Sign inStart your trial

Square

Reference

96 actions for Square workflows.

01. Operations

Act on Square from a workflow

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.

Attributes

16 operations

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.

Action

Create Customer Custom Attribute Definition

SQUARE_CREATE_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITION

Define custom data fields for your customer profiles to capture information specific to your business beyond standard contact details.

2 input
Action

Create Location Custom Attribute Definition

SQUARE_CREATE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITION

Define 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.

2 input
Action

Delete Customer Custom Attribute

SQUARE_DELETE_CUSTOMER_CUSTOM_ATTRIBUTE

Removes 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.

2 input
Action

Delete Customer Custom Attribute Definition

SQUARE_DELETE_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITION

Removes a custom attribute definition from your customer records, allowing you to clean up data fields that are no longer relevant to your business.

1 input
Action

Delete Location Custom Attribute

SQUARE_DELETE_LOCATION_CUSTOM_ATTRIBUTE

Remove 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.

2 input
Action

Delete Location Custom Attribute Definition

SQUARE_DELETE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITION

Removes 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 Use this when you need to clean up outdated or incorrectly configured location attributes.

1 input
Action

Delete Locations Custom Attributes (Batch)

SQUARE_DELETE_LOCATIONS_CUSTOM_ATTRIBUTES_BATCH

Remove custom metadata fields from multiple business locations simultaneously, streamlining the process of cleaning up or standardizing location information across your Square account.

1 input
Action

Delete Merchant Custom Attribute

SQUARE_DELETE_MERCHANT_CUSTOM_ATTRIBUTE

Remove 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.

2 input
Action

Delete Merchant Custom Attribute Definition

SQUARE_DELETE_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITION

Removes 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.

1 input
Action

Delete Merchants Custom Attributes (Batch)

SQUARE_DELETE_MERCHANTS_CUSTOM_ATTRIBUTES_BATCH

Remove 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.

1 input
Action

Get Customer Custom Attribute

SQUARE_GET_CUSTOMER_CUSTOM_ATTRIBUTE

Retrieves custom data stored on a customer's profile in Square, such as preferences, loyalty tier, or external reference IDs that you've previously saved.

4 input
Action

Get Customer Custom Attribute Definition

SQUARE_GET_CUSTOMERS_CUSTOM_ATTRIBUTE_DEFINITIONS

Retrieve 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.

2 input
Action

List Customer Custom Attribute Definitions

SQUARE_LIST_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITIONS

Retrieve 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.

2 input
Action

List Customer Custom Attribute Definitions (GraphQL)

SQUARE_LIST_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITIONS_GRAPH_QL

Retrieve 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.

1 input
Action

List Customer Custom Attributes

SQUARE_LIST_CUSTOMER_CUSTOM_ATTRIBUTES

Retrieve 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.

4 input
Action

List Location Custom Attribute Definitions

SQUARE_LIST_LOCATION_CUSTOM_ATTRIBUTE_DEFINITIONS

Retrieves all custom attributes you've created for your business locations in Square, helping you understand what additional information you can track for each location.

3 input

Bookings

1 operation

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.

Action

Get Business Booking Profile

SQUARE_GET_BUSINESS_BOOKING_PROFILE

Retrieve your Square booking profile settings to view your cancellation policies, booking configuration, and whether bookings are enabled for your business.

1 input

Cards

1 operation

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.

Action

Create Card

SQUARE_CREATE_CARD

Securely 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.

4 input

Channels

1 operation

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.

Action

List Channels

SQUARE_LIST_CHANNELS

Retrieve 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.

5 input

Checkout

1 operation

Configure and retrieve online checkout settings for your locations. Adjust checkout experience parameters to optimize your customer's purchasing journey across different store locations.

Action

Get Online Checkout Location Settings

SQUARE_GET_ONLINE_CHECKOUT_LOCATION_SETTINGS

Retrieves 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.

1 input

Customers

11 operations

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.

Action★ Featured

Create Bulk Customers

SQUARE_CREATE_BULK_CUSTOMERS

Add 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.

