Integrate the Square API with the Salesforce API

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

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Popular Ways to Connect Square with Salesforce#

Add Contact to Campaign with Salesforce (REST API) API on Catalog Item Updated from Square API

Square + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Booking Created from Square API

Square + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Customer Created from Square API

Square + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Invoice Created from Square API

Square + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Order Created from Square API

Square + Salesforce

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Popular Square and Salesforce Triggers#

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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New Invoice Created from the Square API

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

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New Order Created from the Square API

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

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Popular Square and Salesforce Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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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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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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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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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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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 Salesforce#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

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