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Airtable
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Airtable
1. Choose trigger event
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Square
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Square
2. Choose action
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1. Select the event
Setup
Test
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Airtable
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Record" from Airtable.

Add your action

An action happens after the trigger—such as "Add Customer to Group" in Square.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Airtable + Square integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Airtable and Square

What triggers are available when integrating Airtable with Square?

When integrating Airtable with Square, you can utilize triggers such as 'New Transaction' in Square. This allows automatic updates or actions to be triggered whenever a new transaction occurs in your Square account.

How can I create an action in Airtable from a Square event?

To create an action in Airtable when a specific event happens in Square, you can set up a 'Create Record' action. For instance, every new sale made through Square can automatically trigger the creation of a record in your Airtable base.

Is it possible to update an existing record in Airtable when a transaction is updated in Square?

Yes, it is possible to update an existing record in Airtable using the 'Update Record' action. This can be triggered by events such as an updated transaction status or details change in your Square account.

Can we retrieve customer information from Square and add it to Airtable?

Certainly! By configuring the integration, you can pull customer data from Square every time there's a new transaction and then add that information into your designated Airtable table as new records.

Are there any limitations on the types of data that can be synced between Airtable and Square?

While most essential data like transactions and customer information can be synced, limitations might exist based on complex custom fields or unsupported data types within either platform's API.

How do I set up automatic inventory adjustments from transactions tracked through Square into Airtable?

You can configure your integration to track sales transactions from Square and adjust inventory levels automatically within your inventory table on Airtable by using relevant triggers and actions.

What should I do if my integrations between Airtable and Square stop working?

If you encounter issues with your integrations not functioning correctly, checking connection statuses or reviewing recent activity logs for any errors is recommended. Ensuring that all authentication permissions are valid may also resolve common problems.

Practical ways you can use Airtable and Square

Track Square invoices in Airtable

Automatically track invoices from Square in your Airtable database. When a new Square invoice is added, Zapier creates a corresponding record in Airtable, ensuring all financial data is centralized and easy to reference.

Business Owner
Sync new Square customers to Airtable

Keep your marketing contacts up-to-date by automating customer data entry. When a new customer is created in Square, Zapier adds their information to Airtable, streamlining customer segmentation and marketing campaigns.

Marketing & Marketing Ops
Log Square payments in Airtable

Monitor completed payments with ease. Whenever a payment is marked as completed in Square, Zapier automatically logs the transaction details in Airtable, helping sales teams track revenue in real time.

Sales Ops

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.

triggers, actions, or triggers and actions
    • Base
      Required
    • Table
      Required
    • Limit to View
    • Include attachment content
    Trigger
    Polling
    Try It
    • Base
      Required
    • Table
      Required
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Help Text
    • Primary lookup field
      Required
    • Secondary lookup field
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Record
      Required
    Action
    Write
    • Help Text
    • Base
      Required
    • Table
      Required
    • Last modified time column
      Required
    • Limit to View
    • Include attachment content
    Trigger
    Polling
    Try It
    • CacheCopy
    • Base
      Required
    • Table
      Required
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Record
      Required
    Action
    Write
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write

Learn how to automate Airtable on the Zapier blog

Learn how to automate Square on the Zapier blog

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About Airtable
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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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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