Connect Square to Sociocs

Both apps 31Square 22Sociocs 9

• 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 Contact

  Adds a contact by phone number, optionally to a contact list. If the phone number already exists, the existing contact is overwritten.

• Action
  Add contact list

  Creates a new contact list in Sociocs.

• Action
  Delete contact

  Deletes a contact identified by its phone number.

• Action
  Find contacts by criteria

  Searches contacts by partial or full name or phone number and returns up to 20 matches, most relevant first.

• Action
  Get contact

  Returns a Sociocs contact looked up by phone number.

• Action
  List contact lists

  Returns all contact lists in your Sociocs account.

• Action
  List contacts

  Returns the contacts in your Sociocs account, either all contacts or those in a specific contact list.

• Action
  List team members

  Returns all the team members in your Sociocs account.

• Action
  Update contact

  Updates an existing contact's name, country dial code or custom fields, identified by phone number.

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