Square CiviCRM

Square + CiviCRM Integrations

Put Square + CiviCRM to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Square and CiviCRM below — describe the exact one you want above and the Agent builds it on demand.

Square + CiviCRM When a participant is updated in CiviCRM, sync customer details to Square.
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 CiviCRM so sales can follow up. See details
Create sales deals for high-performing partners When a new affiliate commission is earned in Square, automatically create a deal in CiviCRM to track partner revenue expansion. See details
Execute custom store requests when CRM deals close When a deal is marked won in CiviCRM, automatically make a custom API request in Square to provision partner perks or VIP access. See details

Browse the full workflow library →

Looking to achieve something else with Square and CiviCRM?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Square and CiviCRM

Everything Square and CiviCRM can do inside a workflow — the triggers that start one and the actions that run when it fires.

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.

Triggers
New Appointment

Triggers when a new appointment is created.

New Catalog Item

Triggers when a new catalog item is created.

New Customer

Triggers when a new customer is created.

New Invoice

Triggers when a new invoice is added.

New Order

Triggers when a new order is processed.

New Payment

Triggers when a new payment is created.

Actions
Add Customer to Group

Adds a customer to a group.

Create Appointment

Creates a new appointment.

Change Inventory

Adjusts an inventory or changes its physical count.

Create Customer

Creates a customer.

Create Invoice

Creates a new draft invoice for an order.

Create Paid Order

Creates an externally paid and completed order.

CiviCRM Explore CiviCRM →

CiviCRM is an open-source constituent relationship management platform designed specifically for non-profit and civic sector organizations.

Triggers
New Contact

Triggers when a new contact is added.

Create Membership

Triggers when the membership is created.

Update Participant

Triggers when a participant is updated.

Actions
Create or Update Contact

Create a new contact or update an existing one based on the provided ID.

Create or Update Email

Add a new email on a contact or update an existing one based on the provided ID.

Assign Tag to Contacts, Activities, Etc

EntityTag - links tags to contacts, activities, etc.

Add Contact to Group

A contact can either be "Added" "Removed" or "Pending" in a group. CiviCRM only considers them to be "in" a group if their status is "Added".

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Customer Stories

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Huynh H
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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.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
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.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

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FAQ

Common questions about Square + CiviCRM

Is there a pre-built Square + CiviCRM automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Square and CiviCRM's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Square or CiviCRM connector?

No. The Agent works whether or not Square or CiviCRM 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 CiviCRM 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 CiviCRM.

Can affiliate activity in Square be tracked inside CiviCRM?

Yes, when new affiliates are approved or earn commissions in Square, customer profiles and deal history update automatically in CiviCRM.

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