1 input
Action★ Featured

Create Customer

SQUARE_CREATE_CUSTOMER

Adds 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.

12 input
Action★ Featured

List Customers

SQUARE_LIST_CUSTOMERS

Retrieve 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.

5 input
Action

Add Group to Customer

SQUARE_ADD_GROUP_TO_CUSTOMER

Assign a customer to a specific group in your Square account to organize customers for targeted marketing campaigns, loyalty programs, or service-based segmentation.

2 input
Action

Bulk Delete Customers

SQUARE_DELETE_CUSTOMERS_BULK

Remove multiple customer profiles from your Square account in a single operation, allowing you to clean up your customer database or remove inactive accounts efficiently.

1 input
Action

Create Customer Group

SQUARE_CREATE_CUSTOMER_GROUP

Organize your customers into groups based on shared characteristics or preferences, enabling you to run targeted marketing campaigns and manage customer relationships more effectively.

2 input
Action

Delete Customer

SQUARE_DELETE_CUSTOMER

Permanently 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.

2 input
Action

Delete Customer Group

SQUARE_DELETE_CUSTOMER_GROUP

Permanently 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.

1 input
Action

Get Customers via GraphQL

SQUARE_GET_CUSTOMERS_GRAPHQL

Retrieve 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.

2 input
Action

List Customer Groups

SQUARE_LIST_CUSTOMER_GROUPS

Retrieve all customer groups in your Square account to view and manage how you've organized your customer base for marketing and business purposes.

2 input
Action

List Customer Segments

SQUARE_LIST_CUSTOMER_SEGMENTS

Retrieve 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.

2 input

Disputes

6 operations

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.

Action

Accept Dispute

SQUARE_ACCEPT_DISPUTE

Settle 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.

1 input
Action

Create Dispute Evidence File

SQUARE_CREATE_DISPUTE_EVIDENCE_FILE

Upload 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.

8 input
Action

Create Dispute Evidence Text

SQUARE_CREATE_DISPUTE_EVIDENCE_TEXT

Submit 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.

4 input
Action

Delete Dispute Evidence

SQUARE_DELETE_DISPUTE_EVIDENCE

Remove 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.

2 input
Action

Get Dispute Evidence

SQUARE_GET_DISPUTE_EVIDENCE

Retrieve 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.

2 input
Action

List Dispute Evidence

SQUARE_LIST_DISPUTE_EVIDENCE

Retrieve 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.

2 input

Invoices

6 operations

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.

Action★ Featured

Create Invoice Attachment

SQUARE_CREATE_INVOICE_ATTACHMENT

Attach 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.

4 input
Action

Cancel Invoice

SQUARE_CANCEL_INVOICE

Cancels 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.

2 input
Action

Delete Invoice

SQUARE_DELETE_INVOICE

Remove 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.

2 input
Action

Delete Invoice Attachment

SQUARE_DELETE_INVOICE_ATTACHMENT

Remove 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.

2 input
Action

Get Invoice

SQUARE_GET_INVOICE

Retrieve detailed information about a specific invoice including payment status, recipient details, and custom fields to view or verify invoice specifics.

1 input
Action

List Invoices

SQUARE_LIST_INVOICES

Retrieve all invoices for your Square location to view payment history, outstanding balances, and customer billing records in one place.

3 input

Locations

2 operations

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.

Action

Create Location

SQUARE_CREATE_LOCATION

Add 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.

1 input
Action

List Locations

SQUARE_LIST_LOCATIONS

Retrieve 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.

Merchants

2 operations

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.

Action

Get Current Merchant

SQUARE_GET_CURRENT_MERCHANT

Retrieves 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.

Action

Get Merchant

SQUARE_GET_MERCHANT

Retrieves 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.

1 input

Orders

1 operation

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.

Action

Calculate Order

SQUARE_CALCULATE_ORDER

Preview 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.

2 input

Payments

1 operation

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.

Action

Cancel Payment

SQUARE_CANCEL_PAYMENT

Voids 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.

1 input

Webhooks

1 operation

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.

