Create Customer Custom Attribute Definition
SQUARE_CREATE_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITIONDefine custom data fields for your customer profiles to capture information specific to your business beyond standard contact details.
Square
96 actions for Square workflows.
Operations are the actions a workflow can take in Square, grouped by category. Each lists its method, parameters, and a template you can drop it into.
Manage custom metadata fields across merchants, locations, and customers to extend Square's data model for your business needs. Use these operations when you need to store additional information beyond standard fields, such as loyalty tiers, custom identifiers, or business-specific classifications.
Create Customer Custom Attribute Definition
SQUARE_CREATE_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITIONDefine custom data fields for your customer profiles to capture information specific to your business beyond standard contact details.
Create Location Custom Attribute Definition
SQUARE_CREATE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITIONDefine custom fields for your Square locations to track business-specific information beyond standard location data, enabling you to organize and categorize your physical or virtual business locations according to your unique needs.
Delete Customer Custom Attribute
SQUARE_DELETE_CUSTOMER_CUSTOM_ATTRIBUTERemoves custom data fields from a customer's profile in Square, allowing you to clean up or remove information that's no longer needed for that customer.
Delete Customer Custom Attribute Definition
SQUARE_DELETE_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITIONRemoves a custom attribute definition from your customer records, allowing you to clean up data fields that are no longer relevant to your business.
Delete Location Custom Attribute
SQUARE_DELETE_LOCATION_CUSTOM_ATTRIBUTERemove custom data fields from a business location when you no longer need to track that information. This helps keep your location profile clean and organized.
Delete Location Custom Attribute Definition
SQUARE_DELETE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITIONRemoves a custom attribute definition from your locations, preventing it from being used on future location records. Use this when you need to clean up outdated or incorrectly configured location attributes.
Delete Locations Custom Attributes (Batch)
SQUARE_DELETE_LOCATIONS_CUSTOM_ATTRIBUTES_BATCHRemove custom metadata fields from multiple business locations simultaneously, streamlining the process of cleaning up or standardizing location information across your Square account.
Delete Merchant Custom Attribute
SQUARE_DELETE_MERCHANT_CUSTOM_ATTRIBUTERemove custom metadata or fields from your merchant profile when you no longer need to track that information. This helps keep your merchant data clean and organized.
Delete Merchant Custom Attribute Definition
SQUARE_DELETE_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITIONRemoves a custom attribute definition from your Square account, preventing it from being used on merchant profiles. Use this when you need to clean up outdated or incorrectly configured custom attributes.
Delete Merchants Custom Attributes (Batch)
SQUARE_DELETE_MERCHANTS_CUSTOM_ATTRIBUTES_BATCHRemove custom metadata fields from multiple merchant profiles at once, streamlining bulk updates to your merchant database. This is useful when cleaning up outdated information or standardizing merchant records across your business.
Get Customer Custom Attribute
SQUARE_GET_CUSTOMER_CUSTOM_ATTRIBUTERetrieves custom data stored on a customer's profile in Square, such as preferences, loyalty tier, or external reference IDs that you've previously saved.
Get Customer Custom Attribute Definition
SQUARE_GET_CUSTOMERS_CUSTOM_ATTRIBUTE_DEFINITIONSRetrieve the schema and metadata for a custom customer attribute you've created in Square, such as viewing its data type, required status, or visibility settings. This helps you understand how customer data fields are structured in your Square account.
List Customer Custom Attribute Definitions
SQUARE_LIST_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITIONSRetrieve all custom attribute definitions available for your customer profiles in Square, allowing you to see what additional data fields you can store for each customer. This helps you understand what customer information you're already set up to track.
List Customer Custom Attribute Definitions (GraphQL)
SQUARE_LIST_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITIONS_GRAPH_QLRetrieve all custom attributes you've set up for customer profiles in Square, including their names, types, and visibility settings. Use this to understand what customer data fields are available for your business.
List Customer Custom Attributes
SQUARE_LIST_CUSTOMER_CUSTOM_ATTRIBUTESRetrieve all custom data fields stored on a customer's profile, including metadata about what each field represents. This helps you access personalized customer information you've added beyond Square's standard fields.
