Automate Keap & Square

Stop paying for mismatched spreadsheets. Sync data between Keap and Square in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Keap"]
        T1(["Get Affiliates"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Square"]
        A1(["Add Customer to Group"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Keap and Square operate independently, sales teams often face significant delays in processing payments. For instance, when a customer makes a purchase, the transaction data, including customer name, email, and payment amount, may not automatically sync to Keap. As a result, sales representatives manually enter this information into Keap, which not only consumes valuable time but also increases the risk of data entry errors. This manual process can lead to discrepancies in customer records, causing confusion and frustration for both the sales team and customers.

Top Ways to Automate Keap & Square

Automated Customer Onboarding: Seamlessly transfer new customer information from Square to Keap, ensuring that every lead is promptly followed up with personalized communication, enhancing customer satisfaction and retention.
Streamlined Payment Tracking: Automatically sync payment data from Square into Keap, allowing for real-time updates on customer transactions and reducing discrepancies in financial reporting.
Integrated Marketing Campaigns: Utilize customer purchase history from Square to segment your audience in Keap, enabling targeted marketing campaigns that drive higher engagement and conversion rates.

How to Build the Keap → Square Sync

Set up a webhook in Keap to listen for the 'New Payment' event. This can be done in the Keap admin interface under 'Integrations' > 'Webhooks'.
Configure the webhook to send a POST request to your server endpoint, for example, 'https://yourserver.com/keap-webhook'. Ensure the payload includes necessary fields such as 'customerId', 'amount', and 'transactionDate'.
On your server, create an endpoint that processes the incoming webhook data. Extract the 'customerId', 'amount', and 'transactionDate' from the payload.
Use the Square API to insert the payment data. Make a POST request to 'https://connect.squareup.com/v2/payments' with the extracted data. The request body should include 'amount', 'currency', 'source_id', and 'customer_id' from the Keap webhook payload.
Verify the response from Square to ensure the payment was processed successfully. Log any errors for troubleshooting.

Developer Warnings & API Gotchas

Ensure that the 'customerId' from Keap matches the 'customer_id' in Square; mismatches can cause failed payment entries.
Be cautious with the 'amount' field; Square expects the amount in cents, while Keap may provide it in dollars, requiring conversion before sending the API request.
Check the webhook payload structure; any changes in the Keap webhook format could lead to missing data fields, resulting in incomplete payment records in Square.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Keap... Get Affiliates

Do this in Square Add Customer to Group
When this happens in Keap... Get Companies

Do this in Square Change Inventory
When this happens in Keap... Get Contact

Do this in Square Create Appointment
When this happens in Keap... Get Custom Fields

Do this in Square Create Customer
When this happens in Keap... Get Tags

Do this in Square Create Invoice

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I can see you're looking at mapping Keap to Square. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?