CRM & ERP systems

OkoCRM and Square integration

Q: Why is Albato the best alternative to Zapier for integrating OkoCRM and Square?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between OkoCRM and Square. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating OkoCRM and Square, Albato is the way to go!

Build smart, no-code workflows with OkoCRM and Square using triggers, actions, and AI logic—automate any process in minutes.

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no time limits on the free plan

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Efficient transaction management = lower costs

Move your historical data in just a few clicks

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Trusted by 10,000+ teams around the world

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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

Triggers and actions for Square and OkoCRM integration

In OkoCRM and Square integration triggers start workflows when something happens, while actions make changes in response.

Triggers 4

Customer created

Triggers

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Invoice created

Triggers

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Actions 25

Delete transaction by ID

Actions

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The list of tasks in the transaction

Actions

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Create customer

Actions

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Update customer

Actions

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What users say about Albato

Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

Verified user

G2 reviews

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Rida Z.

G2 reviews

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

G2 reviews

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

Keith T.

G2 reviews

How to Connect OkoCRM to Square

Create powerful OkoCRM integration with Square in just a few simple steps.

STEP 1

Connect OkoCRM to Square

Log in to Albato, select OkoCRM and Square, and follow the quick setup steps—no coding required. Integrate OkoCRM with Square with just a few clicks!

STEP 2

Build a workflow for your OkoCRM and Square integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

Trigger

Actions

STEP 3

Map your data

Pick the fields you want to transfer between OkoCRM and Square. Customize the data flow to match your process.

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the OkoCRM + Square integration and access all premium features.

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Square integration with OkoCRM

OkoCRM

Experience seamless integration and automation with OkoCRM on Albato. Effortlessly connect OkoCRM to your favorite apps, streamlining your business processes and data transfer. With available actions like updating deals and contacts, managing tasks, and creating new contacts and deals, OkoCRM enhances your company's productivity and efficiency. Automate tasks with triggers and actions, such as task completion and adding comments, to keep your workflow organized and up-to-date. Unleash the full potential of OkoCRM's integration with Albato and revolutionize your CRM experience.

Square

Enhance payment processing and customer management with Square integration via Albato, connecting you to over 1,000+ popular applications. Automate workflows triggered by customer creation, invoice generation, order processing, and payment updates. Effortlessly create, update, and retrieve customer data using Square’s API. Integrate with e-commerce platforms, accounting tools, and CRM systems to optimize financial transactions.

Learn how to connect Square to OkoCRM

4 min. read

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Frequently asked questions about OkoCRM and Square Integration

Why is Albato the best alternative to Zapier for integrating OkoCRM and Square?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between OkoCRM and Square. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating OkoCRM and Square, Albato is the way to go!

Does OkoCRM integrate with Square on the free plan?

Yes, you can integrate OkoCRM with Square using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Square and OkoCRM integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your OkoCRM Square integration at no cost.

How to connect Square to OkoCRM for scheduled syncs?

To sync Square with OkoCRM on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes OkoCRM integration with Square seamless and tailored to your specific needs.

Does OkoCRM integrate with Square in real time?

Yes, OkoCRM integrates with Square in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your OkoCRM integration with Square instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time OkoCRM and Square integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Square integration with OkoCRM, ensuring your workflows operate according to your requirements.

How to connect OkoCRM to Square?

Setting up an integration between OkoCRM and Square on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select OkoCRM and Square from the list of available apps.
Choose triggers and actions. You’ll need to define an event in OkoCRM (the trigger) that will cause an action in Square, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between OkoCRM and Square, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between OkoCRM and Square, automating your workflows and saving you time.

How to connect OkoCRM to Square to sync historical data?

To sync OkoCRM with Square and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Square integration with OkoCRM, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Square to OkoCRM for two-way synchronization?

To integrate Square with OkoCRM for two-way synchronization, Albato uses a system of triggers and actions. You can link OkoCRM to Square by setting up two separate automations. The first automation sent data from OkoCRM to Square. For instance, when a record is created or updated in OkoCRM, the automation ensures the changes are reflected in Square. The second automation works in reverse, updating OkoCRM when changes occur in Square.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Square OkoCRM integration and keeps your data consistent across both platforms.

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OkoCRM and Square integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for Square and OkoCRM integration

Customer created

Invoice created

Delete transaction by ID

The list of tasks in the transaction

Create customer

Update customer

What users say about Albato

How to Connect OkoCRM to Square

Connect OkoCRM to Square

Build a workflow for your OkoCRM and Square integration

Map your data

How does the integration with OkoCRM and Square works in Albato?

Square integration with OkoCRM

OkoCRM

Square

Learn how to connect Square to OkoCRM

How to Connect SerpAPI to Albato

Frequently asked questions about OkoCRM and Square Integration

Why is Albato the best alternative to Zapier for integrating OkoCRM and Square?

Does OkoCRM integrate with Square on the free plan?

How to connect Square to OkoCRM for scheduled syncs?

Does OkoCRM integrate with Square in real time?

How to connect OkoCRM to Square?

How to connect OkoCRM to Square to sync historical data?

How to connect Square to OkoCRM for two-way synchronization?

Build your automation for free!