List Location Custom Attribute Definitions
SQUARE_LIST_LOCATION_CUSTOM_ATTRIBUTE_DEFINITIONSRetrieves all custom attributes you've created for your business locations in Square, helping you understand what additional information you can track for each location.
Access booking configuration and profile information for appointment-based businesses. Retrieve your business booking settings to understand availability rules and service parameters when integrating scheduling workflows.
Get Business Booking Profile
SQUARE_GET_BUSINESS_BOOKING_PROFILERetrieve your Square booking profile settings to view your cancellation policies, booking configuration, and whether bookings are enabled for your business.
Store and manage card tokens for customers in your Square system. Use this operation to create tokenized card records that enable secure, recurring payments without exposing card data.
Create Card
SQUARE_CREATE_CARDSecurely store a customer's payment card for future transactions without requiring them to re-enter card details each time. This enables faster checkout experiences and recurring payments while keeping sensitive card information safe.
Identify and retrieve the sales channels connected to your Square account, such as online stores, physical locations, or third-party marketplaces. Use these operations to route orders and data appropriately based on their sales origin.
List Channels
SQUARE_LIST_CHANNELSRetrieve a list of your sales channels from Square to see all the platforms and locations where you're selling products or services. This helps you manage and track sales across multiple storefronts, marketplaces, or physical locations.
Configure and retrieve online checkout settings for your locations. Adjust checkout experience parameters to optimize your customer's purchasing journey across different store locations.
Get Online Checkout Location Settings
SQUARE_GET_ONLINE_CHECKOUT_LOCATION_SETTINGSRetrieves the checkout configuration settings for a specific location, including customer messaging, policies, branding, and tipping preferences to help you understand how your online store is currently set up.
Build and maintain your customer database with operations to create, search, update, and organize customer records. Use these tools to segment customers by groups, sync customer data across systems, and personalize their experience through stored attributes.
Create Bulk Customers
SQUARE_CREATE_BULK_CUSTOMERSAdd multiple customer profiles to your Square account in a single operation, making it easy to onboard groups of customers at once. This is ideal when you need to set up dozens of customer records efficiently without making individual requests.
Create Customer
SQUARE_CREATE_CUSTOMERAdds a new customer to your Square account with their contact information so you can track purchases, build customer lists, and manage relationships. This creates a permanent customer record you can reference for future transactions and communications.
List Customers
SQUARE_LIST_CUSTOMERSRetrieve all customer profiles from your Square account to access contact information and customer details for business operations. Use this when you need to analyze your customer base, sync data with other tools, or perform outreach campaigns.
Add Group to Customer
SQUARE_ADD_GROUP_TO_CUSTOMERAssign a customer to a specific group in your Square account to organize customers for targeted marketing campaigns, loyalty programs, or service-based segmentation.
Bulk Delete Customers
SQUARE_DELETE_CUSTOMERS_BULKRemove multiple customer profiles from your Square account in a single operation, allowing you to clean up your customer database or remove inactive accounts efficiently.
Create Customer Group
SQUARE_CREATE_CUSTOMER_GROUPOrganize your customers into groups based on shared characteristics or preferences, enabling you to run targeted marketing campaigns and manage customer relationships more effectively.
Delete Customer
SQUARE_DELETE_CUSTOMERPermanently remove a customer profile from your Square account when you no longer need to maintain their record. This ensures your customer database stays clean and up-to-date.
Delete Customer Group
SQUARE_DELETE_CUSTOMER_GROUPPermanently remove a customer group from your Square account when you no longer need to organize customers by that category. This helps keep your customer management system clean and up-to-date.
Get Customers via GraphQL
SQUARE_GET_CUSTOMERS_GRAPHQLRetrieve customer profiles from your Square Customer Directory to access names, contact details, and profile information for your business. Use this to build customer lists, verify customer data, or integrate customer information with other business tools.
List Customer Groups
SQUARE_LIST_CUSTOMER_GROUPSRetrieve all customer groups in your Square account to view and manage how you've organized your customer base for marketing and business purposes.
