Available via Zapier & Make
Connect Youform with Square
Connect Youform with Square through Zapier to automatically create customers, invoices, or catalog items from form submissions. When clients fill out service request forms, order forms, or booking forms, their information flows into Square for invoicing and payment processing. Simplify your workflow from form to payment.
How to connect Youform with Square
Create your form in Youform
Build your form using Youform's drag-and-drop editor. Add any fields you need — text, email, file uploads, and more.
Connect to Square via Zapier
In Zapier, create a new Zap with Youform as the trigger. Select 'Square' as the action app and map your form fields to Square.
Automate your workflow
Every time someone submits your Youform, the data automatically flows into Square. No manual work needed.
What you can do with Youform + Square
Customer record creation
Automatically create customer profiles in Square when someone fills out a contact or service request form, with name, email, phone, and notes populated.
Invoice generation from forms
Collect service details and customer information through a Youform and create a Square invoice automatically for the client to pay online.
Appointment booking with billing
Combine appointment booking forms with Square customer creation so you have billing records ready when it's time to charge for the service.
Custom order management
Accept custom orders through a form and create corresponding customer and transaction records in Square to track fulfillment and payments.
Powered by Zapier & Make
This integration connects Youform to Square through Zapier or Make (formerly Integromat). Youform's Zapier integration is available on the free plan, giving you access to 6,000+ apps without any extra cost.
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Frequently Asked Questions
Yes. You can map form fields like customer name, service description, and amount to create Square invoices. Invoices can be sent to customers for online payment through Square.
Customer records created via this integration appear in your Square dashboard and POS system. However, the Zapier integration is best suited for online workflows, not in-person transactions.
Yes. If your form includes a field for the service amount or tip, you can map those values to the appropriate Square invoice fields for accurate billing.
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