Square icon

Square Integration

Payments, catalog, orders, and loyalty for in-person and online commerce. Keep Square financial workflows accurate without repetitive manual updates. Start from Watch Bookings and send the resulting data through Get Payment or Get Team Member Wage.
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  • Data Encryption
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  • Local Data Region

Supported triggers and actions for Square integration

Triggers can detect changes in Square and run actions that can create, search or modify data inside Square automatically [3] — exactly how you set them.

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    Watch BookingsTriggers when a bookings is created or updated.
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    Watch Cash Drawer Shift EventsTriggers when a cash drawer shift events is created or updated.
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    Watch ChannelsTriggers when a channels is created or updated.
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    Watch Customer GroupsTriggers when a customer groups is created or updated.
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    Watch Customer SegmentsTriggers when a customer segments is created or updated.
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    Watch EventsTriggers when a events is created or updated.
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    Watch Gift Card ActivitiesTriggers when a gift card activities is created or updated.
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    Watch Gift CardsTriggers when a gift cards is created or updated.
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    Watch JobsTriggers when a jobs is created or updated.
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    Watch LocationsTriggers when a locations is created or updated.
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    Watch Loyalty AccountsTriggers when a loyalty accounts is created or updated.
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    Watch Loyalty PromotionsTriggers when a loyalty promotions is created or updated.
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    Watch Loyalty RewardsTriggers when a loyalty rewards is created or updated.
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    Watch MerchantsTriggers when a merchants is created or updated.
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    Watch PaymentsTriggers when a payments is created or updated.
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    Watch Scheduled ShiftsTriggers when a scheduled shifts is created or updated.
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    Watch SitesTriggers when a sites is created or updated.
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    Watch Team MembersTriggers when a team members is created or updated.
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    Watch TimecardsTriggers when a timecards is created or updated.
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    Watch Transfer OrdersTriggers when a transfer orders is created or updated.

How to integrate Square in automation workflow?

3 simple steps to make your Square connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How Square connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Square app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Square supports.

The following table illustrates what fields Square integration require during authorization flow inside our workflow builder [4].

Demonstration of Square connection step inside WEXTL Workflow Builder [4].

FieldTypeHelp
Client IDRequired
text

Your application's Client ID (Application ID), from the Developer Dashboard OAuth page.

Client SecretRequired
password

Your application's OAuth Client Secret, from the Developer Dashboard OAuth page.

Connect Square to popular apps on WEXTL

Enter a name of the other app you want to sync with Square below. Click on selected app to explore integration options with Square. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Square integration

Select Watch Transfer Orders trigger from Square - this will be a starting point in your automation. Whenever event happens in Square, workflow will start [7] from Watch Transfer Orders node.

Search for Create Order Custom Attribute Definition, connect it as the next step of integration sequence. You can use filters between Watch Transfer Orders and Create Order Custom Attribute Definition, so only important data pass from Watch Transfer Orders to the next step. WEXTL gives you full control over the process of Square automation. All parts of workflow are visible on the canvas [4].

Square on WEXTL has 152 modules for building finance automations. Explore Square documentation for more.

Video slide demonstrates how Watch Transfer Orders and Create Order Custom Attribute Definition nodes are used in Square workflow.

Video slide demonstrates how Watch Transfer Orders and Create Order Custom Attribute Definition [6] nodes are used in Square workflow.

Frequently asked questions

Common questions about automating Square in your workflows.

Try Square on WEXTL®

Claim your 3-day trial to build Square integrations and access every WEXTL® feature.

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References

List of sources used to gather information about the Square integration.

  1. Square integration source code, module specs and credentials implementation.
  2. Internal Square integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Square vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Square App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation