Salesforce + Square Integrations, Built by an AI Agent
Put Salesforce + Square to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Salesforce and Square
See the kind of workflows teams build with Salesforce and Square below — describe the exact one you want above and the Agent builds it on demand.
Salesforce + Square
When a new order is placed in Square, sync order line items to Salesforce.
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Log sales activity when shoppers abandon their cart
When a customer abandons their cart in Square, automatically log an activity and create or update the contact in Salesforce so sales can follow up.
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Create sales deals for high-performing partners
When a new affiliate commission is earned in Square, automatically create a deal in Salesforce to track partner revenue expansion.
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Execute custom store requests when CRM deals close
When a deal is marked won in Salesforce, automatically make a custom API request in Square to provision partner perks or VIP access.
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Browse the full workflow library →
Looking to achieve something else with Salesforce and Square?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Salesforce and Square
Everything Salesforce and Square can do inside a workflow — the triggers that start one and the actions that run when it fires.
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
Square Explore Square →
Square is a commerce and payment processing platform that enables businesses to accept payments, run point-of-sale systems, and manage operations.
TriggersTriggers when a new appointment is created.
Triggers when a new catalog item is created.
Triggers when a new customer is created.
Triggers when a new invoice is added.
Triggers when a new order is processed.
Triggers when a new payment is created.
Adds a customer to a group.
Creates a new appointment.
Adjusts an inventory or changes its physical count.
Creates a customer.
Creates a new draft invoice for an order.
Creates an externally paid and completed order.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other eCommerce apps on Knit
Explore more eCommerce integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AbleCommerce
AbleCommerce is an e-commerce platform that allows businesses to build customized online stores and manage digital retail sales.
ablefy
ablefy is an e-commerce platform that enables businesses to market and sell digital products, courses, and memberships.
Agiliron
Agiliron is an omnichannel commerce platform that helps businesses manage inventory, orders, retail sales, and point-of-sale operations.
Amazoner Central
A merchant management web interface that enables brands and third-party merchants to sell products directly on Amazon.
AmeriCommerce
AmeriCommerce is an e-commerce platform that allows merchants to build online stores, manage product catalogs, and process digital sales.
Amilia
Amilia is an e-commerce and registration management platform built for community, recreation, and activity-focused organizations.
B2B Wave
B2B Wave is a business-to-business e-commerce software designed for wholesale distributors, manufacturers, and brands to accept digital orders.
Back in Stock
Back in Stock is an eCommerce notification tool that alerts online shoppers automatically when out-of-stock inventory becomes available again.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Salesforce + Square
Is there a pre-built Salesforce + Square automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Salesforce and Square's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Salesforce or Square connector?
No. The Agent works whether or not Salesforce or Square already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Square to Salesforce support sales teams?
It lets your team follow up on high-value interactions from Square, such as abandoned carts or new affiliate approvals, by updating lead records in Salesforce.
Can affiliate activity in Square be tracked inside Salesforce?
Yes, when new affiliates are approved or earn commissions in Square, customer profiles and deal history update automatically in Salesforce.