List Customer Segments
SQUARE_LIST_CUSTOMER_SEGMENTSRetrieve all customer segments you've created in Square to identify and organize your customer groups. This helps you understand how your customers are categorized for targeted marketing and personalized business decisions.
Handle payment disputes and chargebacks by retrieving dispute details, submitting evidence, and accepting resolutions. Access this category when you need to defend against or respond to contested transactions through Square's dispute management system.
Accept Dispute
SQUARE_ACCEPT_DISPUTESettle a payment dispute by accepting liability and returning the disputed amount to the customer's account. Use this when you've determined the dispute claim is valid or when contesting it is not worth the effort.
Create Dispute Evidence File
SQUARE_CREATE_DISPUTE_EVIDENCE_FILEUpload supporting documents like receipts, invoices, or images to strengthen your dispute case when a customer challenges a transaction. This helps you provide evidence to Square's dispute team to resolve the claim in your favor.
Create Dispute Evidence Text
SQUARE_CREATE_DISPUTE_EVIDENCE_TEXTSubmit text-based evidence to support your case in a payment dispute, such as communication records or explanations of the transaction issue. This helps Square review your dispute claim before you formally submit it.
Delete Dispute Evidence
SQUARE_DELETE_DISPUTE_EVIDENCERemove a piece of evidence from a dispute before it's submitted to the bank, allowing you to correct mistakes or update your documentation. This is useful when you need to clean up your dispute filing or replace evidence with better supporting materials.
Get Dispute Evidence
SQUARE_GET_DISPUTE_EVIDENCERetrieve metadata and details about evidence files you've uploaded to support a dispute case, including upload timestamps and file information. This helps you verify that your supporting documentation was successfully submitted before finalizing your dispute response.
List Dispute Evidence
SQUARE_LIST_DISPUTE_EVIDENCERetrieve all evidence files and documents you've submitted to support your response to a payment dispute, helping you track what you've provided to Square for review.
Create, manage, and send billing documents to customers for goods or services. Use invoices for deferred payment scenarios, subscription billing, or custom quotes where you want Square to handle payment collection and reminders.
Create Invoice Attachment
SQUARE_CREATE_INVOICE_ATTACHMENTAttach supporting documents like receipts, contracts, or agreements to a Square invoice to provide context and documentation for your client. This helps keep all invoice-related materials organized in one place for easy reference and record-keeping.
Cancel Invoice
SQUARE_CANCEL_INVOICECancels an active Square invoice to stop payment collection and mark the associated order as canceled. Use this when you need to void an invoice that's been sent to a customer but payment is no longer needed.
Delete Invoice
SQUARE_DELETE_INVOICERemove draft invoices from your Square account that are no longer needed or were created by mistake. This helps you keep your invoice records clean and organized.
Delete Invoice Attachment
SQUARE_DELETE_INVOICE_ATTACHMENTRemove an attached file from a Square invoice to keep your invoice records clean and organized. Use this when you've uploaded the wrong document or no longer need a specific attachment linked to a customer's invoice.
Get Invoice
SQUARE_GET_INVOICERetrieve detailed information about a specific invoice including payment status, recipient details, and custom fields to view or verify invoice specifics.
List Invoices
SQUARE_LIST_INVOICESRetrieve all invoices for your Square location to view payment history, outstanding balances, and customer billing records in one place.
Retrieve and manage the physical or virtual locations within your Square account. Access location details when you need to organize inventory, payments, and customers by store, office, or service area.
Create Location
SQUARE_CREATE_LOCATIONAdd a new business location to your Square account for managing sales across multiple physical stores, pop-up shops, or mobile operations. This lets you track inventory, payments, and customer data separately for each location.
List Locations
SQUARE_LIST_LOCATIONSRetrieve all business locations associated with your Square account to identify location IDs needed for other Square operations. This helps you understand your business structure and find the correct location context for transactions and reports.
Access information about your merchant account and connected business entities. Query these endpoints to retrieve account details, verify merchant status, or manage multi-merchant scenarios.
Get Current Merchant
SQUARE_GET_CURRENT_MERCHANTRetrieves your merchant account information from Square, including your business name, status, currency, and main location details. Use this to access your merchant ID and verify your account settings.
