Create Customer with Square API on Weekly schedule from Schedule API

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Trigger workflow on

Weekly schedule from the Schedule API

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Create Customer with the Square API

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Getting Started#

This integration creates a workflow with a Schedule 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 Weekly schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
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#

Weekly schedule on Schedule

Description:Trigger your workflow on one or more days each week at a specific time (with timezone support).

Version:0.0.1

Key:schedule-weekly

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code#

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

export default {
  name: "Weekly schedule",
  version: "0.0.1",
  key: "schedule-weekly",
  type: "source",
  description: "Trigger your workflow on one or more days each week at a specific time (with timezone support).",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 10 * * 1",
      },
    },
  },
};

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

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

About Square#

Solutions & Tools to Grow Your Business

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Popular Triggers#

Custom Interval from the Schedule API

Trigger your workflow every N hours, minutes or seconds.

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Daily schedule from the Schedule API

Trigger your workflow every day.

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Monthly Schedule from the Schedule API

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Weekly schedule from the Schedule API

Trigger your workflow on one or more days each week at a specific time (with timezone support).

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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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Popular Actions#

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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 Order with the Square API

Creates a new order that can include information about products for purchase. See docs here.

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Send Invoice with the Square API

Publishes the latest version of a specified invoice. See the docs.

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