dotdigital + Square Integration

Integrate dotdigital to Square in one click, or tell Integrately AI how you want each order handled. Create contacts, update customer data, send campaigns, and trigger follow-up emails automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • dotdigital
    Survey response is received in dotdigital
  • 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.
  • dotdigital
    Add contact to address book in dotdigital
  • dotdigital
    Create contact in dotdigital
  • dotdigital
    Search contact in dotdigital
  • dotdigital
    Update contact in dotdigital
  • dotdigital
    Unsubscribe contact in dotdigital
  • dotdigital
    Enrol contact in program in dotdigital
  • dotdigital
    Create contact data field in dotdigital
  • dotdigital
    Create address book in dotdigital
  • dotdigital
    Refresh segment in dotdigital
  • dotdigital
    Send transactional email in dotdigital
  • dotdigital
    Send campaign in dotdigital
  • 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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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 dotdigital + Square flow

Sync your engagement data and commerce records across your wider business stack. Pick a combination and activate it in one click.

dotdigital
Square
+
ShopifyShopify (4)
+
XeroXero (3)
+
MailchimpMailchimp (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
S
D
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When a Square order is created, create a dotdigital contact and create an order in Shopify
Square orders immediately populate your dotdigital address book and log the sale in Shopify without duplicate manual entry.
S
D
S
When a Square payment is successful, update the contact in dotdigital and create a customer in Shopify
Successful Square payments update your dotdigital contact records and create matching customer accounts in Shopify instantly.
S
D
S
If a Square customer is created, add them to dotdigital and create a Shopify customer profile
New Square customers are automatically added to your dotdigital address book and registered as Shopify customers.
S
D
S
When a Square payment fails, search the customer in dotdigital and update their Shopify record
Failed payments in Square trigger a contact search in dotdigital and update the customer status in Shopify.

Supported triggers and actions for dotdigital and Square

Mix and match to build the exact automation you need

dotdigital
dotdigital Triggers & Actions
Survey response is received in dotdigital
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Add contact to address book in dotdigital
Adds a contact to the address book
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Create contact in dotdigital
Adds a new contact to the database
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Search contact in dotdigital
Finds and retrieves contact information
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Update contact in dotdigital
Updates contact information with new details
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Unsubscribe contact in dotdigital
Removes contact from mailing list
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Enrol contact in program in dotdigital
Triggers the automation when a new survey response is received
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Create contact data field in dotdigital
Generates a new field for storing contact information
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Create address book in dotdigital
Creates a new digital address book
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Refresh segment in dotdigital
Refreshes a segment
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Send transactional email in dotdigital
Sends a reply
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Send campaign in dotdigital
Sends out a pre-designed campaign to targeted recipients
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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
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What can you automate with dotdigital + Square?

Streamline your customer data and commerce operations with ready-to-run automation workflows.

What you can automate?
🔄
Sync Square orders and payments to dotdigital contacts
Automatically create or update dotdigital contacts whenever a new order or payment occurs in Square, ensuring your engagement platform always has the latest buyer data.
📋
Capture every submitted customer field
Map all available Square customer details and order metadata into dotdigital data fields instead of just basic names and emails.
🔔
Alert your team the moment transactions occur
Send instant notifications to your sales or finance channel in Slack whenever a successful payment or order is processed in Square.
🔀
Route workflows based on payment status
Execute different follow-up sequences in dotdigital depending on whether a Square payment succeeds or fails.
✏️
Keep customer profiles up to date
Automatically update existing dotdigital contacts with new billing details and purchase histories whenever customer information changes in Square.
🔍
Search and prevent duplicate records
Search existing dotdigital address books before creating new contacts to maintain a clean and organised subscriber database.
⚠️
Handle payment failures and follow-ups
Trigger automated recovery sequences in dotdigital the moment a Square payment fails to engage customers and secure revenue.
🔗
Extend workflows to external apps like Shopify
Connect your dotdigital and Square data with Shopify, Xero, or Google Sheets to build multi-step operational pipelines.
And much more...

Who is dotdigital + Square integration for?

Marketing and commerce teams eliminate manual data entry, keeping customer records and transaction histories perfectly synchronised across platforms.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Account managers
Account managers
Operations coordinators
Operations coordinators
Fulfillment specialists
Fulfillment specialists
Finance directors
Finance directors
📈
Performance marketers
You're running multi-channel campaigns but your marketing database only updates when someone manually exports buyer lists, so the segment counts you're reviewing are always hours behind — with this integration, every new Square order creates a dotdigital contact instantly and your audience data stays current.
Customer support leads
You need to assist buyers right away, but you find out about failed payments or order updates too late because transaction records live in a separate dashboard — with this integration, every payment status change updates your contact database immediately and your team can intervene without delay.
📊
Account managers
You answer to clients who want to see their engagement metrics and sales figures aligned in one place, but manual reporting takes hours every week — with this integration, every customer interaction and transaction flows between your platforms automatically so client reports are always ready.
📦
Operations coordinators
The volume of daily transactions is too high for anyone to keep up by hand, leading to missing contact entries and fragmented purchase histories — with this integration, every customer and order is recorded across your systems in real time with zero manual data entry.
🔄
Fulfillment specialists
You own the post-purchase onboarding step and depend on someone upstream to hand over customer details from sales, causing avoidable delays — with this integration, every new Square transaction instantly populates your marketing platform so fulfillment can start right away.
🗂️
Finance directors
You need a reliable customer and revenue history for auditing, but you keep finding gaps caused by manual entry errors between systems — with this integration, every transaction and contact record is captured accurately from day one.
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 dotdigital + Square

Build and manage your dotdigital + 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 dotdigital + 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 dotdigital to Square?
Frequently Asked Questions
You can connect dotdigital to Square in 1 click using ready templates on Integrately or ask Integrately AI to build the automation and map the fields for you.
Can I automatically sync my Square orders with dotdigital contacts?
Frequently Asked Questions
Can I connect dotdigital, Square, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for dotdigital and Square?
Frequently Asked Questions
How does dotdigital handle contact updates in this integration?
Frequently Asked Questions
Can Square trigger customer creation in dotdigital?
Frequently Asked Questions
Do I need coding skills to automate dotdigital and Square?
Frequently Asked Questions
Is the dotdigital and Square integration free?
Frequently Asked Questions
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