Billing & Payments · CONNECTIONView Square payments and customers.
Explore 10 workflow actions for Square, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create a customer profile with at least one name, company, email or phone field.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read one catalog object, including its embedded item details.
Read a single customer profile and its version.
Read a location or use main to read the merchant main location.
Read an order, totals, fulfillment and version without changing it.
Read catalog records for explicitly selected object types.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read a page of customer profiles that contain public contact information.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Read all merchant locations, including inactive locations.
Read orders from up to ten merchant locations, with optional state filtering and created-date sorting.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Update supplied customer profile fields with a required version check to prevent overwriting newer changes.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Square. A saved workflow is not a completed provider action.
