Connect Square to SalesSuite

Both apps 34Square 22SalesSuite 12

• 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
  Create Contact

  Creates a contact (for example a company) with its main contact person.

• Action
  Create Deal

  Creates a deal for an existing contact in the chosen pipeline phase.

• Action
  Create Note

  Adds a note to a contact or a deal. The note may be plain text or simple HTML.

• Action
  Create or Update Contact

  Creates a contact, or updates the existing contact whose contact person has the given email.

• Action
  Find Contact by Email

  Finds the contacts that have a contact person with the given primary email address.

• Action
  Find Contact by Id

  Returns a contact by its ID, with its main contact person and any additional contact persons.

• Action
  Find Contact by Search

  Searches contacts by matching text against contact and contact-person data, searchable properties and related notes.

• Action
  Find Deal by Id

  Returns a deal by its ID, including its contact, pipeline, phase, closing date and volume.

• Action
  Find Deals by Email

  Finds the deals linked to contacts that have a contact person with the given primary email address.

• Action
  List Pipelines

  Returns the pipelines you can read, with their phases.

• Action
  Update Contact

  Updates a contact's properties without changing its contact persons. Fields left empty are not changed.

• Action
  Update Deal

  Updates a deal's name, closing date or value, and can move it to another contact or pipeline phase. Fields left empty are not changed.

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