iMIS (iAppConnector) + Square

iMIS (iAppConnector) + Square integrations

Add new Square orders as activities in iMIS

Need to find a way to track when one of your members make a payment using your Square account? With this integration you can easily track when payments are made via Square at your in-person event and, by using Square's customer email address, automatically look to see if their email is in iMIS to associate that payment with their record as an Activity.

When this happens...
New OrderTriggers when a new order is processed.
TriggerPolling
automatically do this!
Add/Update ActivityCreates or updates a new activity in the contact record.
ActionWrite

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More things you can do with Square and iMIS (iAppConnector)

Discover other triggers and actions you can use with Square and iMIS (iAppConnector)

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Location
  Required
- Order Status
Trigger
Polling
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
Action
Write

- Help_text
- Location
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- 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
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write
New Contact Record Added
Triggers when a new contact is added in iMIS.
Trigger
Polling
Try It
- Info
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Event Code
  Required
- Registration Option Code
  Required
- Registrant ID
  Required
- Batch Id
Action
Write
- Add or Update
  Required
- First Name
- Middle Name
- Last Name
- Informal Name
- Email
- Member Type
- Major Key
- Phone Number
- Title
- Functional Title
- Website
- Country Code
- Status
- Category
- Paid Through
- Renewed Through
- Join Date
Action
Write
- Add/Remove Relationship
  Required
- Relationship Type
  Required
- Contact ID
  Required
- Title
- Effective Date
- Expiration Date
Action
Write
- iMIS ID
  Required
- Address Id
- Override Address Id
- Address Purpose
  Required
- Address Line 1
- Address Line 2
- City
- State Code
- Country Code
- Postal Code
- Email
- Phone
- Notes
Action
Write
- API Docs
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- authheaders
- Additional Request Headers
- Body
Action
Write
- iMIS ID
  Required
Action
Write
- Activity Type
  Required
- SEQN #
- ID
  Required
- Transaction Date
Action
Write
- Clone from Event Code
- Event Code
  Required
- Event Name
  Required
- Event Description
- Event Start Date/Time
  Required
- Event End Date/Time
  Required
- Time Zone
  Required
- Status
  Required
- Capacity
- Registration Code
- Registration Name
- Registration Description
- Registration Start Date/Time
- Registration End Date/Time
- Event Additional Field 1
- Event Additional Field 2
- Event Additional Field 3
- Event Additional Field 4
- Event Additional Field 5
- Event Additional Field 6
- Event Additional Field 7
- Event Additional Field 8
- Event Additional Field 9
- Event Additional Field 10
Action
Write
- Product Code
  Required
- Order Number
  Required
- Units
Action
Write
- Group Name
  Required
- PartyID
Action
Write
- Search by Company Website
- Search by Company Name
Action
Search
- IQA Path
  Required
- Return First Result?
Action
Search
- Email
  Required
- Add or Update
  Required
- First Name
- Middle Name
- Last Name
- Informal Name
- Member Type
- Major Key
- Phone Number
- Title
- Functional Title
- Website
- Country Code
- Status
- Category
- Paid Through
- Renewed Through
- Join Date
Action
Search or write

- Item Type
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
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
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer
  Required
- Attribute
  Required
- Value
  Required
- Idempotency Key
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field_help
- Email_address
- Phone Number
- Reference ID
Action
Search
- Field_help
- Text Filter
- Location
Action
Search
- Field_help
- Email_address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write
- IQA Path
  Required
- Parameter List
Trigger
Polling
Try It
- Track Fields
Trigger
Polling
Try It
- Info
Trigger
Instant
Try It
- Info
- Panel Source Name (Type) (Identity)
  Required
Trigger
Instant
Try It
- notice
- Batch Id
- Batch Date
- Type
  Required
- Donor ID
  Required
- List As
- Anonymous Gift
- Request
- Amount
  Required
- Gift Item
  Required
- Source Code
- Soft Credit Notice
- Contact ID
- Percentage
- Amount
- Moves Manager ID
- Tribute Type
- Tributee Name
- Tribute Message
- Notify Contact ID
- Payment method
- Check Number
- Do not reciept
Action
Write
- Code
  Required
- Title
  Required
- Description
- Category
  Required
- Standard Price
  Required
- Discount Price
  Required
Action
Write
- Add User Security Role
  Required
- Username
  Required
Action
Write
- Panel Source Name (Type) (Identity)
  Required
Action
Write
- Certification Info
- iMIS ID
  Required
- Certification Program
  Required
Action
Write
- iMIS ID
  Required
Action
Write
- Add or Update
  Required
- Work Phone
- Country Code
- Email
- Website
- Category
Action
Write
- Add/Update
  Required
- ID
  Required
Action
Write
- Table Name
  Required
- Code
  Required
- Description
  Required
- Expansion
Action
Write
- Event Code
  Required
- Event Name
- Event Description
- Event Start Date/Time
- Event End Date/Time
- Capacity
- Status
- Time Zone
- Virtual Meeting URL
- Event Additional Field 1
- Event Additional Field 2
- Event Additional Field 3
- Event Additional Field 4
- Event Additional Field 5
- Event Additional Field 6
- Event Additional Field 7
- Event Additional Field 8
- Event Additional Field 9
- Event Additional Field 10
Action
Write
- Search by Email
  Required
Action
Search
- Search by Company Website
- Search by Company Name
- Add or Update
  Required
- Work Phone
- Country Code
- Email
- Website
- Category
Action
Search or write

About iMIS (iAppConnector)

iMIS is a leading Engagement Management System for associations and non-profits

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Related categories

Databases

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 moreLearn moreHelpHelp

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