[ E-commerce ]
Square integration for your workflows.
Connect Square to Collabase once and use 28 actions and 5 triggers in your workflows. No code needed, hosted in Switzerland.
Square in Collabase
Connect Square to Collabase once and use 28 actions and 5 triggers in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Payment solutions for every business
How to connect it
- Open the integrations in the workspace settings.
- Choose Square and connect your account.
- Add a trigger or an action to the workflow.
Square triggers
| Name | Description | Fields |
|---|---|---|
| New OrderInstant via the app | Triggered when a new order is created |
|
| Order UpdatedInstant via the app | Triggered when an order is updated |
|
| New CustomerInstant via the app | Triggered when a customer is created | 0 |
| Customer UpdatedInstant via the app | Triggered when a customer is updated | 0 |
| New PaymentInstant via the app | Triggered when a new payment is created |
|
Square actions
| Name | Description | Fields |
|---|---|---|
| Get Business Profile | Gets the connected Square business: name, country, currency and main location. | 0 |
| List Locations | Lists the business locations (stores) of the Square account. |
|
| List Team Members | Lists staff members of the Square account. Needs a connection created or reconnected with piece version 1.0.0 or later. |
|
| Create Customer | Adds a customer profile to the Square Customer Directory. |
+ 10
|
| Find Customers | Searches customers by email, phone, reference ID or creation date. |
+ 2
|
| Get Customer | Gets a customer profile. |
|
| Update Customer | Changes fields on a customer profile. Empty fields keep their current value. |
+ 11
|
| Delete Customer | Permanently deletes a customer profile. |
|
| Search Catalog Items | Finds products and services in the Square catalog by name, category or location. |
|
| Get Catalog Item | Gets a catalog item with its variations and prices. |
|
| Create Catalog Item | Adds a product or service with one price to the Square catalog. |
+ 2
|
| Update Item Price | Changes the price, SKU or name of an item variation. |
|
| Delete Catalog Item | Permanently deletes a catalog item (with all its variations) or a single variation. |
|
| Get Inventory Count | Gets the stock count of an item variation. Needs a connection created or reconnected with piece version 1.0.0 or later. |
|
| Adjust Inventory | Adds or removes stock for an item variation. Needs a connection created or reconnected with piece version 1.0.0 or later. |
|
| Set Inventory Count | Sets the in-stock count of an item variation after a stock take. Needs a connection created or reconnected with piece version 1.0.0 or later. |
|
| Create Order | Creates an open order (no payment is taken). |
|
| Get Order | Gets an order with its line items and totals. |
|
| Search Orders | Finds orders by location, state, customer and creation date, newest first. |
+ 1
|
| Complete or Cancel Order | Marks an open order as completed or canceled. |
|
| Get Payment | Gets a payment with its amount, status and card summary. |
|
| List Payments | Lists payments in a time range, newest first. |
|
| Record Cash or External Payment | Records money you received outside Square (cash, check, bank transfer, another app). Never charges a card. Needs a connection created or reconnected with piece version 1.0.0 or later. |
+ 5
|
| Refund Payment | Refunds all or part of a payment. Card refunds send real money back to the buyer and cannot be undone. Needs a connection created or reconnected with piece version 1.0.0 or later. |
|
| Get Refund | Gets a refund and its status. |
|
| List Refunds | Lists refunds in a time range, newest first. |
|
| Create Payment Link | Creates a Square checkout link for a fixed amount that you can send to a buyer. Needs a connection created or reconnected with piece version 1.0.0 or later. |
+ 2
|
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
[ E-commerce ]
Related integrations
Tools that often share a workflow.
Questions about Square
What can I automate with Square in Collabase?
Square brings 28 actions and 5 triggers, for example Get Business Profile, List Locations, List Team Members, Create Customer and 24 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Square to Collabase?
You open the integrations in the workspace settings, choose Square and connect your account once, using OAuth 2.0. After that all triggers and actions are available in the workflow.
Can Square start a workflow?
Yes. Square provides 5 triggers, for example New Order, Order Updated, New Customer and 2 more. The workflow runs as soon as the event happens.
Does the Square integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.
