RingCentral + Square Integration

Integrate RingCentral to Square in one click, or tell Integrately AI how you want each customer handled. Create contacts, send follow-up texts, update customer records, and log details automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • RingCentral
    Call is recorded in RingCentral
  • RingCentral
    SMS is received in RingCentral Instant
  • RingCentral
    Call is missed in RingCentral Instant
  • RingCentral
    Call is received in RingCentral Instant
  • RingCentral
    Voicemail received in RingCentral 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.
  • RingCentral
    Create contact in RingCentral
  • RingCentral
    Send SMS in RingCentral
  • RingCentral
    Generate Ringout Call in RingCentral
  • RingCentral
    Search User in RingCentral
  • 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 RingCentral + Square Integration

Create contacts, process payments, update customer details, send follow-up texts, and sync records, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your RingCentral + Square flow

Sync payment data and communication records with your store, accounting, email, and team channels. Pick a combination and activate it in one click.

RingCentral
Square
+
ShopifyShopify (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
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CalendlyCalendly (4)
S
S
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Create a Shopify customer when a payment is successful in Square, and create a contact in RingCentral.
Successful Square payments instantly create a customer profile in Shopify and a new contact in RingCentral, eliminating manual data entry across platforms.
S
S
R
When a customer is created in Square, add a customer in Shopify and send an SMS in RingCentral.
New Square customers trigger a Shopify customer profile and an immediate welcome SMS sent via RingCentral.
S
S
R
If a Square payment is failed, update the order in Shopify and send an alert SMS in RingCentral.
Failed Square payments update the order status in Shopify and notify staff via a RingCentral text message.
S
C
S
R
Use ChatGPT to summarise every new Square payment, create a Shopify order, and log a contact in RingCentral.
ChatGPT analyses Square payment data before creating a Shopify order and logging the contact in RingCentral.

Supported triggers and actions for RingCentral and Square

Mix and match to build the exact automation you need

RingCentral
RingCentral Triggers & Actions
Call is recorded in RingCentral
Triggers the automation when a call is recorded
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Instant
SMS is received in RingCentral
Triggers the automation when a new text message is received
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Instant
Call is missed in RingCentral
Triggers the automation when a call is missed
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Instant
Call is received in RingCentral
Triggers the automation when a call is received
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Instant
Voicemail received in RingCentral
Triggers the automation when a voicemail is received
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Create contact in RingCentral
Adds a new contact to the RingCentral app
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Send SMS in RingCentral
Sends a text message to particular recipients
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Generate Ringout Call in RingCentral
Initiates a phone call and connect two parties for a ringout conversation
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Search User in RingCentral
Searches for a user
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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 →

What can you automate with RingCentral + Square?

Streamline customer onboarding, payment tracking, and communication workflows between RingCentral and Square.

What you can automate?
🔄
Sync every new customer and payment automatically
Create a RingCentral contact and log communication records the moment a customer is created or a payment is successful in Square. Eliminate manual copying between your point of sale and communication tools.
📋
Capture every submitted field and detail
Map complete customer profiles, order amounts, and transaction metadata into your connected databases instead of just basic names. Your records become a thorough source for review and follow-up.
🔔
Notify your team as soon as transactions happen
Send instant SMS alerts in RingCentral or team messages whenever a payment succeeds or fails. Ensure staff members can act immediately on critical revenue events.
🔀
Route workflows based on submitted payment data
Execute different actions depending on whether a payment is successful or failed. Send welcome texts for successful transactions and support alerts for payment failures.
🔄
Keep customer records updated as status changes
Update customer details and order records across both apps whenever information changes in Square or communication threads occur in RingCentral. Keep all touchpoints synchronised.
🛡️
Add or update records instead of creating duplicates
Search existing contacts and customer profiles before creating new entries. Maintain a clean database without redundant entries cluttering your workspace.
Handle later status changes and payment failures
Trigger automated workflows when payments fail or orders are modified. Keep your team and customer records updated without manual monitoring.
🔌
Extend your workflow to connected business apps
Connect your RingCentral and Square data with Shopify, QuickBooks Online, Mailchimp, Google Sheets, Slack, Calendly, and 1,500+ other tools to build robust multi-app pipelines.
And much more...

Who is RingCentral + Square integration for?

Business owners, sales teams, and finance personnel connect RingCentral and Square to synchronize customer communications and transaction records automatically.

Performance analysts and business reviewers
Performance analysts and business reviewers
Sales representatives and account managers
Sales representatives and account managers
Client success managers and agency leads
Client success managers and agency leads
High-volume retail operations teams
High-volume retail operations teams
Support agents and fulfillment coordinators
Support agents and fulfillment coordinators
Finance managers and ledger keepers
Finance managers and ledger keepers
📈
Performance analysts and business reviewers
You're reviewing communication logs and transaction metrics, but your reporting sheets only update when someone manually exports payment data, so the revenue counts you're optimising against are always a few hours behind — with this integration, every new customer lands in your records instantly and your data stays current.
Sales representatives and account managers
You need to follow up with buyers the moment they complete a purchase, but you find out about new transactions hours later when checking dashboards, so leads go cold before you reach out — automating both apps means every successful payment immediately triggers a contact and text message so you can engage buyers right away.
🤝
Client success managers and agency leads
You answer to clients who want immediate confirmation when payments clear and onboarding kicks off, but manual communication handoffs create frustrating delays, so clients question your responsiveness — this integration means every transaction update flows straight into your communication channels so stakeholders always see immediate progress.
📊
High-volume retail operations teams
The transaction volume is too high for anyone to keep up by hand, and manual data entry between your point of sale and CRM leads to missing records, so customer follow-ups get dropped — connecting these apps means every customer and payment record flows seamlessly into your database without human intervention.
👥
Support agents and fulfillment coordinators
You own the post-purchase support step and depend on someone upstream to hand over customer details, but handover gaps leave you in the dark, so customers wait too long for help — automating both apps means customer records and communication threads arrive in your queue instantly upon payment success.
🗂️
Finance managers and ledger keepers
You need a reliable transaction history, but you keep finding gaps between your point of sale records and communication logs, so reconciliation takes days — with this integration, every transaction and contact profile is logged consistently across your systems without missing a single entry.
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 RingCentral + Square

Build and manage your RingCentral + 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 RingCentral + 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 RingCentral to Square?
Frequently Asked Questions
You can connect RingCentral to Square in 1-click using ready templates or ask Integrately AI to build your automation. It also integrates seamlessly with Shopify, QuickBooks Online, Mailchimp, Google Sheets, Slack, and Calendly.
Can I automatically create a RingCentral contact when a new customer is created in Square?
Frequently Asked Questions
Can I connect RingCentral, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for RingCentral and Square?
Frequently Asked Questions
How does RingCentral handle calls and SMS in these automations?
Frequently Asked Questions
How are Square payments and customers synchronised?
Frequently Asked Questions
Can I set up RingCentral and Square integrations without coding?
Frequently Asked Questions
Is the RingCentral and Square integration free?
Frequently Asked Questions
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You Can Also Connect RingCentral or Square With 1500+ Other Apps

RingCentral
Popular RingCentral Integrations
Connect RingCentral to CRMs, telephony tools, and messaging platforms to manage and follow up on your communications.
Square
Popular Square Integrations
Sync Square with accounting, e-commerce, and reporting tools to keep financial data working across your stack.
See All
Square Integrations arrow right
No popular apps found