Connect Square to Trestle

Both apps 27Square 20Trestle 7

• 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.

• Action
  Address Validation

  Validates and USPS-normalizes a US street address and returns its validity, normalized components, ZIP+4 and latitude/longitude.

• Action
  Identify caller

  Looks up a phone number and returns its validity, line type and carrier, plus the top-ranked owner and that owner's current address.

• Action
  Phone Validation

  Validates a phone number and provides phone metadata, such as carrier name, line type (landline, mobile, non-fixed VoIP, etc.), is the phone prepaid, etc.

• Action
  Real Contact

  Verifies and grades a lead's contact information across name, phone, email, address and IP address, returning A–F contact grades, phone activity score, name-match results and IP trust signals.

• Action
  Reverse Address

  Validates a US street address and returns everyone currently living at it, with demographics, historical addresses and associated people for each resident.

• Action
  Reverse Phone

  Validates a phone number and returns all potential owners with demographics, current addresses, alternate phones and emails.

• Action
  Smart CNAM

  Validates a phone number and returns the top person or business name associated with it (caller name lookup).

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