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Follow Up Boss + Square Integrations

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Connect Follow Up Boss to Square
Example workflows
Triggers and actions
Follow Up Boss + your other apps
Square + your other apps
FAQ

Follow Up Boss + Square integrations

Use any of these Square actions in your Relay.app workflows.

Preview of Use Relay.app's Square integrations to trigger actions across your apps

Use any of these Square actions in your Relay.app workflows.

Use Relay.app's Square integrations to trigger actions across your apps

Overview

Connect Follow Up Boss to Square in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Follow Up Boss, Square, and many other popular SaaS applications.

Check below for example workflows using Follow Up Boss and Square, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Follow Up Boss + Square workflows

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Automatically create customer in Square for each person added in Follow Up Boss

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Create person automatically in Follow Up Boss for each booking added in Square

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Update customer automatically in Square for each appointment added in Follow Up Boss

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Automatically update person in Follow Up Boss for each catalog entry added in Square

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Create customer group automatically in Square for each deal added in Follow Up Boss

Try it

Follow Up Boss Triggers

Appointment

edit

Appointment changed

target

Appointment first meets conditions

add

New appointment added

Deal

edit

Deal changed

target

Deal first meets conditions

add

New deal added

Person

add

New person added

edit

Person changed

target

Person first meets conditions

Square Actions

Catalog entry

Find catalog entry(ies)

Customer

group_add

Add customer to group

add

Create customer

Find customer(s)

group_remove

Remove customer from group

edit

Update customer

Customer group

add

Create customer group

Find customer group(s)

edit

Update customer group

Invoice

Find invoice(s)

Location

Find location(s)

Merchant

Find merchant(s)

Order

Find order(s)

Payment

Find payment(s)

Square Triggers

Booking

edit

Booking changed

target

Booking first meets conditions

add

New booking added

Catalog entry

edit

Catalog entry changed

target

Catalog entry first meets conditions

add

New catalog entry added

Customer

edit

Customer changed

target

Customer first meets conditions

add

New customer added

Invoice

edit

Invoice changed

target

Invoice first meets conditions

add

New invoice added

Order

add

New order added

edit

Order changed

target

Order first meets conditions

Payment

add

New payment added

edit

Payment changed

target

Payment first meets conditions

Follow Up Boss Actions

Action plan

add_box

Apply action plan to person

Find action plan(s)

Appointment

add

Create appointment

Find appointment(s)

edit

Update appointment

Appointment outcome

Find appointment outcome(s)

Appointment type

Find appointment type(s)

Call

add

Create call

Find call(s)

Deal

add

Create deal

Find deal(s)

edit

Update deal

Deal pipeline

Find deal pipeline(s)

Lead

new_label

New lead, inquiry, or website activity

Note

add

Create note

edit

Update note

Person

new_label

Add tag to person

add

Create person

Find person / people

label_off

Remove tag from person

edit

Update person

Person stage

Find person stage(s)

Task

add

Create task

Find task(s)

edit

Update task

Text message

add

Create text message

Find text messages for person

User

Find user(s)

Create your own Follow Up Boss + Square integration

Select a trigger in Follow Up Boss

Select an action in Square

Create your workflow

Or automate Square + Follow Up Boss

Select a trigger in Square

Select an action in Follow Up Boss

Create your workflow

Connect Follow Up Boss to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Square to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Follow Up Boss to Square with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Follow Up Boss or Square to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Follow Up Boss and Square to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Follow Up Boss to Square?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Follow Up Boss and Square—give it a try and let us know what you think.

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Screenshot showing how to test a step in an automated workflow in Relay.app

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