Action

Delete Webhook Subscription

SQUARE_DELETE_WEBHOOK_SUBSCRIPTION

Removes a webhook subscription so your application stops receiving event notifications from Square. Use this when you no longer need to monitor specific Square events.

1 input

Payments

46 operations
Action

Batch Upsert Customer Custom Attributes

SQUARE_UPSERT_CUSTOMER_CUSTOM_ATTRIBUTES_BATCH

Tool to create or update custom attributes for multiple customers in a single batch request.

1 input
Action

Batch Upsert Locations Custom Attributes

SQUARE_UPSERT_LOCATIONS_CUSTOM_ATTRIBUTES_BATCH

Tool to create or update custom attributes for multiple locations in a single batch request.

1 input
Action

Batch Upsert Merchants Custom Attributes

SQUARE_UPSERT_MERCHANTS_CUSTOM_ATTRIBUTES_BATCH

Tool to create or update custom attributes for multiple merchants in a single batch request.

1 input
Action

Bulk Retrieve Channels

SQUARE_RETRIEVE_CHANNELS_BULK

Tool to bulk retrieve multiple Square channels by their IDs in a single request.

1 input
Action

Bulk Update Customers

SQUARE_UPDATE_CUSTOMERS_BULK

Tool to update multiple customer profiles in a single batch operation.

1 input
Action

List Locations Custom Attributes

SQUARE_LIST_LOCATIONS_CUSTOM_ATTRIBUTES

Tool to list custom attributes for a specific location in Square.

5 input
Action

List Merchant Custom Attribute Definitions

SQUARE_LIST_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITIONS

Tool to list merchant-related custom attribute definitions from Square.

3 input
Action

List Merchants

SQUARE_LIST_MERCHANTS

Tool to retrieve merchant account information associated with the access token.

1 input
Action

List Merchants Custom Attributes

SQUARE_LIST_MERCHANTS_CUSTOM_ATTRIBUTES

Tool to list custom attributes for a specific merchant in Square.

5 input
Action

List Payments

SQUARE_LIST_PAYMENTS

Tool to list payments by location and time range to enable reconciliation and net sales reporting from Square POS.

15 input
Action

List Webhook Event Types

SQUARE_LIST_WEBHOOK_EVENT_TYPES

Tool to list available webhook event types.

1 input
Action

List Webhook Subscriptions

SQUARE_LIST_WEBHOOK_SUBSCRIPTIONS

List all webhook subscriptions owned by your application.

4 input
Action

Remove Group From Customer

SQUARE_REMOVE_GROUP_FROM_CUSTOMER

Removes a customer from a customer group.

2 input
Action

Retrieve Bulk Customers

SQUARE_RETRIEVE_BULK_CUSTOMERS

Tool to retrieve multiple customer profiles in a single request.

1 input
Action

Retrieve Channel

SQUARE_RETRIEVE_CHANNEL

Retrieve a Square channel by its ID.

1 input
Action

Retrieve Customer

SQUARE_RETRIEVE_CUSTOMER

Tool to retrieve detailed information about a specific Square customer by ID.

1 input
Action

Retrieve Customer Group

SQUARE_RETRIEVE_CUSTOMER_GROUP

Tool to retrieve a specific Square customer group by ID.

1 input
Action

Retrieve Customer Segment

SQUARE_RETRIEVE_CUSTOMER_SEGMENT

Tool to retrieve a specific customer segment by its ID.

1 input
Action

Retrieve Dispute

SQUARE_RETRIEVE_DISPUTE

Tool to retrieve a Square dispute by ID.

1 input
Action

Retrieve Location

SQUARE_RETRIEVE_LOCATION

Tool to retrieve detailed information about a specific Square location by ID.

1 input
Action

Retrieve Location Custom Attribute

SQUARE_RETRIEVE_LOCATION_CUSTOM_ATTRIBUTE

Retrieves a custom attribute associated with a location in Square.

4 input
Action

Retrieve Location Custom Attribute Definition

SQUARE_RETRIEVE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITION

Tool to retrieve a location-related custom attribute definition.

