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Square Integration

Square is a platform that provides online payment processing for businesses and professionals. Its purpose is to help users accept and manage payments with ease. Square allows users to create and customize their payment pages, accept and manage payments, and access various features and benefits, such as AI suggestions, smart search, and integrations.

Triggers

Trigger components allow you to start an automation flow when an event happens in the app.

New Order

Triggers when a new order is created.

Actions

Action components allow you to perform operations on the app.

Create Customer

Creates a new customer for a business. See the docs for more information.

Create Invoice

The Creates a draft API allows you to create a draft invoice for an order, which can then be published and sent to the customer. See the docs for more information.

Create Order

Creates a new order that can include information about products for purchase and settings to apply to the purchase. See the docs for more information.

List Customers

List Customers. See the docs for more information.

Send Invoice

The "send-invoice" function enables the publishing of draft invoices via Square, prompting actions such as emailing the invoice to the customer or charging their card on file, subsequently updating the invoice status based on configured settings. See the docs for more information.

How to Integrate Square?

For Square integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Square.
  5. Drag and drop the Square component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Square account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!