Square + WhatsApp Integration

Integrate Square to WhatsApp in one click, or tell Integrately AI how you want each order handled. Send confirmation messages, alert your team, update customer records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Square
    Payment is created (all status) in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is failed in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
  • WhatsApp
    Message is received in WhatsApp 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
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

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Ready Workflows Ready Workflows for Square + WhatsApp Integration

Send order confirmations, alert your team about failed payments, notify staff on new customer creation, and send custom message templates, all in just one click.

Most popular automationmost-popular-automations
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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 Square + WhatsApp flow

Sync your payment and messaging data with CRMs, spreadsheets, and calendar tools to keep your entire business aligned. Pick a combination and activate it in one click.

Square
WhatsApp
+
ShopifyShopify (5)
+
Google CalendarGoogle Calendar (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
Google SheetsGoogle Sheets (4)
S
S
W
Create a paid order in Square when a Shopify order is created, and send a confirmation in WhatsApp.
Shopify orders instantly generate paid orders in Square and trigger customer WhatsApp notifications without manual entry.
S
S
W
When a payment is successful in Square, create a customer in Shopify and send a welcome in WhatsApp.
Successful Square payments automatically establish Shopify customer profiles and send welcome messages via WhatsApp.
S
S
W
If a Shopify order is created, search customer in Square and send a status update in WhatsApp.
New Shopify orders check existing Square customer profiles before sending tailored WhatsApp updates.
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S
W
When a customer is created in Square, update customer in Shopify and send a greeting in WhatsApp.
Square customer creation updates Shopify profiles and triggers immediate WhatsApp engagement.
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S
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Use Claude to analyze every new Shopify order, create a paid order in Square, and send a WhatsApp alert.
AI reviews Shopify orders before creating paid Square orders and notifying teams via WhatsApp.

Supported triggers and actions for Square and WhatsApp

Mix and match to build the exact automation you need

Square
Square Triggers & Actions
Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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Payment is successful in Square
Triggers the automation when a payment is successfully processed
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Payment is failed in Square
Triggers the automation when a payment fails
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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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WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
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Send message (using template) in WhatsApp
Sends a message using a template
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Send message in WhatsApp
Delivers a message to a designated recipient
Try it →

What can you automate with Square + WhatsApp?

Streamline your commerce operations by connecting Square events directly to automated WhatsApp messaging.

What you can automate?
💳
Send WhatsApp notifications for successful payments
Automatically dispatch confirmation messages in WhatsApp the moment a payment is successful in Square, keeping customers informed immediately.
📦
Capture every submitted order detail
Map complete Square order information into your messaging workflows instead of basic notifications, ensuring full context for every transaction.
🔔
Alert your support team instantly on failed payments
Send immediate WhatsApp alerts whenever a payment fails in Square, allowing staff to reach out and recover transactions quickly.
🏷️
Route messages based on customer groups
Send different WhatsApp message templates depending on whether a customer belongs to a specific group in Square.
🔄
Keep customer records updated across platforms
Automatically update customer profiles in Square whenever related messaging interactions occur, maintaining accurate contact data.
🔍
Search and verify customers before messaging
Search customer records in Square before sending WhatsApp templates to prevent duplicate messaging and ensure personal touches.
📅
Automate booking confirmations and reminders
Trigger WhatsApp messages whenever a new booking is created in Square, reducing no-shows and scheduling confusion.
📊
Extend your workflow to Google Sheets
Send Square payment data to WhatsApp while simultaneously logging every transaction as a new row in Google Sheets for reporting.
And much more...

Who is Square + WhatsApp integration for?

Business owners and operations teams connect Square to WhatsApp to eliminate manual messaging and keep customer communications synchronized.

Finance directors and revenue analysts
Finance directors and revenue analysts
Customer support managers
Customer support managers
Client account directors
Client account directors
High-volume retail operators
High-volume retail operators
Fulfillment coordinators
Fulfillment coordinators
Compliance officers
Compliance officers
📈
Finance directors and revenue analysts
You review transaction reports in Square but your tracking spreadsheets only update when someone manually exports orders, so the revenue counts you analyze are always a few hours behind — with this integration, every new order populates your records instantly and your financial data stays current.
Customer support managers
You need to answer client inquiries quickly when payments fail, but you find out about transaction errors too late because alerts sit unmonitored in dashboards — connecting these apps means every failed payment triggers an immediate WhatsApp alert so your support team can resolve issues without delay.
🤝
Client account directors
You answer to external stakeholders who want instant updates on project bookings and payment milestones, but manual reporting delays communication — with this integration, every new booking in Square dispatches an automated WhatsApp confirmation to keep clients informed.
🔄
High-volume retail operators
The transaction volume across your stores is too high for anyone to keep up by hand, leading to missed customer follow-ups and delayed message dispatches — automating both apps means every payment creates instant customer records and WhatsApp notifications without manual intervention.
📋
Fulfillment coordinators
You own the shipping workflow and depend on someone upstream to hand over order details, resulting in bottlenecks when manual data entry falls behind — this integration means every new order in Square triggers downstream fulfillment tasks and WhatsApp notices automatically.
🗂️
Compliance officers
You need a reliable customer history for auditing purposes, but manual data entry leaves frequent gaps in your database — automating both apps means every new customer created in Square logs complete contact details without missing records.
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 + WhatsApp

Build and manage your Square + WhatsApp 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 + WhatsApp 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
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2
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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 Square to WhatsApp?
Frequently Asked Questions
You can connect Square and WhatsApp using 1-click automations on Integrately alongside Shopify, Google Calendar, and QuickBooks Online. Use ready templates or ask Integrately AI to build the automation and map the fields.
Can I send automated WhatsApp messages when a new Square payment is successful?
Frequently Asked Questions
Can I connect Square, WhatsApp, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Square and WhatsApp?
Frequently Asked Questions
How does Square customer creation trigger WhatsApp workflows?
Frequently Asked Questions
Can I send WhatsApp alerts for failed Square payments?
Frequently Asked Questions
Do I need coding skills to automate Square and WhatsApp?
Frequently Asked Questions
Is the Square and WhatsApp integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Square
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WhatsApp
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Sync WhatsApp with customer support, marketing, and survey tools to enhance client engagement and messaging workflows.
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