Holded + Square Integration

Integrate Holded to Square in one click, or tell Integrately AI how you want each order handled. Create invoices, record payments, update customer details, and sync records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
  • 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.
  • Holded
    Create contact in Holded
  • Holded
    Search contact by email in Holded
  • Holded
    Update contact in Holded
  • Holded
    Search contact by phone in Holded
  • Holded
    Create sales invoice in Holded
  • Holded
    Create purchase invoice in Holded
  • Holded
    Create deal in Holded
  • Holded
    Create credit note in Holded
  • Holded
    Mark invoice as paid in Holded
  • Holded
    Send invoice in Holded
  • Holded
    Create sales receipt in Holded
  • Holded
    Mark credit note as paid in Holded
  • Holded
    Create quote in Holded
  • Holded
    Create sales order in Holded
  • Holded
    Create product in Holded
  • Holded
    Create event in Holded
  • Holded
    Create payment in Holded
  • Holded
    Create employee in Holded
  • 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 Workflows Ready Workflows for Holded + Square Integration

Create invoices from orders, sync customer records, update payment statuses, and track sales performance, 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 Holded + Square flow

Sync your commerce platform and accounting tool with inventory managers, email marketing lists, and team alerts. Pick a combination and activate it in one click.

Holded
Square
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
S
H
S
Create a Holded sales invoice whenever a new Shopify order is placed, and create a customer in Square.
New Shopify orders generate Holded invoices and Square customer profiles instantly without manual data entry.
S
H
S
When a Shopify customer is created, search contact by email in Holded and update the customer in Square.
Shopify customer updates sync with Holded contacts and Square profiles automatically.
S
H
S
Create a Holded purchase invoice for every Shopify order, and get order by Id in Square.
Shopify orders trigger Holded purchase invoices and fetch corresponding Square order details instantly.

Supported triggers and actions for Holded and Square

Mix and match to build the exact automation you need

Holded
Holded Triggers & Actions
Purchase is created in Holded
Triggers the automation when a new purchase is created
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Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Create contact in Holded
Adds a new contact to the database
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Search contact by email in Holded
Finds and retrieves contact information using their email address
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Update contact in Holded
Updates contact information with new details
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Search contact by phone in Holded
Finds information about a contact using the phone number
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Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
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Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
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Create deal in Holded
Generates a new deal with
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Create credit note in Holded
Generates a credit note for returned items
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Mark invoice as paid in Holded
Updates invoice status to paid
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Send invoice in Holded
Generates and send invoices to clients
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Create sales receipt in Holded
Generates and send sales receipts to customers
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Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
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Create quote in Holded
Generates a new quote with pre-filled information
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Create sales order in Holded
Generates a new sales order with pre-filled details
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Create product in Holded
Generates and launch new products
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Create event in Holded
Adds a new contact to the contact list
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Create payment in Holded
Generates and process a payment transaction
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Create employee in Holded
Adds a new contact to the contact list
Try it โ†’
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 โ†’

What can you automate with Holded + Square?

Streamline your financial management and commerce operations by automating invoices, customer creation, and order tracking between Holded and Square.

What you can automate?
๐Ÿงพ
Create Holded sales invoices from new Square orders
Automatically generate Holded invoices whenever a new order is completed in Square, eliminating manual billing effort and keeping your accounts perfectly synchronized.
๐Ÿ“‹
Capture every customer detail and line item
Map complete customer data, order notes, and payment amounts from Square directly into Holded records without dropping custom fields.
๐Ÿ””
Alert your team instantly on new payments
Send notifications or tasks whenever a new payment is successful in Square or a purchase is logged in Holded, keeping your finance team informed.
๐Ÿ”€
Route transactions based on payment status
Create a sales invoice if a Square payment is successful, or flag the record for review if the payment fails.
๐Ÿ”„
Keep customer profiles updated across platforms
Update customer contact details and billing addresses in Holded automatically whenever a profile is modified in Square.
๐Ÿ”
Upsert customer records securely
Search for existing contacts by email in Holded before creating new entries, preventing duplicate profiles when repeat customers buy through Square.
โš ๏ธ
Manage refunds and cancelled orders
Create credit notes in Holded or update invoices when payments fail or orders are refunded in Square.
๐Ÿ”—
Sync invoice data with accounting or messaging
Automatically send Holded invoices to QuickBooks Online or notify your accounting channel in Slack whenever a new Square order is processed.
And much more...

Who is Holded + Square integration for?

Business owners, finance managers, and store operators benefit by eliminating manual data entry, keeping accounting records accurate, and saving hours every week.

Finance Managers & Accountants
Finance Managers & Accountants
Retail Store Owners
Retail Store Owners
Operations Directors
Operations Directors
E-commerce Support Teams
E-commerce Support Teams
Sales Representatives
Sales Representatives
Business Administrators
Business Administrators
๐Ÿ“Š
Finance Managers & Accountants
You're trying to reconcile sales figures in Holded with daily transactions in Square, but manual exports leave your financial reports lagging behind actual revenue โ€” automating both apps means every transaction updates your books instantly and your reporting stays accurate.
๐Ÿช
Retail Store Owners
You're managing physical sales in Square while handling inventory in Holded, but delayed updates mean you find out about stock discrepancies too late โ€” connecting these apps means every new order and customer record syncs immediately so you can act on live data.
๐Ÿ“ˆ
Operations Directors
You're preparing status reports for stakeholders using data split across billing and commerce tools, but piecing records together manually creates constant bottlenecks โ€” with this integration, every order and customer flows straight into your central management tool for seamless review.
๐Ÿ“ฆ
E-commerce Support Teams
You're processing high transaction volumes across your checkout and back-office systems, but manual data entry leads to missed invoices and mismatched customer profiles โ€” automating both apps means every purchase creates clean, automated records without manual effort.
๐Ÿ’ผ
Sales Representatives
You're waiting for checkout data to be logged before following up with buyers, but manual handoffs between sales and commerce systems slow down your response time โ€” this integration means every new customer triggers instant downstream tasks so you never miss a lead.
๐Ÿ—‚๏ธ
Business Administrators
You're auditing historical transaction logs across your billing and payment platforms, but missing entries and mismatched receipts leave frustrating gaps in your audit trail โ€” connecting these apps means every single order and payment is logged reliably and permanently.
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 Holded + Square

Build and manage your Holded + 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 Holded + 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 โ€” 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
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Holded to Square?
Frequently Asked Questions
You can connect Holded to Square using 1-click automations on Integrately alongside tools like Shopify, Slack, and QuickBooks Online. Pick a ready template or ask Integrately AI to build the automation for your exact requirements.
Can I automatically create Holded invoices from Square orders?
Frequently Asked Questions
Can I connect Holded, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Holded and Square?
Frequently Asked Questions
How do I search for contacts by email in Holded during an integration?
Frequently Asked Questions
Can I create customer records in Square automatically?
Frequently Asked Questions
How do I set up this automation without coding experience?
Frequently Asked Questions
Is the Holded and Square integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Holded or Square With 1500+ Other Apps

Holded
Popular Holded Integrations
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Square
Popular Square Integrations
Sync Square with inventory, marketing, and analytics tools to expand your commerce capabilities.
See All
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