Square + WPForms Integration

Integrate Square to WPForms in one click, or tell Integrately AI how you want each form submission handled. Capture submissions, create customers, update 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
  • WPForms
    Form is submitted in WPForms Instant
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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

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Ready Workflows Ready Workflows for Square + WPForms Integration

Capture form submissions, create Square customers, update records, alert your team, and send follow-ups, all in just one click.

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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 + WPForms flow

Connect your form data and customer records to your favorite tools for team alerts, marketing, and accounting. Pick a combination and activate it in one click.

Square
WPForms
+
WordPressWordPress (4)
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SlackSlack (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google SheetsGoogle Sheets (4)
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GmailGmail (4)
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When a form is submitted in WPForms, create a new customer in Square and create a user account in WordPress
Every WPForms submission creates a Square customer and sets up a WordPress user account instantly, eliminating manual data entry.
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When a form is submitted in WPForms, search for the customer in Square and publish a new post in WordPress
WPForms submissions trigger a customer lookup in Square and publish a corresponding post in WordPress automatically.
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If a WPForms submission includes a booking request, create a Square booking and create a WordPress page
Booking form submissions automatically generate a Square booking and create a new page in WordPress.
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Use Claude to summarise every WPForms submission, create a Square customer, and publish a post in WordPress
Claude summarises incoming WPForms submissions before creating a Square customer and publishing a post in WordPress.

Supported triggers and actions for Square and WPForms

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
Try it →
WPForms
WPForms Triggers & Actions
Instant
Form is submitted in WPForms
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Square + WPForms?

Streamline your workflow by turning form submissions into customer records, automated orders, and team notifications instantly.

What you can automate?
👤
Create Square customers from form submissions
Turn every completed WPForms submission into a new customer profile in Square automatically, eliminating manual data entry and ensuring clean records.
📝
Capture every submitted form field
Map all available WPForms form answers and custom fields directly into Square customer notes or external tracking sheets for thorough review.
🔔
Notify your team the moment a form arrives
Send instant alerts to your team on Slack or via email whenever a new customer submits a form, ensuring rapid follow-up on inquiries.
🔀
Route submissions based on form answers
Perform different actions depending on specific form selections, such as creating priority customer profiles for VIP leads or standard profiles for regular inquiries.
🔄
Keep customer records updated
Search for existing customers in Square upon form submission and update their contact details or notes automatically.
🔍
Search before creating to prevent duplicates
Check if a customer already exists in Square before generating a new record, keeping your database clean and organized.
💳
Process paid orders from checkout forms
Generate paid Square orders and invoices when checkout or payment forms are completed on your WordPress site.
📊
Extend your workflow to Google Sheets
Automatically send form submission details and newly created Square customer records straight into a Google Sheets tracker.
And much more...

Who is Square + WPForms integration for?

Business owners, store managers, and marketers who capture customer submissions and need customer records and orders created without manual data entry.

Analytics managers
Analytics managers
Sales managers
Sales managers
Account managers
Account managers
Customer support leads
Customer support leads
Fulfillment teams
Fulfillment teams
Operations directors
Operations directors
📈
Analytics managers
You're reviewing sales reports from Square transactions, but form submissions from WPForms take hours to match up, so your conversion metrics are always incomplete — this integration means every form submission and customer record syncs instantly and your reports stay accurate.
Sales managers
You're waiting for high-value leads to submit inquiries on your site, but without instant alerts you find out too late and lose the deal — with this integration, every new submission creates a customer and notifies your team immediately.
🤝
Account managers
You're managing client onboarding through custom web forms, but tracking payment and form data separately leads to confusion — this integration means every form submission automatically creates the customer and order details your clients expect to see.
🔄
Customer support leads
You're handling hundreds of customer inquiries and order requests daily, but manual data entry causes missed orders and typos — automating both apps means every submission is processed and logged without manual effort.
📦
Fulfillment teams
You're fulfilling orders as they come in, but waiting for manual customer updates slows down your shipping schedule — automating both apps means every form submission triggers customer creation and order preparation instantly.
📋
Operations directors
You're auditing customer records across your website and point-of-sale system, but missing form entries create gaps in your database — connecting these apps means every interaction is recorded accurately and completely.
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 + WPForms

Build and manage your Square + WPForms 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 + WPForms 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Square to WPForms?
Frequently Asked Questions
You can connect Square to WPForms in 1 click using ready-made templates on Integrately, or use Integrately AI to build your custom workflow. Connect your accounts, choose your trigger, and automate your submission data instantly.
Can I automatically create Square customers from WPForms submissions?
Frequently Asked Questions
Can I connect Square, WPForms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Square and WPForms?
Frequently Asked Questions
How do I sync Square customer details with form entries?
Frequently Asked Questions
Can I trigger actions based on specific WPForms form fields?
Frequently Asked Questions
Do I need coding skills to automate Square and WPForms?
Frequently Asked Questions
Is the Square and WPForms 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?

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