Create integrations between Envoy for Visitors and Square to automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect Envoy for Visitors and Square to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Visitor Invited
Triggers when a visitor invite is created in Envoy.
Trigger
Scheduled
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Visitor Sign Out
Triggers when a visitor signs out of Envoy.
Trigger
Scheduled
Try It
New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- Location
  Required
- Order Status
Trigger
Scheduled
Try It

- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write

- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team Member ID
  Required
Action
Write
- Help_text
- Location
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Field_help
- Email_address
- Guest Phone Number
- Reference_id
Action
Search
- Field_help
- Text Filter
- Location
  Required
Action
Search
- Field_help
- Email_address
- Guest Phone Number
- Reference_id
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write

Visitor Sign-In
Triggers when a visitor signs into Envoy.
Trigger
Scheduled
Try It
- Guest Name
  Required
- Guest E-Mail
  Required
- Guest Phone Number
- Expected Arrival Time
  Required
- Private Notes
  Required
- Location ID
  Required
- Visitor Type
  Required
Action
Write
- Item Type
Trigger
Scheduled
Try It
- Location
  Required
Trigger
Scheduled
Try It
- Location
  Required
Trigger
Scheduled
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Guest Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
  Required
- Reference_id
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
- Currency
- Line Item Name
- Catalog Object
  Required
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Guest Phone Number
- Street Address
- Apt./Suite
- State
- County
- Country
- City
- ZIP
- Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Guest Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer ID
  Required
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
- Customer ID
  Required
- Reference_id
- Source
- Ticket Name
- Quantity
  Required
- Amount
- Currency
- Catalog Object
  Required
- Other
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write

Zapier's blog offers the low-down on automating Square

About Envoy for Visitors

Envoy for Visitors is a fully customizable iPad app that replaces your visitor sign-in book. We provide seamless visitor management, from pre-registration and host notifications, to NDA signing and secure cloud-based data storage.

Help

Related categories

Event Management

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

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Related categories

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