Create Customer with Square API on New Member Created from Memberstack API

Pipedream makes it easy to connect APIs for Square, Memberstack and 2,500+ other apps remarkably fast.

Trigger workflow on

New Member Created from the Memberstack API

Next, do this

Create Customer with the Square API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Memberstack trigger and Square action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Member Created trigger
1. Connect your Memberstack account
2. Configure timer
Configure the Create Customer action
1. Connect your Square account
2. Optional- Configure Given Name
3. Optional- Configure Family Name
4. Optional- Configure Company Name
5. Optional- Configure Email Address
6. Optional- Configure Phone Number
7. Optional- Configure Reference ID
8. Optional- Configure Note
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Member Created on Memberstack

Description:Emit new event when a new member is created. [See the docs](https://memberstack.notion.site/Admin-API-5b9233507d734091bd6ed604fb893bb8)

Version:0.0.1

Key:memberstack-new-member-created

View on GitHub

Memberstack Overview#

Memberstack offers a powerful API for managing user memberships, payments, and gated content on websites. The API allows for deep customization and automation of membership-related tasks, which can be leveraged to enhance user experiences, streamline operations, and connect with other tools. Using Pipedream, these capabilities can be harnessed through serverless workflows. This flexibility enables developers to build intricate automations that react to events in Memberstack or to trigger actions in Memberstack based on events from other apps and services.

Trigger Code#

import memberstack from "../../memberstack.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "memberstack-new-member-created",
  name: "New Member Created",
  description: "Emit new event when a new member is created. [See the docs](https://memberstack.notion.site/Admin-API-5b9233507d734091bd6ed604fb893bb8)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    memberstack,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  hooks: {
    async deploy() {
      const members = await this.memberstack.paginate(this.memberstack.listMembers, {
        order: "ASC",
      });
      if (!(members?.length > 1)) {
        return;
      }
      this._setLastId(members[members.length - 1].id);
      members.slice(-25).reverse()
        .forEach((member) => this.emitEvent(member));
    },
  },
  methods: {
    _getLastId() {
      return this.db.get("lastId");
    },
    _setLastId(lastId) {
      this.db.set("lastId", lastId);
    },
    emitEvent(member) {
      const meta = this.generateMeta(member);
      this.$emit(member, meta);
    },
    generateMeta(member) {
      return {
        id: member.id,
        summary: `New member with ID ${member.id}`,
        ts: Date.parse(member.createdAt),
      };
    },
  },
  async run() {
    const params = {
      order: "ASC",
    };
    const lastId = this._getLastId();
    if (lastId) {
      params.after = lastId;
    }

    const members = await this.memberstack.paginate(this.memberstack.listMembers, params);
    if (!(members?.length > 1)) {
      return;
    }
    members.reverse().forEach((member) => this.emitEvent(member));
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Memberstack	`memberstack`	`app`	This component uses the Memberstack app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

Memberstack uses API keys for authentication. When you connect your Memberstack account, Pipedream securely stores the keys so you can easily authenticate to Memberstack APIs in both code and no-code steps.

To connect your Memberstack account to Pipedream,

Sign in to your Memberstack Dashboard
Click "Dev Tools" from the left side panel
Copy the "Secret Key" and paste it below.

*Note that test mode (sandbox) secret keys have the prefix sk_sb_ and live mode secret keys have the prefix sk_live_.

About Memberstack#

User login & payments for modern websites

Action#

Create Customer on Square

Description:Creates a new customer for a business. Must provide at least one of the following: Given Name, Family Name, Company Name, Email Address, or Phone Number. [See the docs](https://developer.squareup.com/reference/square/customers-api/create-customer).

Version:0.0.3

Key:square-create-customer

View on GitHub

Square Overview#

The Square API opens up a realm of possibilities for merchants to effortlessly manage their sales, inventory, customers, and payments. With Pipedream, you can automate actions based on events in Square, such as new transactions, updated orders, or customer profile changes. Craft custom workflows that react in real-time, sync data across platforms, or streamline reporting. Through Pipedream's serverless platform, you can connect Square with countless other apps without writing extensive code, turning manual tasks into automated, efficient processes.

Action Code#

import square from "../../square.app.mjs";

export default {
  key: "square-create-customer",
  name: "Create Customer",
  description: `Creates a new customer for a business. Must provide at least one of the following:
    Given Name, Family Name, Company Name, Email Address, or Phone Number. [See the docs](https://developer.squareup.com/reference/square/customers-api/create-customer).`,
  type: "action",
  version: "0.0.3",
  props: {
    square,
    givenName: {
      type: "string",
      label: "Given Name",
      description: "The first name associated with the customer profile",
      optional: true,
    },
    familyName: {
      type: "string",
      label: "Family Name",
      description: "The last name associated with the customer profile",
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "A business name associated with the customer profile",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email Address",
      description: "The email address associated with the customer profile",
      optional: true,
    },
    phoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "Must be a valid phone number and can contain 9-16 digits, with an optional + prefix and country code",
      optional: true,
    },
    referenceId: {
      propDefinition: [
        square,
        "referenceId",
      ],
    },
    note: {
      type: "string",
      label: "Note",
      description: "A custom note associated with the customer profile",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.square.createCustomer({
      $,
      generateIdempotencyKey: true,
      data: {
        given_name: this.givenName,
        family_name: this.familyName,
        company_name: this.companyName,
        email_address: this.email,
        phone_number: this.phoneNumber,
        reference_id: this.referenceId,
        note: this.note,
      },
    });
    $.export("$summary", "Successfully created customer");
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Square	`square`	`app`	This component uses the Square app.
Given Name	`givenName`	`string`	The first name associated with the customer profile
Family Name	`familyName`	`string`	The last name associated with the customer profile
Company Name	`companyName`	`string`	A business name associated with the customer profile
Email Address	`email`	`string`	The email address associated with the customer profile
Phone Number	`phoneNumber`	`string`	Must be a valid phone number and can contain 9-16 digits, with an optional + prefix and country code
Reference ID	`referenceId`	`string`	An optional second ID used to associate the customer profile with an entity in another system
Note	`note`	`string`	A custom note associated with the customer profile

Action Authentication#

Square uses OAuth authentication. When you connect your Square account, Pipedream will open a popup window where you can sign into Square and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Square API.

Pipedream requests the following authorization scopes when you connect your account:

CUSTOMERS_READCUSTOMERS_WRITEPAYMENTS_READPAYMENTS_WRITEORDERS_READORDERS_WRITESUBSCRIPTIONS_READSUBSCRIPTIONS_WRITEITEMS_READITEMS_WRITEINVOICES_READINVOICES_WRITELOYALTY_READLOYALTY_WRITEEMPLOYEES_READEMPLOYEES_WRITEMERCHANT_PROFILE_READBANK_ACCOUNTS_READSETTLEMENTS_READDEVELOPER_APPLICATION_WEBHOOKS_WRITEAPPOINTMENTS_ALL_READAPPOINTMENTS_READ

Create Customer with Square API on New Member Created from Memberstack API

Pipedream makes it easy to connect APIs for Square, Memberstack and 2,500+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

To connect your Memberstack account to Pipedream,

1-24of2,500+apps by most popular

1
-
24
of
2,500+
apps by most popular