How to connect Square to Albato

Square: Automation for payment processors
Square
·
6/24/2024
·
2 min. read

Square's software suite is a game-changer for businesses of all sizes when it comes to payment processing and financial management. With Square, businesses can manage transactions, track sales, and gain valuable insights into customer behavior and sales trends. Whether processing payments in-store, online, or on-the-go, Square provides a user-friendly and reliable solution for businesses to accept payments, manage finances, and drive growth.

Available Triggers:

Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

  • Customer created
  • Invoice created
  • Order created
  • Payment updated

Available Actions:

Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

  • Create / Update / Find customer
  • Get customer by ID
  • Upsert customer custom attribute
  • Add customer to group
  • Remove customer from group
  • Create / Send invoice
  • Create / Find order
  • Refund payment
  • Custom API request

Before setting up integrations with Square connect the app to Albato.

To do this, go to the Apps section and click the Add a connection button.

Example.png

Select the app and click the Add a connection button.

Square.png

Come up with a name for your connection and click the Continue button.

Square (1).png

Grant Albato access to your Square account.

Square (2).png

Sign in to your Square account.

Square (3).png

The connection is ready!


Square