Connect Spotio and Square

Both apps 37Spotio 15Square 22

• Trigger
  Activity Created

  Triggers when a new activity (such as a visit, call or note) is logged in SPOTIO.

• Trigger
  Activity Created or Updated

  Triggers when an activity in SPOTIO is logged or changed.

• Trigger
  Document Added to Record

  Triggers when a document is added to a chosen SPOTIO record.

• Trigger
  Record Created

  Triggers when a new record (pin/lead) is created in SPOTIO.

• Trigger
  Record Created or Updated

  Triggers when a SPOTIO record is created or updated.

• Trigger
  Record Stage Changed

  Triggers when a SPOTIO record moves to a different stage.

• Action
  Create Activity

  Logs a new activity (such as a visit, call or event) on a SPOTIO record.

• Action
  Create Activity Note

  Adds a note to a SPOTIO record.

• Action
  Create Appointment

  Schedules an appointment on a SPOTIO record.

• Action
  Create Record

  Creates a new SPOTIO record (pin/lead) with its stage, owner, address and custom field values.

• Action
  Enroll Contact to Autoplay

  Enrolls a SPOTIO record's contacts into an autoplay sequence.

• Action
  Search Activity by ActivityId

  Returns one SPOTIO activity by its ID, including the record it belongs to.

• Action
  Search Record

  Searches SPOTIO records by any text (name, address, phone, email or field value) and returns the matches.

• Action
  Update Activity

  Updates an existing SPOTIO activity's title, notes, date, result or done state.

• Action
  Update Record

  Updates one value on an existing SPOTIO record, such as its stage, owner or a custom field.

• 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.