Kartra + Square Integration

Integrate Kartra to Square in one click, or tell Integrately AI how you want each customer handled. Track purchases, create customer profiles, sync order records, and update your commerce dashboard automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Kartra
    Lead fills form in Kartra Instant
  • Kartra
    Customer buys a product in Kartra Instant
  • Kartra
    Tag is assigned to lead in Kartra Instant
  • Kartra
    Tag is unassigned to lead in Kartra Instant
  • Kartra
    Lead is unsubscribed from list in Kartra Instant
  • Kartra
    Lead visits a Kartra page in Kartra Instant
  • Kartra
    Lead is subscribed to list in Kartra Instant
  • Kartra
    Lead is subscribed to sequence in Kartra Instant
  • Kartra
    Membership revoked from a lead in Kartra Instant
  • Kartra
    Lead reaches score for the first time in Kartra Instant
  • Kartra
    Lead is unsubscribed from sequence in Kartra Instant
  • Kartra
    Lead completes a sequence in Kartra Instant
  • Kartra
    Membership granted to a lead in Kartra Instant
  • Kartra
    Lead clicks on page split test link in Kartra Instant
  • Kartra
    Lead completes calendar in Kartra Instant
  • Kartra
    Lead registers to a calendar in Kartra Instant
  • Kartra
    Lead plays the video in Kartra Instant
  • Kartra
    Lead completes video in Kartra Instant
  • Kartra
    Calender subscription is cancelled in Kartra Instant
  • Kartra
    Affiliate signs up for product in Kartra Instant
  • Kartra
    Order is partially refunded in Kartra Instant
  • Kartra
    Order is refunded in Kartra 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.
  • Kartra
    Create lead in Kartra
  • Kartra
    Assign tag to lead in Kartra
  • Kartra
    Search lead by email in Kartra
  • Kartra
    Unassign tag to lead in Kartra
  • Kartra
    Remove points from lead in Kartra
  • Kartra
    Give points to lead in Kartra
  • Kartra
    Unsubscribe lead from a list in Kartra
  • Kartra
    Get lead by ID in Kartra
  • Kartra
    Subscribe lead to list in Kartra
  • Kartra
    Update lead in Kartra
  • Kartra
    Subscribe lead to a sequence in Kartra
  • Kartra
    Subscribe lead to calendar in Kartra
  • Kartra
    Cancel subscription to calendar in Kartra
  • Kartra
    Unsubscribe lead from a sequence in Kartra
  • Kartra
    Create custom field in Kartra
  • Kartra
    Refund a payment transaction in Kartra
  • 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 Kartra + Square Integration

Track product purchases, create Square customers automatically, sync orders, and update records, all in just one click.

  • 1of1
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 Kartra + Square flow

Sync purchase data to your customer platforms, notify team channels, and keep financial records updated across your entire stack. Pick a combination and activate it in one click.

Kartra
Square
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
ZoomZoom (4)
K
S
S
Create a Shopify customer when a customer buys a product in Kartra, and create a customer in Square.
Customer purchase details flow from Kartra into Shopify and Square instantly, removing manual data entry.
K
S
S
Create a Shopify product when a customer buys a product in Kartra, and create a paid order in Square.
Kartra product sales automatically generate corresponding product items in Shopify and paid orders in Square.
K
S
S
Update a Shopify customer when a customer is created in Square after a Kartra purchase.
Square customer updates sync to Shopify right after a customer buys a product in Kartra.
K
S
S
Search a Shopify customer when an order is created in Square from a Kartra lead form.
Verify customer records across Shopify and Square following form submissions in Kartra.

Supported triggers and actions for Kartra and Square

Mix and match to build the exact automation you need

Kartra
Kartra Triggers & Actions
Instant
Lead fills form in Kartra
Triggers the automation when a lead fills out a form
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Instant
Customer buys a product in Kartra
Triggers the automation when a customer completes a purchase of a product
Try it →
Instant
Tag is assigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Tag is unassigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Lead is unsubscribed from list in Kartra
Triggers the automation when any lead is unsubscribed from the mailing list
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Instant
Lead visits a Kartra page in Kartra
Triggers the automation when a lead visits a Kartra page
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Instant
Lead is subscribed to list in Kartra
Triggers the automation when a lead is subscribed to a list
Try it →
Instant
Lead is subscribed to sequence in Kartra
Triggers the automation when a lead is subscribed to a sequence
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Instant
Membership revoked from a lead in Kartra
Triggers the automation when a lead's membership is revoked
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Instant
Lead reaches score for the first time in Kartra
Triggers the automation when a lead reaches a score for the first time
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Instant
Lead is unsubscribed from sequence in Kartra
Triggers the automation when any lead is unsubscribed from a sequence
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Instant
Lead completes a sequence in Kartra
Triggers the automation when a lead finishes a designated sequence of actions
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Instant
Membership granted to a lead in Kartra
Triggers the automation when membership is granted to a lead
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Instant
Lead clicks on page split test link in Kartra
Try it →
Instant
Lead completes calendar in Kartra
Triggers the automation when a lead completes a calendar event
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Instant
Lead registers to a calendar in Kartra
Triggers the automation when a lead registers for an event or appointment in a calendar
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Instant
Lead plays the video in Kartra
Triggers the automation when a video is played by a lead
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Instant
Lead completes video in Kartra
Triggers the automation when a lead completes a video
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Instant
Calender subscription is cancelled in Kartra
Triggers the automation when a calendar subscription is cancelled
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Instant
Affiliate signs up for product in Kartra
Triggers the automation when any affiliate signs up for a particular product
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Instant
Order is partially refunded in Kartra
Triggers the automation when a partial refund is issued for an order
Try it →
Instant
Order is refunded in Kartra
Triggers the automation when any order is refunded
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Create lead in Kartra
Generates new leads for potential customers
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Assign tag to lead in Kartra
Assigns a tag to a lead based on predefined criteria
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Search lead by email in Kartra
Retrieves information for a particular lead using their email
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Unassign tag to lead in Kartra
Unassigns a tag from a lead
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Remove points from lead in Kartra
Deducts points from a lead
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Give points to lead in Kartra
Assigns points to the designated lead
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Unsubscribe lead from a list in Kartra
Removes a lead from a mailing list
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Get lead by ID in Kartra
Retrieves a lead's information based on their id
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Subscribe lead to list in Kartra
Subscribes a lead to a list
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Update lead in Kartra
Updates the lead information
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Subscribe lead to a sequence in Kartra
Subscribes a lead to a sequence
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Subscribe lead to calendar in Kartra
Subscribes a lead to a calendar
Try it →
Cancel subscription to calendar in Kartra
Stop receiving updates from the calendar subscription
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Unsubscribe lead from a sequence in Kartra
Removes lead from email sequence subscription
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Create custom field in Kartra
Creates a new marketing campaign
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Refund a payment transaction in Kartra
Processes a payment transaction refund
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
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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 Kartra + Square?

