Donately + Square Integration

Integrate Donately to Square in one click, or tell Integrately AI how you want each donation handled. Create customers, update records, track payments, and sync your fundraising data automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Donately
    Donation is created in Donately
  • Donately
    Fundraiser is created in Donately
  • Donately
    Campaign is created in Donately
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
Arrow Right
2.
  • Donately
    Get donation by ID in Donately
  • Donately
    Get fundraiser by ID in Donately
  • 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 WorkflowsReady Workflows   for Donately + Square Integration

Create Square customers from Donately donations, log successful payments, update customer groups, and track orders, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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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 Donately + Square flow

Sync your donation data with email lists, accounting, messaging, and spreadsheets to keep your entire team aligned. Pick a combination and activate it in one click.

Donately
Square
+
MailchimpMailchimp (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
+
TypeformTypeform (8)
+
StripeStripe (8)
D
M
S
Create a Mailchimp subscriber for every new Donately donation, and create the customer in Square.
New Donately donations instantly add subscribers in Mailchimp and create customer profiles in Square without manual data entry.
D
M
S
Send a welcome email in Mailchimp for every new Donately donation, and update the customer record in Square.
Greet new donors automatically in Mailchimp while keeping your Square customer database fully up to date.
S
M
D
When a Square payment is successful, update the subscriber segment in Mailchimp and get the donation by ID in Donately.
Successful Square payments update subscriber segments in Mailchimp and pull matching donation records from Donately.
S
M
D
Create a Mailchimp campaign member for every Square order, and get the fundraiser by ID in Donately.
New Square orders add campaign members in Mailchimp and fetch fundraising details from Donately.
D
M
S
If a Donately donation is over 100 dollars, add the subscriber to your VIP list in Mailchimp and create a paid order in Square.
High-value Donately donations route supporters to VIP lists in Mailchimp and generate paid orders in Square.
S
M
D
When a Square payment fails, remove the subscriber from your active list in Mailchimp and get the donation by ID in Donately.
Failed Square payments update subscriber lists in Mailchimp and fetch related Donately records.
D
M
S
Use ChatGPT to summarise every new Donately donation, add the summary to Mailchimp, and update the customer in Square.
AI-generated summaries of Donately donations enhance Mailchimp campaigns and update Square customer profiles.
D
M
S
G
Turn every Donately donation into a Mailchimp subscriber, create the customer in Square, and log the details in Google Sheets.
Multi-app pipeline syncs Donately donations to Mailchimp, Square, and Google Sheets simultaneously.

Supported triggers and actions for Donately and Square

Mix and match to build the exact automation you need

Donately
Donately Triggers & Actions
Donation is created in Donately
Triggers the automation when donation is made
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Fundraiser is created in Donately
Triggers the automation when a new fundraiser event is created
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Campaign is created in Donately
Triggers the automation when a new campaign is created
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Get donation by ID in Donately
Retrieves a donation based on its id
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Get fundraiser by ID in Donately
Retrieves a fundraiser's information by its id
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Square
Square Triggers & Actions
Payment is failed in Square
Triggers the automation when a payment fails
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Payment is successful in Square
Triggers the automation when a payment is successfully processed
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Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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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
Try it →

What can you automate with Donately + Square?

Streamline your fundraising and commerce workflows by automating customer creation, payment tracking, and data synchronisation between Donately and Square.

What you can automate?
🎯
Sync Donately donations to Square customers
Create a new customer profile in Square automatically whenever a supporter makes a donation through Donately. Eliminate manual data entry and keep your commerce platform updated instantly.
📋
Capture every submitted donor field
Map complete donor details, campaign names, and custom fields from Donately into Square instead of just basic contact info. Ensure your database holds comprehensive records.
🔔
Alert your team instantly on payment events
Notify staff members the moment a donation or payment goes through so your team can act on high-value contributions right away.
🔀
Route transactions based on donation size
Apply different actions or group assignments in Square depending on specific thresholds met by the incoming Donately donation.
🔄
Keep customer profiles updated across platforms
Automatically update existing customer details in Square whenever corresponding information changes or updates in Donately.
🛡️
Prevent duplicate customer records
Search existing Square customer records before creating new profiles to maintain a clean database without redundant entries.
⚙️
Manage payment status changes seamlessly
Handle successful payments, failed transactions, and order updates automatically between your fundraising and commerce systems.
🔗
Extend your workflow to external apps
Push synced Donately and Square data directly into QuickBooks Online, Slack, or Google Sheets for advanced reporting and team collaboration.
And much more...

Who is Donately + Square integration for?

Connecting Donately and Square helps fundraising teams, finance managers, and administrators eliminate manual entry and keep donor records accurate.

Non-profit directors
Non-profit directors
Finance managers
Finance managers
Grant coordinators
Grant coordinators
Fundraising event leads
Fundraising event leads
Customer success teams
Customer success teams
Operations administrators
Operations administrators
📈
Non-profit directors
You report on fundraising totals and campaign performance, but your records are always scattered across different platforms — this integration means every Donately donation updates your Square database instantly and your financial overview stays accurate.
Finance managers
You need to reconcile payments and track incoming funds quickly, but you find out about failed or successful transactions too late — with this integration, every Square payment update syncs instantly with your fundraising records.
🤝
Grant coordinators
You answer to board members and donors who want to see real-time progress, but manual tracking leaves gaps — automating both apps means every campaign and donation tracks cleanly in one place.
📊
Fundraising event leads
The donation volume during a live campaign is too high for anyone to keep up by hand, leading to missing donor profiles — connecting these apps means every new contribution creates a Square customer automatically.
💼
Customer success teams
You own donor onboarding and depend on the finance team to hand over new supporter details, resulting in delayed welcome messages — this integration means new donors are registered in Square the moment they give.
🗂️
Operations administrators
You need a reliable history of all financial interactions, but keeping separate databases in sync creates duplicate profiles and missing entries — automating both apps ensures every customer and donation record matches perfectly.
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 Donately + Square

Build and manage your Donately + 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 Donately + 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
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Frequently Asked Questions

How do I connect Donately to Square?
Frequently Asked Questions
You can connect Donately to Square in 1 click using ready-made flows or ask Integrately AI to build the automation. It takes seconds to link your accounts and sync data across Mailchimp, QuickBooks Online, Slack, Google Sheets, Typeform, and Stripe.
Can I automatically create Square customers from Donately donations?
Frequently Asked Questions
Can I connect Donately, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Donately and Square?
Frequently Asked Questions
How does Donately handle donation records during integration?
Frequently Asked Questions
How does Square manage customer creation and updates?
Frequently Asked Questions
Can I set up this automation without writing code?
Frequently Asked Questions
Is the Donately 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.

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