What do you want to automate with Square?
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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.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
square: {
type: "app",
app: "square",
}
},
async run({steps, $}) {
return await axios($, {
method: "post",
url: `https://connect.squareup.com/oauth2/token/status`,
headers: {
Authorization: `Bearer ${this.square.$auth.oauth_access_token}`,
},
})
},
})
Example Use Cases#
Sales Data Syncing: Automatically sync new sales data from Square to a Google Sheet. Each time a sale occurs, Pipedream captures the transaction details and appends them to a designated Google Sheet, offering real-time sales tracking and simplified accounting.
Customer Relationship Management: Enhance customer engagement by linking Square customer creation to a CRM like Salesforce. Whenever a new customer profile is added in Square, Pipedream triggers a workflow that adds or updates the customer's details in Salesforce, ensuring your CRM always has the latest information.
Inventory Level Alerts: Create an inventory alert system by leveraging Square's inventory tracking. When inventory levels for a product fall below a certain threshold, Pipedream sends a notification through Slack or email, prompting immediate restocking actions to avoid potential sales losses.
Popular Square Triggers#
Popular Square Actions#
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
Creates a draft invoice for an order. You must send (publish) the invoice before Square can process it. See the documentation
Creates a new order that can include information about products for purchase. See docs here
Authentication#
Name Slug: squareSquare 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- authorization
GEThttps://connect.squareup.com/oauth2/authorize?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}} - accessToken
POSThttps://connect.squareup.com/oauth2/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}} - refreshToken
POSThttps://connect.squareup.com/oauth2/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}
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