Connect Square to SignRequest

Both apps 34Square 22SignRequest 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
  Add document

  Creates a document in SignRequest from a file link, uploaded file content or a template, ready to be sent out for signature.

• Action
  Add document attachment

  Attaches a file to an existing SignRequest document, from a public link or from the file's contents.

• Action
  Cancel SignRequest

  Cancels a SignRequest that is still pending, so its signers can no longer sign the document.

• Action
  Delete document

  Deletes a document from your SignRequest team.

• Action
  Get document

  Returns a single SignRequest document by its ID, including its status, signers, and temporary links to the original and signed PDFs.

• Action
  Get SignRequest

  Returns a SignRequest by its ID, including its signers and their signing status, the email subject and message, and the linked document.

• Action
  List documents

  Returns the documents in your SignRequest team, optionally filtered by status, external ID, sender, owner or date.

• Action
  List SignRequests

  Returns the signature requests in your SignRequest team, optionally filtered by sender email or by who signs.

• Action
  List templates

  Returns the templates available to your SignRequest team, with each template's name, ID and signer setup.

• Action
  Resend SignRequest

  Resends the signature request email to the signers of an existing SignRequest who have not yet signed.

• Action
  Send SignRequest

  Sends an existing SignRequest document out for signature to one or more signers, and returns the new SignRequest.

• Action
  Send SignRequest From Template

  Creates a document from one of your SignRequest templates and sends it to the signers you choose in a single step. Returns the new SignRequest with its signers and document.

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