Square integration
Connect Square so new invoices, orders, and bookings reach the right person on your team, and Joy can create and send Square invoices when someone asks.
What Joymore does
If your brokerage takes payments or bookings through Square, your team already manages customers, invoices, and orders there. Joymore connects to Square so new activity reaches the people who act on it, while Square keeps handling payments.
Once Square is connected, Joymore automations can react to Square events, like a new invoice or a new booking, and run Square actions, like creating and sending an invoice. Joy can also work in Square when someone on your team asks her to.
What you can do
- Track new invoices. When a new invoice is created in Square, an automation can notify the teammate who tracks billing.
- Route new bookings. When a new booking is created in Square, an automation can let the right person on your team know.
- Create and send an invoice. An automation or Joy can create a Square invoice and send it when someone on your team asks.
- Add a customer. Joy can create a customer in Square when someone on your team asks her to.
Available once connected
What automations can use in Square.
Events Joymore can react to
- Catalog Item Updated
- New Booking Created
- New Customer Created
- New Invoice Created
- New Order Created
Actions Joymore can run
- Create Customer
- Create Invoice
- Create Order
- List Location Options
- List Webhook Event Types Options
- Send Invoice
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
Square and Joymore questions
How do I connect Square to Joymore?
Sign in to Joymore, open Settings, and connect your Square account. You can connect it for your whole brokerage or for a single user.
Does Joymore process Square payments?
No. Square handles your payments. Joymore automations react to Square events and run the Square actions you set up.
Does Joymore handle trust or escrow funds through Square?
No. Joymore is not an accounting ledger. It connects to your accounting tools and does not replace your trust, escrow, or commission accounting.
