Square

Assign a Square customer record to a named group so they automatically qualify for targeted loyalty rewards and marketing segments.

Book a Square Appointments slot for a specific service, staff member, and customer — confirming the reservation directly in your Square calendar.

Adjust stock quantities for a Square catalog item — recording receipts, removals, or counts so your inventory stays accurate across every location.

Add a new customer profile to Square with name, email, phone, and reference data so every touchpoint is centralised in your payment ecosystem.

Generate a Square invoice with line items, due date, and customer details — ready to send or schedule for delivery.

Record a completed, paid transaction in Square — capturing the customer, items, quantity, and payment method for fulfilment and reporting.

Issue a full or partial refund on a Square payment — returning funds to the customer's original tender and updating your financial records immediately.

Detach a Square customer from a specific group so they stop receiving that segment's pricing, loyalty rules, or marketing campaigns.

Deliver a Square invoice to the customer's email address, triggering the payment link and starting the due-date clock.

Write a named custom attribute value to a Square customer profile — storing any business-specific field that the standard schema doesn't cover.

Edit an existing Square customer's contact details, address, or reference fields to keep the profile in sync with your source of truth.

Retrieve the full details of a specific Square order using its unique order ID — pulling items, quantities, totals, and fulfilment status in one call.

Search Square's customer directory by name, email, or phone to return a matching profile and its purchase history.

Fetch a Square customer record by its exact customer ID — the fastest lookup when you already hold the reference from a webhook or prior step.

Look up a Square Appointments service by name to retrieve its ID, duration, and price — used to validate or pre-fill booking details in downstream steps.

Search Square orders by customer, date range, location, or status to return a filtered list of matching transactions.

Fires when a new Square Appointments booking is confirmed, delivering the service, staff, customer, and time details immediately.

Fires when a new item is added to the Square catalog, capturing the item name, price, category, and location availability.

Fires when a new customer profile is created in Square — whether from a POS transaction, appointment booking, or manual entry.

Fires when a new Square invoice is created, exposing the recipient, line items, total, and due date for downstream processing.

Fires when a new Square order is placed — at the POS, online, or via a custom integration — delivering full item and fulfilment details.

Fires when a payment is successfully collected through Square — card, cash, gift card, or any supported tender — with amount, customer, and order context.