What do you want to automate

with Square and PandaDoc?

Prompt, edit and deploy AI agents that connect to Square, PandaDoc and 2,500+ other apps in seconds.

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Create Customer with Square API on Document Creation Failed (Instant) from PandaDoc API
PandaDoc + Square
 
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Create Customer with Square API on Document Deleted (Instant) from PandaDoc API
PandaDoc + Square
 
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Create Customer with Square API on Document State Changed (Instant) from PandaDoc API
PandaDoc + Square
 
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Create Customer with Square API on Document Updated (Instant) from PandaDoc API
PandaDoc + Square
 
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Create Customer with Square API on Recipient Completed (Instant) from PandaDoc API
PandaDoc + Square
 
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Catalog Item Updated from the Square API

Emit new event every time a catalog item is updated. See the docs

 
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New Booking Created from the Square API

Emit new event for every new booking created. See the docs

 
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New Customer Created from the Square API

Emit new event for every new customer created. See the docs

 
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Document Creation Failed (Instant) from the PandaDoc API

Emit new event when a document failed to be created. See the documentation here

 
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New Invoice Created from the Square API

Emit new event for every new invoice created. See the docs

 
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Create Document Attachment with the PandaDoc API

Adds an attachment to a document. See the documentation here

 
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Create Customer with the Square API

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

 
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Create Document From File with the PandaDoc API

Create a document from a file or public file URL. See the documentation here

 
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Create Invoice with the Square API

Creates a draft invoice for an order. You must send (publish) the invoice before Square can process it. See the documentation

 
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Create Document From Template with the PandaDoc API

Create a Document from a PandaDoc Template. See the documentation here

 
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Integrate the Square API with the PandaDoc API
Setup the Square API trigger to run a workflow which integrates with the PandaDoc API. Pipedream's integration platform allows you to integrate Square and PandaDoc remarkably fast. Free for developers.

Overview of Square

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.

Connect Square

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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}`,
      },
    })
  },
})

Overview of PandaDoc

The PandaDoc API opens up a realm of possibilities for automating document workflows, creating a seamless bridge between document management and various business processes. With it, you can programmatically create, send, and track documents, streamline electronic signatures, and manage templates, among others. Integrations through Pipedream can harness these capabilities, enabling you to trigger actions in PandaDoc based on events from other apps, or vice versa.

Connect PandaDoc

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pandadoc: {
      type: "app",
      app: "pandadoc",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.pandadoc.com/public/v1/members/current/`,
      headers: {
        Authorization: `Bearer ${this.pandadoc.$auth.oauth_access_token}`,
      },
    })
  },
})

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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo