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 Pipedrive to Square with Relay.app?

Create a free Relay.app account Set a trigger in Pipedrive or Square to kick off new workflow runs Add one or more actions to run in your workflow Authorize Pipedrive and Square to connect to Relay.app 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 Make.com alternative for connecting Pipedrive to Square?

Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Pipedrive to Square that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business. For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives. Of course we're biased, but we believe Relay.app is the best way to connect and automate Pipedrive and Square—give it a try and let us know what you think.

Integrationsarrow_forwardPipedrive Integrationsarrow_forward

Pipedrive + Square Integrations

Connect for free

On this page

Connect Pipedrive to Square
Example screenshots
Example workflows
Triggers and actions
Pipedrive + your other apps
Square + your other apps
Related blog posts
FAQ

Pipedrive + Square integrations

Pipedrive > Square

Trigger

Last triggered

Deal stage changed

Create customer

Overview

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

Check below for example workflows using Pipedrive 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

Screenshots of Pipedrive and Square integrations in Relay.app

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

Preview of Use any of these Pipedrive actions in your Relay.app workflows

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

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

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

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

Example Pipedrive + Square workflows

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Automatically create customer in Square for each deal stage changed in Pipedrive

Try it

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Add activity to deal automatically in Pipedrive for each booking added in Square

Try it

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Update customer automatically in Square for each deal closed in Pipedrive

Try it

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Automatically add activity to lead in Pipedrive for each catalog entry added in Square

Try it

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Create customer group automatically in Square for each deal won in Pipedrive

Try it

Pipedrive Triggers

Activity

add

Activity added

Deal

edit

Deal changed

payments

Deal closed

target

Deal first meets conditions

payments

Deal lost

conversion_path

Deal stage changed

payments

Deal won

add

New deal added

Lead

add

Lead added

Organization

add

New organization added

edit

Organization changed

target

Organization first meets conditions

Person

add

New person added

edit

Person changed

target

Person first meets conditions

Product

add

New product added

edit

Product changed

target

Product first meets conditions

Project

add

Project added

conversion_path

Project phase changed

task_alt

Project status changed

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

Pipedrive Actions

Activity

add

Add activity

edit

Update activity

Deal

add

Add activity to deal

add

Add deal

person_add

Add follower to deal

person_add

Add participiant

add

Add product

attach_file

Attach deal to project

content_copy

Duplicate deal

Find deal(s)

edit

Update deal

schedule

Wait until deal stage reached

Lead

web_stories

Add activity to lead

person_add

Add lead for organization

person_add

Add lead for person

Create your own Pipedrive + Square integration

Select a trigger in Pipedrive

Select an action in Square

Create your workflow

Or automate Square + Pipedrive

Select a trigger in Square

Select an action in Pipedrive

Create your workflow

Connect Pipedrive 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)

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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 Pipedrive to Square with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Pipedrive or Square to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Pipedrive 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 Make.com alternative for connecting Pipedrive to Square?
link
Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Pipedrive to Square that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Pipedrive and Square—give it a try and let us know what you think.

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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