Connect Square to Payaca

Both apps 36Square 22Payaca 14

• 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.

• Action
  Add invoice

  Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent.

• Action
  Add payment

  Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled.

• Action
  Add project note

  Adds one or more notes to a Payaca project and returns the notes that were created.

• Action
  Add proposal

  Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals.

• Action
  Get customer

  Returns a customer by id, including their contacts, addresses, custom field values and tags.

• Action
  Get invoice

  Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found.

• Action
  Get project

  Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments.

• Action
  Get scheduled event

  Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found.

• Action
  List customers

  Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number.

• Action
  List pipelines

  Returns all pipelines in the Payaca account, including each pipeline's stages in order.

• Action
  List projects

  Returns the projects in the Payaca account, optionally only those belonging to one customer.

• Action
  Mark proposal as accepted

  Marks a proposal that was already sent to the customer as accepted and returns the updated proposal.

• Action
  Update project

  Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated.

• Action
  Update scheduled event

  Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event.

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