Automate Square & Keap

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

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Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Square"]
        T1(["Completed Payment"])
    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 ["Keap"]
        A1(["Add a Product to an Invoice"])
    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 Square and Keap operate independently, payment data from Square does not automatically populate in Keap, causing significant delays in customer follow-up. For example, when a customer makes a payment, the transaction details such as amount and customer ID are lost in transit, leading to manual data entry by the sales team. This not only wastes time but also increases the risk of human error, as sales representatives may input incorrect information, resulting in miscommunication and customer dissatisfaction.

Top Ways to Automate Square & Keap

Automated Customer Onboarding: Streamline the onboarding process by automatically transferring new customer data from Square to Keap, ensuring that every new client receives timely follow-ups and personalized communication without manual input.
Real-Time Sales Reporting: Generate accurate sales reports by syncing transaction data from Square directly into Keap, allowing for real-time insights into sales performance and customer behavior, thus enabling informed decision-making.
Targeted Marketing Campaigns: Leverage customer purchase history from Square to create targeted marketing campaigns in Keap, ensuring that your messaging resonates with specific customer segments and drives higher engagement and conversion rates.

How to Build the Square → Keap Sync

Set up a webhook in Square to listen for the 'payment.created' event. This will trigger every time a new payment is processed.
In the webhook configuration, ensure you extract relevant payload data including 'id', 'amount', 'customer_id', and 'created_at'.
Use the Keap REST API endpoint POST /contacts to create or update a contact based on the 'customer_id' received from Square.
Map the extracted data: set 'id' to 'external_id', 'amount' to 'custom_fields.amount', and 'created_at' to 'custom_fields.payment_date' in your API request.
Test the integration by processing a payment in Square and verifying that the data appears correctly in Keap.

Developer Warnings & API Gotchas

Ensure that the 'customer_id' from Square matches the 'external_id' in Keap; mismatches can lead to failed updates.
Be cautious with the data types; for example, 'amount' should be formatted as a string with two decimal places to avoid errors in Keap.
Check the payload size limits for the Keap API; if the data exceeds the limit, it may result in incomplete entries or API rejection.

Supported API Operations

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

When this happens in Square... Completed Payment

Do this in Keap Add a Product to an Invoice
When this happens in Square... Fetch Custom Actions

Do this in Keap Create Company
When this happens in Square... Item Variation

Do this in Keap Create Invoice
When this happens in Square... List Appointment Service

Do this in Keap Create Note
When this happens in Square... Locations

Do this in Keap Create Product

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