Square + Todoist Integration

Integrate Square to Todoist in one click, or tell Integrately AI how you want each order handled. Track tasks, update projects, notify your team, and manage follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Todoist
    Task is created in Todoist
  • Todoist
    Task is completed in Todoist Instant
  • Todoist
    Task is updated in Todoist Instant
  • Todoist
    Task is incompleted in Todoist Instant
  • Todoist
    Task is deleted in Todoist Instant
  • Todoist
    Project is created in Todoist
  • Todoist
    Label is created in Todoist
  • Todoist
    Label is updated in Todoist Instant
  • Todoist
    Label is deleted in Todoist Instant
  • Todoist
    Section is created in Todoist
  • Todoist
    Section is updated in Todoist Instant
  • Todoist
    Comment is added in Todoist Instant
  • Todoist
    Comment is updated in Todoist Instant
  • Todoist
    Comment is deleted in Todoist Instant
  • Todoist
    Project is updated in Todoist Instant
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
  • Todoist
    Create task in Todoist
  • Todoist
    Add comment to task in Todoist
  • Todoist
    Search task by name in Todoist
  • Todoist
    Mark task as completed in Todoist
  • Todoist
    Update task in Todoist
  • Todoist
    Delete task in Todoist
  • Todoist
    Create project in Todoist
  • Todoist
    Add comment to project in Todoist
  • Todoist
    Create label in Todoist
  • Todoist
    Create section in Todoist
  • Todoist
    Get project by Id in Todoist

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Ready WorkflowsReady Workflows   for Square + Todoist Integration

Create tasks for new orders, update projects on customer creation, track follow-ups, and keep your schedule current, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Square + Todoist flow

Sync orders with finance tools, notify teams on messaging apps, and update your spreadsheets instantly. Pick a combination and activate it in one click.

Square
Todoist
+
ShopifyShopify (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
MailchimpMailchimp (4)
S
T
S
Create a Todoist task when a Shopify order is paid, and update the customer record in Square.
Shopify orders trigger Todoist tasks and update Square customer details instantly, keeping your store and task list aligned.
S
S
T
When a new customer is created in Square, create a Shopify customer and add a Todoist follow-up task.
Square customer records instantly create Shopify profiles and Todoist tasks so your team never misses an onboarding step.
S
S
T
When a Shopify product is updated, search the customer in Square and create a Todoist task.
Shopify product updates trigger a Square customer search and create a Todoist task for inventory review.
S
S
T
If a Shopify order is created, create a paid order in Square and add a priority task in Todoist.
New Shopify orders generate paid Square orders and urgent Todoist tasks without manual data entry.

Supported triggers and actions for Square and Todoist

Mix and match to build the exact automation you need

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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Todoist
Todoist Triggers & Actions
Task is created in Todoist
Triggers the automation when a new task is created
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Instant
Task is completed in Todoist
Triggers the automation when any task is completed
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Instant
Task is updated in Todoist
Triggers the automation when any task is updated
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Instant
Task is incompleted in Todoist
Triggers the automation when a task remains due past the due date
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Instant
Task is deleted in Todoist
Triggers the automation when a task is deleted
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Project is created in Todoist
Triggers the automation when a new project is created
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Label is created in Todoist
Triggers the automation when a new label is created
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Instant
Label is updated in Todoist
Triggers the automation when a label is updated
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Instant
Label is deleted in Todoist
Triggers the automation when any label is removed from the system
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Section is created in Todoist
Triggers the automation when a section is created
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Instant
Section is updated in Todoist
Triggers the automation when a section is updated
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Instant
Comment is added in Todoist
Triggers the automation when a comment is added
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Instant
Comment is updated in Todoist
Triggers the automation when a comment is updated
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Instant
Comment is deleted in Todoist
Triggers the automation when a comment is deleted
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Instant
Project is updated in Todoist
Triggers the automation when a project is updated
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Create task in Todoist
Creates a new task
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Add comment to task in Todoist
Adds a comment to a task
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Search task by name in Todoist
Searches for a task by name
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Mark task as completed in Todoist
Marks the task as completed
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Update task in Todoist
Updates the task with new information or changes
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Delete task in Todoist
Removes a particular task
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Create project in Todoist
Creates a new project
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Add comment to project in Todoist
Adds comments to a project for better collaboration and communication
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Create label in Todoist
Generates a new label
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Create section in Todoist
Creates a new section
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Get project by Id in Todoist
Retrieves project information using the project id
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What can you automate with Square + Todoist?

