How to get started with Square on Zapier

Square and Zapier connect to automate your work. You can trigger actions when new payments or customers are added and create invoices or orders.

Prerequisites

To use the Square app on Zapier, you must have:

To create an app connection to Square on Zapier:

Your Square account is now successfully connected to Zapier.

Triggers

Searches

Find Customer - Finds a customer based on email, phone number, or reference ID.
Find Service - Finds a service.
Find Customer - Find a customer. Optionally, create one if none are found.
Find Customer by ID - Finds a customer based on their unique Square ID.
Find Order - Finds an order based on customer, fulfillment status, or order state.
Find Order - Find an order. Optionally, create one if none are found.

Actions

Add Customer to Group - Adds a customer to a group.
Change Inventory - Adjusts an inventory or changes its physical count.
Create Invoice - Creates a new draft invoice for an order.
Refund Payment - Refunds a completed payment.
Send Invoice - Sends an existing draft invoice.
API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Create Appointment - Creates a new appointment.
Create Customer - Creates a customer.
Create Paid Order - Creates an externally paid and completed order.
Remove Customer From Group - Removes a customer from a group.
Update Customer - Updates a customer.
Find Order by ID - This action retrieves the details of a specific order from Square using the order ID.

Rate limiting restrictions apply.Square APIs enforce rate limits that can cause 429 "Too Many Requests" errors when making high-volume API calls through Zapier. Applications must implement exponential backoff retry mechanisms to handle these limitations.