Get Merchant
SQUARE_GET_MERCHANTRetrieves detailed information about a Square merchant account, including business name, location, and currency settings. Use this to access your merchant profile data or verify account details programmatically.
Create and manage sales orders with line items, discounts, and totals. Use these operations to build custom ordering workflows, search historical orders, and update order status and details.
Calculate Order
SQUARE_CALCULATE_ORDERPreview the total cost, taxes, and discounts for an order before finalizing the sale, helping you show accurate pricing to customers without committing to the transaction.
Query and manage payment transactions, including retrieving payment details, canceling failed transactions, and accessing payment links. Monitor payment activity and reconcile transactions within your automation workflows.
Cancel Payment
SQUARE_CANCEL_PAYMENTVoids an authorized payment before it's captured, allowing you to reverse transactions that haven't been finalized yet. This is essential for managing payment authorizations and preventing unwanted charges.
Configure real-time event notifications for your Square integration by managing webhook subscriptions and endpoints. Set up webhooks to react instantly to payment completions, customer updates, and order changes without polling.
Delete Webhook Subscription
SQUARE_DELETE_WEBHOOK_SUBSCRIPTIONRemoves a webhook subscription so your application stops receiving event notifications from Square. Use this when you no longer need to monitor specific Square events.
Batch Upsert Customer Custom Attributes
SQUARE_UPSERT_CUSTOMER_CUSTOM_ATTRIBUTES_BATCHTool to create or update custom attributes for multiple customers in a single batch request.
Batch Upsert Locations Custom Attributes
SQUARE_UPSERT_LOCATIONS_CUSTOM_ATTRIBUTES_BATCHTool to create or update custom attributes for multiple locations in a single batch request.
Batch Upsert Merchants Custom Attributes
SQUARE_UPSERT_MERCHANTS_CUSTOM_ATTRIBUTES_BATCHTool to create or update custom attributes for multiple merchants in a single batch request.
Bulk Retrieve Channels
SQUARE_RETRIEVE_CHANNELS_BULKTool to bulk retrieve multiple Square channels by their IDs in a single request.
Bulk Update Customers
SQUARE_UPDATE_CUSTOMERS_BULKTool to update multiple customer profiles in a single batch operation.
List Locations Custom Attributes
SQUARE_LIST_LOCATIONS_CUSTOM_ATTRIBUTESTool to list custom attributes for a specific location in Square.
List Merchant Custom Attribute Definitions
SQUARE_LIST_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITIONSTool to list merchant-related custom attribute definitions from Square.
List Merchants
SQUARE_LIST_MERCHANTSTool to retrieve merchant account information associated with the access token.
List Merchants Custom Attributes
SQUARE_LIST_MERCHANTS_CUSTOM_ATTRIBUTESTool to list custom attributes for a specific merchant in Square.
List Payments
SQUARE_LIST_PAYMENTSTool to list payments by location and time range to enable reconciliation and net sales reporting from Square POS.
List Webhook Event Types
SQUARE_LIST_WEBHOOK_EVENT_TYPESTool to list available webhook event types.
List Webhook Subscriptions
SQUARE_LIST_WEBHOOK_SUBSCRIPTIONSList all webhook subscriptions owned by your application.
Remove Group From Customer
SQUARE_REMOVE_GROUP_FROM_CUSTOMERRemoves a customer from a customer group.
Retrieve Bulk Customers
SQUARE_RETRIEVE_BULK_CUSTOMERSTool to retrieve multiple customer profiles in a single request.
Retrieve Channel
SQUARE_RETRIEVE_CHANNELRetrieve a Square channel by its ID.
Retrieve Customer
SQUARE_RETRIEVE_CUSTOMERTool to retrieve detailed information about a specific Square customer by ID.
Retrieve Customer Group
SQUARE_RETRIEVE_CUSTOMER_GROUPTool to retrieve a specific Square customer group by ID.
Retrieve Customer Segment
SQUARE_RETRIEVE_CUSTOMER_SEGMENTTool to retrieve a specific customer segment by its ID.
