Connect PPM Express and Square

Both apps 38PPM Express 16Square 22

• Trigger
  Idea Created

  Triggers when a Idea is created.

• Trigger
  Key Date Created

  Triggers when a Key Date is created.

• Trigger
  Key Date Updated

  Triggers when a Key Date is updated.

• Trigger
  Project Created

  Triggers when a Project is created.

• Trigger
  Project Updated

  Triggers when a Project is updated.

• Trigger
  Task Created

  Triggers when a Task is created.

• Trigger
  Task Deleted

  Triggers when a Task is deleted.

• Trigger
  Task Updated

  Triggers when a Task is updated.

• Action
  Create Idea

  Creates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields.

• Action
  Create Project

  Creates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio.

• Action
  Create Project Key Date

  Creates a key date (milestone) on a PPM Express project and returns the new key date.

• Action
  Create Project Task

  Creates a task in a PPM Express project with the field values you supply.

• Action
  Delete Project Task

  Deletes a task from a PPM Express project.

• Action
  Update Project

  Updates the fields of an existing project, including custom fields, and returns the updated project.

• Action
  Update Project Key Date

  Updates the field values of an existing key date in a PPM Express project.

• Action
  Update Project Task

  Updates field values on an existing task in a PPM Express project and returns the updated task.

• 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.