Connect your sales funnels and point-of-sale platform to automate customer records, orders, and payment updates.

What you can automate?
🔄
Sync customer purchases instantly between apps
Trigger a customer creation in Square whenever a customer buys a product in Kartra. Keep your point-of-sale customer directory synchronized with your online funnel sales.
📝
Capture every submitted lead form field
Map all custom form data collected in Kartra directly into Square customer profiles. Ensure your sales team has complete background details for every new lead.
🔔
Notify your team on payment events
Send instant channel messages whenever a payment is successful or failed in Square from Kartra orders. Keep your internal staff informed of live financial updates.
🔀
Route transactions based on order status
Execute different follow-up actions depending on whether a payment succeeds or fails in Square. Handle billing exceptions automatically without manual intervention.
📊
Keep spreadsheet records continuously updated
Append a new spreadsheet row whenever an order is created in Square or a customer buys in Kartra. Maintain clean transaction logs for your accounting review.
🔍
Search existing customer profiles before creating records
Look up existing records in Square before adding new customer data from Kartra form submissions. Prevent duplicate entries across your database.
💰
Handle refunds and partial payments
Trigger account updates and remove tags when orders are refunded or partially refunded in Kartra. Keep financial and customer statuses completely aligned.
Extend your workflow to messaging apps
Connect your core Kartra and Square flow with Slack to broadcast real-time sales alerts to your entire organization. Keep departments synchronized on revenue milestones.
And much more...

Who is Kartra + Square integration for?

Connecting Kartra and Square streamlines customer data synchronization, order management, and financial recordkeeping for growing businesses.

Performance Marketers
Performance Marketers
Customer Support Managers
Customer Support Managers
Account Managers
Account Managers
E-Commerce Store Owners
E-Commerce Store Owners
Fulfillment Managers
Fulfillment Managers
Finance Managers
Finance Managers
📈
Performance Marketers
You're running sales funnels in Kartra but your revenue reports only update when someone manually exports payment logs, so the conversion metrics you're reviewing are always a few hours behind — with this integration, every new customer order lands in your records instantly and your data stays current.
🎧
Customer Support Managers
You manage client billing inquiries in Square but order details originate in Kartra, so your team wastes time switching tabs to verify purchases — automating both apps means every transaction profile populates immediately and your support reps answer faster.
📋
Account Managers
You track client onboarding progress while sales close deals in Kartra, so client success finds out about new buyers too late to start onboarding — connecting these apps means every new customer creation triggers an instant handoff and your onboarding starts on time.
🛍️
E-Commerce Store Owners
You process high transaction volumes across checkout pages and point-of-sale terminals, so manual data entry between platforms causes frequent customer record errors — this integration means every sale syncs profile details automatically and your databases remain accurate.
📦
Fulfillment Managers
You depend on incoming store purchases from Kartra to prepare item shipments in Square, so delayed order notifications stall your warehouse dispatch queue — automating both apps means every order record is generated instantly and fulfillment moves without delay.
💳
Finance Managers
You reconcile transaction ledgers between sales funnels and merchant accounts, so missing payment records create audit gaps in your financial history — with this integration, every paid order and customer record matches up and your financial audit trails stay complete.
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 Kartra + Square

Build and manage your Kartra + 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 Kartra + 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 Kartra to Square?
Frequently Asked Questions
You can connect Kartra to Square in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Shopify, Mailchimp, Stripe, Google Sheets, Slack, and Zoom.
Can I automatically create Square customers from Kartra product purchases?
Frequently Asked Questions
Can I connect Kartra, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and Square?
Frequently Asked Questions
How does Kartra handle lead form submissions in this integration?
Frequently Asked Questions
Can Square payment success events update Kartra records?
Frequently Asked Questions
Do I need coding skills to automate Kartra and Square?
Frequently Asked Questions
Is the Kartra and Square integration free?
Frequently Asked Questions
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