Connect Square and Teamleader Focus

Both apps 43Square 20Teamleader Focus 23

• 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
  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.

• Trigger
  Deal Accepted

  Triggers when a deal is accepted.

• Trigger
  Invoice Paid

  Fires when a payment is registered on a Teamleader Focus invoice (vendor event invoice.paymentRegistered).

• Trigger
  New Company

  Triggers when a new Company is added.

• Trigger
  New Contact

  Triggers when a new contact is added.

• Trigger
  New Deal

  Triggers when a new deal is created.

• Action
  Add invoice

  Drafts a new invoice in Teamleader Focus.

• Action
  Add quotation

  Creates a quotation on a Teamleader Focus deal.

• Action
  Add task

  Create a task.

• Action
  Book Invoice

  Books a draft Teamleader Focus invoice, giving it an invoice number and making it outstanding.

• Action
  Create Company

  Creates a new company.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Deal

  Creates a new deal.

• Action
  Find Company

  Returns up to 100 companies that match the specified search term, email, VAT number, tags or other criteria.

• Action
  Get company

  Get details for a single company in Teamleader Focus.

• Action
  Get contact

  Get a contact by id.

• Action
  Get deal

  Get details for a single deal.

• Action
  Get Invoice

  Returns one Teamleader Focus invoice with its customer, lines, totals and status.

• Action
  Get Task

  Returns one Teamleader Focus task with its title, description, due date, work type and assignee.

• Action
  Link Contact to Company

  Links an existing contact to an existing company, optionally setting the contact's position and whether they are a decision maker there.

• Action
  Update company

  Update an existing company in Teamleader Focus. Only the fields you fill in are changed.

• Action
  Update contact

  Update a contact.

• Action
  Update deal

  Update a deal.

• Action
  Win deal

  Marks a Teamleader Focus deal as won.

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