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Integrate Zendesk with Square

Appy Pie Connect allows you to automate multiple workflows between Zendesk and Square

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About Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

About Square

Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.

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Best ways to Integrate Zendesk + Square

  • Zendesk Integration Square Integration

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    Create Customer to SquareUp from New User in Zendesk Read More...
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  • Zendesk Integration Square Integration

    Zendesk + Square

    Create Order to SquareUp from New User in Zendesk Read More...
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  • Zendesk Integration Square Integration

    Zendesk + Square

    Create Customer to SquareUp from New Group in Zendesk Read More...
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    When this happens...
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  • Zendesk Integration Square Integration

    Zendesk + Square

    Create Order to SquareUp from New Group in Zendesk Read More...
    Close
    When this happens...
    Zendesk Integration New Group
     
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    Square Integration Create Order
  • Zendesk Integration Square Integration

    Zendesk + Square

    Create Customer to SquareUp from New Organization in Zendesk Read More...
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    When this happens...
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  • Zendesk Integration {{item.actionAppName}} Integration

    Zendesk + {{item.actionAppName}}

    {{item.message}} Read More...
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    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Zendesk + Square in easier way

It's easy to connect Zendesk + Square without coding knowledge. Start creating your own business flow.

    Triggers
  • New Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

  • New Appointment

    Triggers when a new appointment is created.

  • New Customer

    Triggers when a new customeer occurred.

  • New Order

    Triggers when a new order is created.

  • New Paid Invoice

    Triggers when a invoice is paid is created

  • New Transaction

    Triggers when a new transaction is processed.

    Actions
  • Create Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zendesk & Square Integrations Work

  1. Step 1: Choose Zendesk as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Square as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zendesk to Square.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zendesk and Square

Zendesk is a customer service software top for companies that need help with their customer service. It helps them keep track of their customers’ support tickets and activity, such as who is contacting them and how customers are responding to their help. The company was founded in Copenhagen, Denmark in 2007 by Mikkel Svane and Bo Brügger. In 2009, the company moved its headquarters to San Francisco, California.

Square is an online payment processing system for small businesses. Square offers a credit card reader to attach to smartphones and tablets to accept payments from customers by card. Square was founded in 2009 by Jack Dorsey (Twitter co-founder), Jim McKelvey and Twitter software engineer Jim Biznasty.

In 2010, Zendesk acquired Talkdesk, a European customer support application for $8 million in stock. With the acquisition, Zendesk CEO Mikkel Svane stated that Talkdesk would be used to improve Zendesk’s international presence.

In 2012, Zendesk integrated with Square so that Square users can view their Zendesk ticket history. This integration allows for Square users to see their past customer service interactions within one simple view. Zendesk uses this information to provide better service to its customers.

From the beginning of Zendesk, it was clear that the company wanted to grow to be a global company. Its goal was to help customers all over the world with their customer service. So when Square came along, it was the perfect match for Zendesk because Square helps small business accepts credit card payments through smartphones and tablets. These two companies grew into each other over time and have become inseparable because they both support small businesses by providing them with technpogy to manage their customers and transactions. Now that Zendesk and Square have partnered up, they are able to provide even better customer service than they could do before.

Zendesk is already known for its great customer service, but with the integration of Square, it can be even better. By integrating Square into Zendesk, Zendesk can now easily send data on transactions being made through credit cards to its clients using Square. Which means that the clients will now be able to get transaction data in one place on the same screen, which had never been done before. This will allow these clients to better manage their finances and have more insight into their business activities. Also, because Square is integrated into Zendesk, its customers can use Square’s new feature called “Card Case” which allows customers to see their entire history of transactions in one place so they can easily review past charges and make adjustments if anything looks out of order.

One benefit of integrating Square into Zendesk is that it allows for easier communication between Zendesk and Square about potential issues they may be having with each other’s systems or services. For example, if a customer complains about a charge through Square on their account, then the support team at Zendesk can contact Square’s support team about the issue. Doing so allows for faster response times to customer issues and more efficient management of customer issues in general.

As mentioned earlier, another benefit of integrating Square into Zendesk is that it gives both organizations access to valuable user data. This data includes the history of transactions made through credit cards on Square or through any other payment services integrated with Zendesk’s platform. This data can then be used by both companies for research purposes but also for marketing purposes as well. For example, if there is a new demographic of customer coming in through Square, both companies could use this information to change how they market themselves to these customers or maybe even create new products based on this information as well. Another way this data could be used is for product development purposes as well. If a lot of people from some particular area are using Square, then perhaps they need a feature on Square that serves their community, which could be developed by either or both companies.

Zendesk has been an essential part of many small business’s operations since its founding in 2007, but with recent integration with Square, it has become much more powerful than ever before. Now that Square has been integrated into Zendesk, businesses can get a better understanding of their finances and customer activity in general because all of this information can be viewed in one place. This integration is useful for businesses because it makes it easy for them to keep track and manage their financial information as well as their interactions with customers through email or phone calls. With this integration, businesses also save money because Zendesk and Square offer lower rates and fees since they are both partnered together. As a result of all these benefits, businesses are now able to better manage their money, save time on paperwork, improve relations with customers and reach out to more customers than ever before. Not only does this integration help businesses improve their customer relations but it also helps Zendesk improve its own customer relations services as well. By integrating with Square, Zendeskin has made itself even more useful by making it easier for its clients to communicate with them when there is a problem or when something goes wrong with the system and they want to fix it right away. Overall, this integration will greatly help both parties by improving their services and performance overall while giving them access to each other’s user data for further research and development purposes as well as marketing purposes as well.

The process to integrate Zendesk and Square may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.