Connect Nimbata and Square

Both apps 33Nimbata 11Square 22

• Trigger
  New form submission

  Triggers when a new form submission is received in a Nimbata project.

• Action
  Add tag

  Creates a new tag in a tag category of a Nimbata project, ready to be applied to calls and form submissions.

• Action
  Add tags to call

  Adds one or more tags to a call and keeps the tags it already has. Returns the call's full list of tag IDs after the change.

• Action
  Get call

  Returns an inbound call's details, including its attribution, call-flow information and custom field values.

• Action
  Get lead

  Returns one lead with its phone numbers, emails, and first and last interaction details. If the lead was merged into another, returns the surviving lead.

• Action
  Get tracking number

  Returns one tracking number from a project, looked up by its ID or phone number, including its status, line type, country, call flow and tracking source.

• Action
  List calls

  Returns the inbound and outbound calls of a project, newest first, optionally narrowed by date range, caller, tracking number, outcome or campaign.

• Action
  List form submissions

  Returns the form submissions recorded in a Nimbata project, optionally narrowed by form, date range, attribution, device, tag or value.

• Action
  List leads

  Returns the identified leads in a Nimbata project, most recent interaction first, optionally narrowed to one phone number or email address.

• Action
  List SMS messages

  Returns a project's SMS messages, newest first, optionally filtered by date range, direction, status or phone number.

• Action
  List tracking numbers

  Returns the tracking numbers in a Nimbata project, optionally narrowed by a name or phone number search.

• Trigger
  New order

  Triggered when a new order is created at the specified location.

• Trigger
  New or updated customer

  Triggered when a customer is created or updated.

• Trigger
  New payment

  Triggered when a new payment is received.

• Action
  Add catalog object

  Creates a catalog object (item, variation, category, tax, discount, modifier list and more) in the Square catalog.

• Action
  Add order

  Creates a new Square order at a location, with optional line items, taxes, discounts, service charges and a fulfillment.

• Action
  Add payment

  Creates a payment: charges a card or payment token, or records a cash or external payment the seller received outside Square.

• Action
  Add refund

  Refund a payment.

• Action
  Cancel payment

  Cancels (voids) a Square payment that is still in the APPROVED status, i.e. a delayed-capture payment that has not been completed.

• Action
  Create customer

  Creates a new customer profile.

• Action
  Delete catalog object

  Deletes a Square catalog object by ID, along with any objects that depend on it (for example an item's variations).

• Action
  Delete customer

  Deletes a customer profile by ID.

• Action
  Find catalog object

  Retrieves a catalog object (item, variation, etc.) by ID.

• Action
  Find customer

  Returns customer details for the specified customer ID.

• Action
  Find order

  Retrieves an order by ID.

• Action
  Find payment

  Retrieves a payment by ID.

• Action
  List locations

  Lists all business locations for the connected Square account.

• Action
  List payments

  Lists payments for the connected merchant, newest first.

• Action
  Search catalog objects

  Searches catalog objects by type (ITEM, CATEGORY, etc.).

• Action
  Search customers

  Searches customer profiles by email, phone, or reference ID.

• Action
  Search orders

  Searches orders for the specified location(s).

• Action
  Update customer

  Updates an existing customer profile.

• Action
  Update order

  Updates an open Square order by adding or replacing fields, or clearing them. Completed or canceled orders cannot be updated.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.