Square

Triggers0

Things that can wake up your Square coworker.

No triggers published for Square yet — but you can still run it on a schedule or from a chat.

Actions20

Things your coworker can do in Square.

• Create Bulk Customers

  Tool to create multiple customer profiles in a single request. Use when you need to efficiently create up to 100 customers at once. Each customer is identified by a unique idempotency key.

  SQUARE_CREATE_BULK_CUSTOMERS
• Create Customer

  Tool to create a new customer profile in Square. Use when you need to add a customer to the Square account. At least one of given_name, family_name, company_name, email_address, or phone_number is required.

  SQUARE_CREATE_CUSTOMER
• Create Location

  Tool to create a new business location in a Square account. Use when you need to add a new physical or mobile location for the merchant.

  SQUARE_CREATE_LOCATION
• Bulk Delete Customers

  Tool to bulk delete customer profiles from Square. Use when you need to delete multiple customer profiles at once (1-100 customers per request). Each successful deletion returns an empty object; failed deletions include error details. Note that delete events trigger separate webhook notifications per customer.

  SQUARE_DELETE_CUSTOMERS_BULK
• Get Current Merchant

  Tool to retrieve merchant information associated with the access token using Square's GraphQL API. Use when you need to obtain the merchant ID required for other GraphQL queries, or to get merchant details like business name, status, currency, and main location.

  SQUARE_GET_CURRENT_MERCHANT
• Get Merchant

  Tool to retrieve detailed information about a specific Square merchant by ID. Use when you need to fetch merchant profile data including business name, country, currency, and main location ID. Use 'me' as the merchant_id to retrieve the currently authenticated merchant.

  SQUARE_GET_MERCHANT
• List Channels

  Tool to list requested channels from Square. Use when you need to retrieve channel information for a specific reference type, reference ID, or status.

  SQUARE_LIST_CHANNELS
• List Customer Groups

  Tool to retrieve the list of customer groups of a business. Use when you need to discover customer group IDs or list all customer groups for segmentation and targeting purposes.

  SQUARE_LIST_CUSTOMER_GROUPS
• List Customers

  Tool to retrieve customer profiles associated with a Square account. Use when you need to list customers for CRM, reporting, or customer management purposes. Only returns profiles with public information (given_name, family_name, company_name, email_address, or phone_number).

  SQUARE_LIST_CUSTOMERS
• List Customer Segments

  Tool to retrieve the list of customer segments of a business. Use when you need to discover customer segment IDs for targeting or filtering customer groups in Square.

  SQUARE_LIST_CUSTOMER_SEGMENTS
• List Locations

  Tool to retrieve all business locations from a Square account. Use when you need to discover available location IDs for other Square API calls that require location_id parameter (like listing invoices or payments).

  SQUARE_LIST_LOCATIONS
• List Merchants

  Tool to retrieve merchant account information associated with the access token. Use when you need to get merchant profile details including business name, country, currency, and main location ID.

  SQUARE_LIST_MERCHANTS
• List Payments

  Tool to list payments by location and time range to enable reconciliation and net sales reporting from Square POS. Use when you need to retrieve payment records for reporting, analytics, or reconciliation purposes.

  SQUARE_LIST_PAYMENTS
• Retrieve Bulk Customers

  Tool to retrieve multiple customer profiles in a single request. Use when you need to efficiently fetch up to 100 customer profiles by their IDs.

  SQUARE_RETRIEVE_BULK_CUSTOMERS
• Retrieve Customer

  Tool to retrieve detailed information about a specific Square customer by ID. Use when you need to fetch customer profile data including contact information, preferences, and group memberships.

  SQUARE_RETRIEVE_CUSTOMER
• Retrieve Location

  Tool to retrieve detailed information about a specific Square location by ID. Use when you need to get complete details about a specific location, including address, business hours, contact information, and capabilities.

  SQUARE_RETRIEVE_LOCATION
• Search Customers

  Tool to search customer profiles in Square Customer Directory. Use when you need to find customers by email, phone, creation date, or other filters. Returns paginated results with optional total count.

  SQUARE_SEARCH_CUSTOMERS
• Search Orders

  Tool to search orders across one or more Square locations with filters. Use when you need to find orders within a date range, by state, by customer, or other criteria. This is the primary way Square exposes 'list orders for a date range' functionality.

  SQUARE_SEARCH_ORDERS
• Update Customer

  Tool to update an existing Square customer profile. Use when you need to modify customer details like name, email, address, or phone number. Supports sparse updates: only include fields you want to change, null values will remove fields. Include the version field for optimistic concurrency control.

  SQUARE_UPDATE_CUSTOMER
• Bulk Update Customers

  Tool to update multiple customer profiles in a single batch operation. Use when you need to efficiently update 1-100 customer profiles at once. Each update request includes the customer ID as a key and the customer data to update as the value. Only modified fields need to be provided, and fields can be removed by setting them to null. Requires version number for optimistic concurrency control.

  SQUARE_UPDATE_CUSTOMERS_BULK