Integrate Lob to Square in one click, or tell Integrately AI how you want each customer handled. Send direct mail campaigns, verify customer addresses, and trigger follow-up postcards automatically.
Automatically trigger physical postcards or letters in Lob the moment a new order or customer is created in Square. Eliminate manual print and post office trips entirely.
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Capture complete customer address details
Map all available customer address fields from Square directly into Lob verification and mailing workflows. Ensure every mailer reaches the correct destination without missing data.
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Alert your team on payment events
Notify relevant staff members instantly whenever payments succeed or fail in Square, keeping your team aligned on billing updates and customer milestones.
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Route mailers based on payment status
Trigger welcome letters for successful Square payments or recovery notices for failed transactions. Automatically send the right message to the right customer.
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Keep customer records synchronized
Update customer profiles and order information across your connected tools whenever changes occur in Square or Lob, maintaining clean data at all times.
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Upsert customer records seamlessly
Search existing customer profiles before creating new ones in Square or Lob, preventing duplicate entries and keeping your database organized.
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Handle failed payment recovery
Monitor payment statuses in Square and automatically dispatch physical follow-up notices or collection letters through Lob when transactions decline.
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Log transaction data in Google Sheets
Extend your Square and Lob workflows by automatically recording every payment event and mail dispatch inside Google Sheets for easy reporting and review.
And much more...
Who is Lob + Square integration for?
Connecting Lob and Square helps business owners, finance teams, and marketers automate direct mail campaigns and customer record management without manual intervention.
Financial Analysts
Customer Support Leads
Account Managers
E-commerce Operations Teams
Marketing Coordinators
Compliance Officers
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Financial Analysts
You're reconciling point-of-sale transactions with physical mailing expenses, but your reports only update when someone manually exports payment data, so the revenue counts you're reviewing against are always a few hours behind — automating both apps means every successful payment and order record syncs instantly and your data stays current.
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Customer Support Leads
You need to resolve failed transactions immediately, but you find out about declined payments long after customers leave your store, so issue resolution is constantly delayed — with this integration, every payment failure triggers instant physical notices and alerts so your team can act right away.
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Account Managers
You answer to clients who expect timely updates on their orders and physical statement deliveries, but tracking mail dispatches by hand leads to missed communications, so client trust is put at risk — connecting these apps means every order confirmation and mailer status is logged automatically and visible to your stakeholders.
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E-commerce Operations Teams
The volume of incoming orders and customer registrations is too high for anyone to keep up with manual mail dispatches, so customer touchpoints get dropped during peak sales periods — automating both apps means every new customer and order triggers physical mail fulfillment without manual effort.
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Marketing Coordinators
You depend on sales teams to hand over new customer details before you can send direct mail campaigns, but handoffs get delayed in busy workflows, so welcome postcards reach buyers weeks late — with this integration, every new customer created in Square instantly initiates your Lob mailing workflow.
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Compliance Officers
You need a reliable history of all customer mailings and billing records, but you keep finding gaps caused by manual data entry errors, so auditing becomes a tedious chore — this integration means every address verification and mail dispatch is recorded cleanly without missing details.
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 Lob + Square
Build and manage your Lob + Square automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Lob + Square with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
You can connect Lob to Square in 1-click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Shopify, Slack, and Google Sheets.
Can I automatically send physical mail when a Square payment is successful?
You can trigger letters or postcards in Lob automatically the moment a payment succeeds in Square. Start with a ready automation or build custom flows with Integrately AI.
Can I connect Lob, Square, and Slack?
You can link Lob, Square, and Slack together to trigger physical mailers and notify your team on Slack simultaneously, along with 1,500+ other apps.
What is a good Zapier alternative for Lob and Square?
Most alternatives charge more and lack built-in AI workflow generation. Integrately provides 20 million+ templates, 24/5 live chat support, and 1-click setup for Lob and Square.
How does Lob handle address verification during Square checkouts?
Can Square customer data automatically trigger Lob mailers?
New customer creations or orders in Square can instantly initiate direct mail fulfillment through Lob. Explore the Lob and Square integration to activate ready templates.
Do I need coding skills to automate Lob and Square workflows?
You do not need any coding experience to connect Lob and Square. You can activate ready templates or describe your exact needs to Integrately AI.
Is the Lob and Square integration free?
The Lob and Square integration is available on Integrately with a free plan included so you can start building automations right away.
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No worries — just send us a message and we’ll get back to you as soon as possible.
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