Join It + Square Integration

Integrate Join It to Square in one click, or tell Integrately AI how you want each membership handled. Create customers, update contact records, add members to groups, and manage bookings automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Join It
    Membership is created in Join It Instant
  • Join It
    Membership is updated in Join It Instant
  • Join It
    Payment is created in Join It Instant
  • Join It
    Membership is renewed in Join It Instant
  • Join It
    Membership goes into inactive status in Join It Instant
  • 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.
  • 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 Join It + Square Integration

Create customers for new memberships, update records, add members to groups, and schedule bookings, all in just one click.

Most popular automationmost-popular-automations
  • 1of1
Got a different task in mind? Describe it

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Connect more apps to your Join It + Square flow

Sync your member records with email lists, schedule welcome calls, and post team alerts once your membership and payment workflows run. Pick a combination and activate it in one click.

Join It
Square
+
MailchimpMailchimp (4)
+
Google CalendarGoogle Calendar (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
ZoomZoom (4)
+
AirtableAirtable (4)
J
S
M
Add every new Join It membership to Square as a customer, and add the subscriber to your Mailchimp list
New Join It memberships immediately create a Square customer and add a subscriber in Mailchimp without manual data entry.
J
S
M
Update your Square customer when a Join It membership is renewed, and update the subscriber details in Mailchimp
Renewed memberships update your Square customer record and refresh subscriber details in Mailchimp automatically.
J
S
M
When a Join It membership goes into inactive status, search for the customer in Square and remove them from your Mailchimp list
Inactive memberships prompt a customer search in Square and clean up your Mailchimp subscriber list instantly.
J
S
M
When a payment is created in Join It, create a paid order in Square and add a subscriber tag in Mailchimp
New payments generate paid orders in Square and tag the relevant subscriber in Mailchimp.

Supported triggers and actions for Join It and Square

Mix and match to build the exact automation you need

Join It
Join It Triggers & Actions
Instant
Membership is created in Join It
Triggers the automation when a new membership is created
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Instant
Membership is updated in Join It
Triggers the automation when a membership is modified
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Instant
Payment is created in Join It
Triggers the automation when a new payment is created
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Instant
Membership is renewed in Join It
Triggers the automation when membership is renewed
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Instant
Membership goes into inactive status in Join It
Triggers the automation when a membership becomes inactive
Try it →
No action is available
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 Join It + Square?

Streamline your membership management and commerce operations by syncing members, customer accounts, and payments automatically.

What you can automate?
👥
Create Square customers from new memberships
Turn every new Join It membership into a matching customer profile in Square automatically. Eliminate manual data entry and keep your commerce database up to date.
📝
Capture every membership and payment detail
Map all submitted member fields and payment metadata directly into Square customer records and orders. Ensure no important information gets left behind.
🔔
Alert your team instantly on new sign-ups
Notify staff in Slack or via email the moment a new membership is created or a payment goes through. Keep your team aligned and ready to act.
🔀
Route records based on membership status
Perform different actions depending on whether a membership is created, renewed, or goes into inactive status. Keep your systems organized based on real member lifecycle stages.
🔄
Keep customer records updated across apps
Automatically update Square customer details whenever a member edits their profile or renews their subscription in Join It. Eliminate conflicting records.
🔍
Search and update instead of creating duplicates
Check if a customer already exists in Square before making updates, preventing duplicate profiles and keeping your database clean.
💳
Manage payments and orders seamlessly
Turn Join It payment events into paid orders in Square instantly. Keep your financial tracking accurate and synchronized across platforms.
📊
Extend your workflow to Airtable
Sync your Join It memberships and Square orders directly into an Airtable base for custom reporting and team visibility.
And much more...

Who is Join It + Square integration for?

Membership managers, commerce operators, and finance teams automate member synchronisation and customer billing records to eliminate manual data entry across systems.

Financial analysts
Financial analysts
Community managers
Community managers
Account managers
Account managers
Membership coordinators
Membership coordinators
Customer success leads
Customer success leads
Operations directors
Operations directors
📈
Financial analysts
You're reviewing monthly revenue reports, but your billing records only update when someone manually exports payment data, so the transaction totals you're analysing against are always a few hours behind — automating both apps means every payment lands in your ledgers instantly and your numbers stay current.
Community managers
You need to welcome new members immediately, but you find out about registrations hours after they happen because member lists and customer profiles live in separate tools — integrating these apps means every new membership creates a Square customer instantly and your welcome workflow starts right away.
📊
Account managers
You answer to clients who want to see live progress on membership renewals and active customer counts, but pulling data across systems takes too much time — connecting these apps means every membership update reflects in your customer accounts automatically and client reports are always ready.
🔄
Membership coordinators
The volume of incoming sign-ups is too high for anyone to keep up by hand, leaving customer profiles incomplete and renewal dates missed — this integration means every membership and payment syncs across systems without manual intervention.
👥
Customer success leads
You own onboarding and depend on your team to hand over customer details the moment a payment clears, but records get lost between systems — automating both apps means every payment creates an order and customer profile instantly so you can begin onboarding without delay.
📋
Operations directors
You need a reliable history of member activity and payments, but you keep finding gaps between your membership platform and commerce dashboard — with this integration, every member action and order is recorded accurately across your entire tech stack.
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 Join It + Square

Build and manage your Join It + 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 Join It + 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 Join It to Square?
Frequently Asked Questions
You can connect Join It to Square in one click using 1-click automation setup on Integrately, or ask Integrately AI to build the integration for you. You can also connect Mailchimp, Slack, and Google Calendar.
Can I automatically create a Square customer when a Join It membership is created?
Frequently Asked Questions
Can I connect Join It, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Join It and Square?
Frequently Asked Questions
How does Join It handle membership updates in this integration?
Frequently Asked Questions
Can Square payment events trigger workflows in Join It?
Frequently Asked Questions
Do I need coding skills to automate Join It and Square?
Frequently Asked Questions
Is the Join It 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?

You Can Also Connect Join It or Square With 1500+ Other Apps

Join It
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Square
Popular Square Integrations
Sync Square with accounting, invoicing, inventory, and reporting tools to keep your commerce operations running smoothly.
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