Square

Square Integration

Orders, invoices, customers, inventory, catalog

Payments 11 actions OAuth 2.0 (sign in to authorise)

Start automating Square

What you can automate with Square

Drag any of these 11 actions into a process — no code, no API wrangling.

Create Customer

Create a new customer

Create Invoice

Create a new invoice

Create Order

Create a new order

Create Payment

Create a new payment

Get Payment

Get payment details by ID

List Catalog

List catalog objects

List Customers

List all customers

List Invoices

List invoices for a location

List Orders

Search orders

List Payments

List all payments

Search Catalog

Search catalog objects

How the Square connection works

1. Authenticate

Square uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.

2. Build the process

Drop Square steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.

Because Square has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.

Other Payments connectors

Automate Square in 7 days

We build one working Square automation in your business inside a week, at a fixed price.