payment syncs to Deskera without manual data entry.
👥
Sales Operations Leads
You manage customer onboarding after point-of-sale transactions complete, but retail sign-ups take hours to reach your CRM, so follow-up calls are delayed — automating both apps means every new Square customer creates a Deskera contact instantly.
📋
Bookkeepers
You need clean transaction histories for tax preparation and auditing, but missing receipts and delayed entries create permanent ledger gaps, so reconciliation takes days — connecting these apps means every payment logs accurately in your books on the first pass.
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 Deskera + Square

Build and manage your Deskera + 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 Deskera + 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 Deskera to Square?
Frequently Asked Questions
You can connect Deskera to Square in one click using pre-built workflows on Integrately, or use Integrately AI to design a custom data flow between both apps and 1,500+ other tools.
Can I automatically create Deskera payment entries from successful Square payments?
Frequently Asked Questions
Can I connect Deskera, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Deskera and Square?
Frequently Asked Questions
How are customer contacts synchronized between Square and Deskera?
Frequently Asked Questions
Can Square orders generate Deskera sales invoices?
Frequently Asked Questions
Do I need coding skills to automate Deskera and Square?
Frequently Asked Questions
Is the Deskera 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 Deskera or Square With 1500+ Other Apps

Deskera
Popular Deskera Integrations
Connect Deskera with CRM, invoicing, and reporting tools to streamline your entire financial operation.
See All
Deskera Integrations arrow right
No popular apps found
Square
Popular Square Integrations
Sync Square with marketing, inventory, and analytics platforms to scale your retail business.
See All
Square Integrations arrow right
No popular apps found