[ E-Commerce ]
Square Integration für eure Workflows.
Verbindet Square einmal mit Collabase und nutzt 28 Aktionen und 5 Auslöser in euren Workflows. Ohne eine Zeile Code, betrieben in der Schweiz.
Square in Collabase
Verbindet Square einmal mit Collabase und nutzt 28 Aktionen und 5 Auslöser in euren Workflows. Ohne eine Zeile Code, betrieben in der Schweiz.
[ Beschreibung des Dienstes (englisch) ]
Payment solutions for every business
So verbindet ihr es
- Öffnet in den Einstellungen des Workspace die Integrationen.
- Wählt Square und verbindet euer Konto.
- Fügt im Workflow einen Auslöser oder eine Aktion hinzu.
Auslöser von Square
| Name | Beschreibung | Felder |
|---|---|---|
| New OrderSofort über die App | Triggered when a new order is created |
|
| Order UpdatedSofort über die App | Triggered when an order is updated |
|
| New CustomerSofort über die App | Triggered when a customer is created | 0 |
| Customer UpdatedSofort über die App | Triggered when a customer is updated | 0 |
| New PaymentSofort über die App | Triggered when a new payment is created |
|
Aktionen von Square
| Name | Beschreibung | Felder |
|---|---|---|
| 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 ]
Verwandte Integrationen
Werkzeuge, die häufig im selben Workflow stehen.
Fragen zu Square
Was kann ich mit Square in Collabase automatisieren?
Square bringt 28 Aktionen und 5 Auslöser mit, zum Beispiel Get Business Profile, List Locations, List Team Members, Create Customer und 24 weitere. Ihr setzt sie im Workflow ohne Code zusammen und kombiniert sie mit allen anderen Integrationen.
Wie verbinde ich Square mit Collabase?
Ihr öffnet die Integrationen in den Einstellungen des Workspace, wählt Square und verbindet euer Konto einmal, per OAuth 2.0. Danach stehen alle Auslöser und Aktionen im Workflow bereit.
Kann Square einen Workflow starten?
Ja. Square stellt 5 Auslöser bereit, zum Beispiel New Order, Order Updated, New Customer und 2 weitere. Der Workflow läuft, sobald das Ereignis eintritt.
Kostet die Square Integration extra?
Nein. Alle Integrationen sind in jeder Lizenz enthalten, in der Isolated Cloud wie im Self-Hosted-Betrieb. Es gibt keinen Modulpreis.
Prüfe es an deinen eigenen Inhalten. Ein Proof of Concept steht in wenigen Tagen.
Wir setzen eine Instanz mit deinen Inhalten auf, du prüfst sie an echten Abläufen. Im Erstgespräch klären wir Umfang, Betriebsmodell und Zeitplan.