Turn every payment, customer record, and order from Square into organised, actionable tasks in Todoist automatically.

What you can automate?
💳
Turn every Square payment into a Todoist task
Create a task in Todoist the moment a payment is successful in Square. Keep your team aligned and working on fulfillment without manual intervention.
📋
Capture every order detail and customer field
Map complete order data and customer information from Square straight into Todoist task descriptions. Ensure your team has every detail needed to execute work.
🔔
Alert your team instantly on payment events
Trigger immediate task creation and notifications whenever an order is created or a payment fails in Square. Keep your staff responsive and informed.
🔀
Route tasks based on payment status
Create different Todoist priorities or project assignments depending on whether a Square payment is successful or failed. Direct work to the right person instantly.
🔄
Keep your project boards up to date as sales happen
Automatically update Todoist tasks and projects when customer profiles or orders change in Square. Eliminate manual status tracking across platforms.
🔍
Search and update existing customer records
Search for existing customers in Square before creating tasks, ensuring your workflow handles repeat clients cleanly without duplicate entries.
Handle payment failures and successful orders
Automate responses to failed payments or successful checkouts from Square by generating targeted follow-up tasks in Todoist for your finance team.
🔌
Extend your workflow to Gmail or Google Sheets
Connect Square and Todoist with Gmail, Google Sheets, or Slack to log transactions, send customer emails, and notify teams in a single automated pipeline.
And much more...

Who is Square + Todoist integration for?

Retail managers, business owners, and operations coordinators who need to turn incoming Square transactions and customer sign-ups into actionable Todoist tasks without manual tracking.

Retail managers
Retail managers
Operations coordinators
Operations coordinators
Client service directors
Client service directors
Fulfillment teams
Fulfillment teams
Account managers
Account managers
Business owners
Business owners
📈
Retail managers
You're reviewing sales figures from Square but your project board only updates when someone manually creates tasks, so your workload counts are always a few hours behind — with this integration, every new order lands in Todoist instantly and your task list stays current.
Operations coordinators
You need to act fast when a customer payment succeeds or fails in Square, but you find out too late because notifications require manual checking — with this integration, every transaction triggers immediate tasks and alerts without delay.
🤝
Client service directors
You answer to stakeholders who want to see progress on every new client sign-up, but tracking customer intake by hand leaves gaps in your project timeline — this integration means every new Square customer generates structured Todoist tasks for complete visibility.
📦
Fulfillment teams
The order volume in Square is too high for anyone to keep up by hand, leading to missed shipments and delayed preparation — automating both apps means every new order immediately creates a Todoist task for the packing team.
👥
Account managers
You own the onboarding step and depend on someone upstream to hand over client details from Square, resulting in dropped follow-ups — connecting these apps means every customer creation event triggers your onboarding tasks automatically.
📋
Business owners
You need a reliable history of customer interactions and keep finding gaps where sales recorded in Square never made it to your task backlog — automating both apps means every transaction and customer record creates a permanent, searchable task trail.
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 Square + Todoist

Build and manage your Square + Todoist automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Square + Todoist 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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in $19.99

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Frequently Asked Questions

How do I connect Square to Todoist?
Frequently Asked Questions
You can connect Square to Todoist in just 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom multi-step automations involving Shopify, QuickBooks Online, Slack, Gmail, Google Sheets, and Mailchimp.
Can I automatically create Todoist tasks from new Square orders?
Frequently Asked Questions
Can I connect Square, Todoist, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Square and Todoist?
Frequently Asked Questions
How are customer records handled when moving data from Square to Todoist?
Frequently Asked Questions
Can I track payment statuses from Square in Todoist?
Frequently Asked Questions
Do I need coding skills to automate Square and Todoist?
Frequently Asked Questions
Is the Square and Todoist integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Square
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Todoist
Popular Todoist Integrations
Sync Todoist with project trackers, communication tools, and document apps to keep your team organised and execution on track.
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