DailyBot + Square Integrations
How to connect DailyBot + Square
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Kudos GivenTriggers every time that any Kudos are given to someone in your DailyBot organization.Trigger- New Check-In Response CompletedTriggers when a response is added to a check-in in DailyBot by any user from your organization.Trigger
- New Form Response CompletedTriggers when a new response is added to a form in Dailybot by any user from your organization or external user.Trigger
- New Check-In Response Completed (Deprecated)Triggers when a response is added to a check-in in DailyBot by any user from your organization.Trigger
- Give KudosIt gives kudos to one or several users in DailyBot.Action
- Send MessageIt sends a DailyBot Message to one or several users, or to a group of people (via channel or room).Action
New AppointmentTriggers when a new appointment is created.Trigger- New Catalog ItemTriggers when a new catalog item is created.Trigger
- Square
Triggers when a new customer is created.
Scheduled
Trigger
- Square
Triggers when a new invoice is added.
Scheduled
Trigger
- Square
Triggers when a new order is processed.
Scheduled
Trigger
- Square
Adds a customer to a group.
Scheduled
Action
- Square
Creates a new appointment.
Scheduled
Action
- Square
Creates a customer.
Scheduled
Action
- Square
Creates a new draft invoice for an order.
Scheduled
Action
- Square
Creates an order.
Scheduled
Action
- Square
Removes a customer from a group.
Scheduled
Action
- Square
Sends an existing draft invoice.
Scheduled
Action
- Square
Updates a customer.
Scheduled
Action
- Square
Finds a customer based on email, phone number, or reference ID.
Scheduled
Action
- Square
Finds a service.
Scheduled
Action
- Square
Finds an order based on customer, fulfillment status, or order state.
Scheduled
Action
- Square
Find a customer. Optionally, create one if none are found.
Scheduled
Action
- Square
Find an order. Optionally, create one if none are found.
Scheduled
Action
How DailyBot + Square Integrations Work
- Step 1: Authenticate DailyBot and Square.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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