Retrieve Dispute
SQUARE_RETRIEVE_DISPUTETool to retrieve a Square dispute by ID.
Retrieve Location
SQUARE_RETRIEVE_LOCATIONTool to retrieve detailed information about a specific Square location by ID.
Retrieve Location Custom Attribute
SQUARE_RETRIEVE_LOCATION_CUSTOM_ATTRIBUTERetrieves a custom attribute associated with a location in Square.
Retrieve Location Custom Attribute Definition
SQUARE_RETRIEVE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITIONTool to retrieve a location-related custom attribute definition.
Retrieve Merchant Custom Attribute
SQUARE_RETRIEVE_MERCHANT_CUSTOM_ATTRIBUTERetrieves a custom attribute associated with a merchant in Square.
Retrieve Merchant Custom Attribute Definition
SQUARE_RETRIEVE_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITIONTool to retrieve a merchant-related custom attribute definition from Square.
Retrieve Merchants
SQUARE_RETRIEVE_MERCHANTSTool to retrieve merchant information including status, main location details, and capabilities using Square's GraphQL API.
Retrieve Order
SQUARE_RETRIEVE_ORDERRetrieves detailed information about a specific Square order by its ID.
Retrieve Payment Link
SQUARE_RETRIEVE_PAYMENT_LINKRetrieves a Square-hosted payment link by ID.
Retrieve Token Status
SQUARE_RETRIEVE_TOKEN_STATUSTool to retrieve information about an OAuth access token or personal access token.
Retrieve Webhook Subscription
SQUARE_RETRIEVE_WEBHOOK_SUBSCRIPTIONRetrieve a Square webhook subscription by its ID.
Search Customers
SQUARE_SEARCH_CUSTOMERSTool to search customer profiles in Square Customer Directory.
Search Orders
SQUARE_SEARCH_ORDERSTool to search orders across one or more Square locations with filters.
Submit Dispute Evidence
SQUARE_SUBMIT_DISPUTE_EVIDENCESubmits evidence for a dispute to the cardholder's bank.
Test Webhook Subscription
SQUARE_TEST_WEBHOOK_SUBSCRIPTIONTests a webhook subscription by sending a test event to the configured notification URL.
Update Customer
SQUARE_UPDATE_CUSTOMERTool to update an existing Square customer profile.
Update Customer Custom Attribute Definition
SQUARE_UPDATE_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITIONTool to update a customer-related custom attribute definition in Square.
Update Customer Group
SQUARE_UPDATE_CUSTOMER_GROUPTool to update a customer group's information by its ID.
Update Location
SQUARE_UPDATE_LOCATIONTool to update an existing business location in a Square account.
Update Location Custom Attribute Definition
SQUARE_UPDATE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITIONTool to update a location-related custom attribute definition in Square.
Update Merchant Custom Attribute Definition
SQUARE_UPDATE_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITIONTool to update a merchant-related custom attribute definition in Square.
Update Online Checkout Location Settings
SQUARE_UPDATE_ONLINE_CHECKOUT_LOCATION_SETTINGSTool to update location-level settings for Square online checkout.
Update Order
SQUARE_UPDATE_ORDERUpdates an existing Square order by adding, modifying, or removing fields.
Update Webhook Subscription
SQUARE_UPDATE_WEBHOOK_SUBSCRIPTIONTool to update a Square webhook subscription.
Update Webhook Subscription Signature Key
SQUARE_UPDATE_WEBHOOK_SUBSCRIPTION_SIGNATURE_KEYTool to rotate the signature key for a webhook subscription.
Upsert Customer Custom Attribute
SQUARE_UPSERT_CUSTOMER_CUSTOM_ATTRIBUTETool to create or update a custom attribute for a customer profile.
Upsert Location Custom Attribute
SQUARE_UPSERT_LOCATION_CUSTOM_ATTRIBUTETool to create or update a custom attribute for a location.
Upsert Merchant Custom Attribute
SQUARE_UPSERT_MERCHANT_CUSTOM_ATTRIBUTETool to create or update a custom attribute for a merchant profile.
Drop a trigger and an action into a template; approve from your phone; the workflow runs.