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with Square and Pipeline?
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Popular Square and Pipeline Triggers#
Popular Square and Pipeline Actions#
Creates a new activity associated with an existing person, company, or deal. See the docs here
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 new company in your Pipeline account. See the docs here
Creates a draft invoice for an order. You must send (publish) the invoice before Square can process it. See the documentation
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#
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 Pipeline#
The Pipeline API on Pipedream enables you to design robust automations that streamline your sales and engagement processes. By leveraging this API, you can programmatically manage your sales pipeline, track email interactions, and book meetings automatically. Create triggers based on email events, update deals based on customer actions, or sync your sales data with other platforms for deeper analysis. With Pipedream's serverless architecture, you can create workflows that respond in real-time, ensuring your sales team has the freshest information at their fingertips.
Connect Pipeline#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipeline: {
type: "app",
app: "pipeline",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.pipelinecrm.com/api/v3/admin/users`,
params: {
api_key: `${this.pipeline.$auth.api_key}`,
},
})
},
})
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