2 input
Action

Retrieve Merchant Custom Attribute

SQUARE_RETRIEVE_MERCHANT_CUSTOM_ATTRIBUTE

Retrieves a custom attribute associated with a merchant in Square.

4 input
Action

Retrieve Merchant Custom Attribute Definition

SQUARE_RETRIEVE_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITION

Tool to retrieve a merchant-related custom attribute definition from Square.

2 input
Action

Retrieve Merchants

SQUARE_RETRIEVE_MERCHANTS

Tool to retrieve merchant information including status, main location details, and capabilities using Square's GraphQL API.

1 input
Action

Retrieve Order

SQUARE_RETRIEVE_ORDER

Retrieves detailed information about a specific Square order by its ID.

1 input
Action

Retrieve Payment Link

SQUARE_RETRIEVE_PAYMENT_LINK

Retrieves a Square-hosted payment link by ID.

1 input
Action

Retrieve Token Status

SQUARE_RETRIEVE_TOKEN_STATUS

Tool to retrieve information about an OAuth access token or personal access token.

Action

Retrieve Webhook Subscription

SQUARE_RETRIEVE_WEBHOOK_SUBSCRIPTION

Retrieve a Square webhook subscription by its ID.

1 input
Action

Search Customers

SQUARE_SEARCH_CUSTOMERS

Tool to search customer profiles in Square Customer Directory.

4 input
Action

Search Orders

SQUARE_SEARCH_ORDERS

Tool to search orders across one or more Square locations with filters.

5 input
Action

Submit Dispute Evidence

SQUARE_SUBMIT_DISPUTE_EVIDENCE

Submits evidence for a dispute to the cardholder's bank.

1 input
Action

Test Webhook Subscription

SQUARE_TEST_WEBHOOK_SUBSCRIPTION

Tests a webhook subscription by sending a test event to the configured notification URL.

2 input
Action

Update Customer

SQUARE_UPDATE_CUSTOMER

Tool to update an existing Square customer profile.

13 input
Action

Update Customer Custom Attribute Definition

SQUARE_UPDATE_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITION

Tool to update a customer-related custom attribute definition in Square.

6 input
Action

Update Customer Group

SQUARE_UPDATE_CUSTOMER_GROUP

Tool to update a customer group's information by its ID.

2 input
Action

Update Location

SQUARE_UPDATE_LOCATION

Tool to update an existing business location in a Square account.

2 input
Action

Update Location Custom Attribute Definition

SQUARE_UPDATE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITION

Tool to update a location-related custom attribute definition in Square.

3 input
Action

Update Merchant Custom Attribute Definition

SQUARE_UPDATE_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITION

Tool to update a merchant-related custom attribute definition in Square.

3 input
Action

Update Online Checkout Location Settings

SQUARE_UPDATE_ONLINE_CHECKOUT_LOCATION_SETTINGS

Tool to update location-level settings for Square online checkout.

2 input
Action

Update Order

SQUARE_UPDATE_ORDER

Updates an existing Square order by adding, modifying, or removing fields.

4 input
Action

Update Webhook Subscription

SQUARE_UPDATE_WEBHOOK_SUBSCRIPTION

Tool to update a Square webhook subscription.

6 input
Action

Update Webhook Subscription Signature Key

SQUARE_UPDATE_WEBHOOK_SUBSCRIPTION_SIGNATURE_KEY

Tool to rotate the signature key for a webhook subscription.

2 input
Action

Upsert Customer Custom Attribute

SQUARE_UPSERT_CUSTOMER_CUSTOM_ATTRIBUTE

Tool to create or update a custom attribute for a customer profile.

4 input
Action

Upsert Location Custom Attribute

SQUARE_UPSERT_LOCATION_CUSTOM_ATTRIBUTE

Tool to create or update a custom attribute for a location.

4 input
Action

Upsert Merchant Custom Attribute

SQUARE_UPSERT_MERCHANT_CUSTOM_ATTRIBUTE

Tool to create or update a custom attribute for a merchant profile.

4 input
What now

Use Square in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.