MaintainX + Square Integrations
How to connect MaintainX + Square
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New Category on Work OrderTriggers when a new category is added to a work order.Trigger- New Work OrderTriggers when a new work order is created.Trigger
- Work Order Status ChangeTriggers when a work order status is changed.Trigger
- Add Existing Categories to a Work OrderAdds Existing Categories to a Work OrderAction
- Create New MessageCreates a new Message in a Conversation.Action
- Create Work Order CommentCreates a new Comment on a Work Order.Action
- Create Work OrderCreates a new Work Order.Action
- Create Work RequestCreates a new Work Request.Action
- MaintainX
Find an Entity by a specified field.
Scheduled
Action
- Square
Triggers when a new appointment is created.
Scheduled
Trigger
- Square
Triggers when a new catalog item is created.
Scheduled
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
Triggers when a new payment is created.
Scheduled
Trigger
- Square
Adds a customer to a group.
Scheduled
Action
- Square
Creates a new appointment.
Scheduled
Action
- Square
Adjusts an inventory or changes its physical count.
Scheduled
Action
- Square
Creates a customer.
Scheduled
Action
- Square
Creates a new draft invoice for an order.
Scheduled
Action
- Square
Refunds a completed payment.
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 MaintainX + Square Integrations Work
- Step 1: Authenticate MaintainX 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.
Square Tutorials
About MaintainX
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