
Square Integration
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:
- Log in to your Monkedo account.
- Navigate to the Automation section and click on "Create Automation."
- In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
- Select Actions or Triggers, then use the search bar to find Square.
- Drag and drop the Square component into the editor area.
- Click on the component to view its settings in the right-hand panel.
- 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!