Google Docs + Square

Create documents in Google Docs from new Square orders

Streamline your sales documentation process with this efficient workflow. When a new order is processed in Square, a document is instantly created from a template in Google Docs, allowing you to easily track and manage your sales data. Simplify your order management and improve productivity with this seamless automation.

Streamline your sales documentation process with this efficient workflow. When a new order is processed in Square, a document is instantly created from a template in Google Docs, allowing you to easily track and manage your sales data. Simplify your order management and improve productivity with this seamless automation.

  1. When this happens...
    SquareSquare
    New Order

    Triggers when a new order is processed.

    TriggerScheduled
  2. automatically do this!
    Google DocsGoogle Docs
    Create Document from Template

    Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
  • Square triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Order Status

    Trigger
    Scheduled
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • Item Type

    Trigger
    Scheduled
    Try It
    • LocationRequired

    Trigger
    Scheduled
    Try It
    • Location

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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google-docs logo

About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Help

Related categories

  • Documents
  • Google

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square logo

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.
Learn moreHelp

Related categories

  • eCommerce
  • Payment Processing

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