EmailOctopus + Square Integration

Integrate EmailOctopus to Square in one click, or tell Integrately AI how you want each contact handled. Create customer profiles, update payment details, track orders, and trigger campaign follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EmailOctopus
    Contact is created in EmailOctopus Instant
  • EmailOctopus
    Contact is updated in EmailOctopus Instant
  • EmailOctopus
    Contact is deleted in EmailOctopus Instant
  • EmailOctopus
    Campaign is created in EmailOctopus
  • 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.
  • EmailOctopus
    Create contact in EmailOctopus
  • EmailOctopus
    Search contact in EmailOctopus
  • EmailOctopus
    Update contact in EmailOctopus
  • EmailOctopus
    Update contact email address in EmailOctopus
  • EmailOctopus
    Unsubscribe Contact in EmailOctopus
  • EmailOctopus
    Create list in EmailOctopus
  • 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 EmailOctopus + Square flow

Send payment details to your CRM, alert your team on messaging apps, and keep accounting spreadsheets updated after every transaction. Pick a combination and activate it in one click.

EmailOctopus
Square
+
ShopifyShopify (3)
+
Google SheetsGoogle Sheets (3)
+
MailchimpMailchimp (3)
+
TypeformTypeform (3)
+
SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (3)
S
S
E
When an order is created in Square, create a customer in Shopify and add the contact in EmailOctopus
New Square orders instantly create a customer in Shopify and register the contact in EmailOctopus without manual data entry.
S
S
E
When a customer is created in Square, create an order in Shopify and update the contact in EmailOctopus
New Square customers sync directly to Shopify and update your EmailOctopus records instantly.
S
S
E
When a payment is successful in Square, create a customer in Shopify and add contact in EmailOctopus
Successful Square payments create Shopify customer profiles and sync your EmailOctopus list.

Supported triggers and actions for EmailOctopus and Square

Mix and match to build the exact automation you need

EmailOctopus
EmailOctopus Triggers & Actions
Instant
Contact is created in EmailOctopus
Triggers the automation when a new contact is created
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Instant
Contact is updated in EmailOctopus
Triggers the automation when a contact is updated
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Instant
Contact is deleted in EmailOctopus
Triggers the automation when a contact is removed from the particular list
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Campaign is created in EmailOctopus
Triggers the automation when a new campaign is created
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Create contact in EmailOctopus
Adds a new contact to the address book
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Search contact in EmailOctopus
Finds and retrieves contact information
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Update contact in EmailOctopus
Updates contact information with new details
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Update contact email address in EmailOctopus
Updates the email address associated with a contact
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Unsubscribe Contact in EmailOctopus
Removes contact from mailing list
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Create list in EmailOctopus
Generates a new list
Try it →
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
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
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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
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 EmailOctopus + Square?

Streamline your customer data and sales transactions with ready-made workflows designed for EmailOctopus and Square.

What you can automate?
🔄
Sync customer records instantly across platforms
Automatically create a customer profile in Square whenever a new contact is registered in EmailOctopus. Eliminate manual data entry and keep your commerce platform aligned with your mailing list.
📋
Capture every submitted customer field
Map all available contact details and custom attributes from EmailOctopus into Square customer entries. Your database becomes a richer source for review and targeted campaigns.
🔔
Notify your team the moment an order arrives
Send instant alerts to your team channels whenever a new order is created in Square or a subscriber joins EmailOctopus. Keep staff coordinated without checking dashboards constantly.
🔀
Route records based on submitted payment data
Trigger different actions depending on whether a Square payment is successful or failed. Sort your contacts into appropriate follow-up lists automatically.
✏️
Keep customer details updated as changes happen
Update contact email addresses and profile info in EmailOctopus whenever corresponding customer records are modified in Square. Prevent outdated information from lingering.
🔍
Search and update instead of creating duplicates
Search for existing contacts in EmailOctopus before creating new entries from Square orders. Maintain a clean, deduplicated subscriber database at all times.
💳
Handle payment status changes automatically
Take action when a Square payment status updates from pending to successful or failed. Trigger targeted email campaigns or alert finance staff immediately.
📊
Extend your workflow to Google Sheets
Trigger an EmailOctopus contact update from Square and automatically log a new row in Google Sheets. Connect your core apps with external reporting tools in one flow.
And much more...

Who is EmailOctopus + Square integration for?

E-commerce managers, store owners, and marketers who depend on accurate payment records and customer lists find that manual data entry slows them down.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Agency account managers
Agency account managers
High-volume store owners
High-volume store owners
Fulfillment supervisors
Fulfillment supervisors
Finance data analysts
Finance data analysts
📈
Performance marketers
You're running campaign lists in EmailOctopus and tracking store revenue in Square, but your reporting sheet only updates when someone manually exports records, so the customer counts you're reviewing are always a few hours behind — connecting these apps means every new transaction syncs instantly and your numbers stay current.
Customer support leads
You need to act fast when a high-value payment goes through in Square, and you find out too late because customer records sit unlinked in EmailOctopus — automating both apps means you receive immediate updates and can service buyers without delay.
🤝
Agency account managers
You answer to a client who wants to see subscriber growth and transaction totals mapped together, but compiling the reports by hand takes hours every week — integrating these apps means client dashboards update themselves automatically.
🛒
High-volume store owners
The order volume in Square is too high for anyone to keep up by hand when matching buyers to EmailOctopus mailing lists, leading to gaps in your database — this integration means every customer profile maps over without manual intervention.
🔄
Fulfillment supervisors
You own the shipping step and depend on someone upstream to hand over order details and customer contacts before you can pack an item — with this integration, order data flows straight into your workflow the moment payment clears.
📋
Finance data analysts
You need a reliable customer history across your email campaigns and POS records and keep finding missing entries in your ledgers — connecting these apps means every contact and order matches up cleanly every 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 EmailOctopus + Square

Build and manage your EmailOctopus + 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 EmailOctopus + 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 EmailOctopus to Square?
Frequently Asked Questions
You can connect EmailOctopus to Square using 1-click automations on Integrately. Pick a ready template or ask Integrately AI to build the workflow and map your fields.
Can I automatically create a Square customer when an EmailOctopus contact is added?
Frequently Asked Questions
Can I connect EmailOctopus, Square, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for EmailOctopus and Square?
Frequently Asked Questions
How does EmailOctopus handle contact updates in this integration?
Frequently Asked Questions
Can I track successful Square payments in EmailOctopus?
Frequently Asked Questions
Do I need coding skills to integrate EmailOctopus and Square?
Frequently Asked Questions
Is the EmailOctopus and Square integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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