MaintainX + Square

MaintainX + Square integrations

Create invoices in Square for new categories on work orders in MaintainX

Stay on top of your invoice management by activating this workflow that connects MaintainX and Square. Whenever a new category is added in a Work Order on MaintainX, an invoice is generated in Square without an extra step. Simplify your financial processes and enhance productivity by letting this hassle-free integration get the job done for you.

When this happens...
New Category on Work OrderTriggers when a new category is added to a work order.
TriggerInstant
automatically do this!
Create InvoiceTriggers when a new invoice is added.
ActionWrite

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More things you can do with MaintainX and Square

Discover other triggers and actions you can use with MaintainX and Square

- Return all Asset Info (serializeEntity)
Trigger
Instant
Try It
- Properties
- Return all Work Order Data (serialize Entity)
- Only return Filtered Properties
Trigger
Instant
Try It
- One of Statuses
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
Try It
- Work Order
- Categories
Action
Write
- Name
  Required
- Address
- Description
- Parent Location
- Vendors
- Custom Fields
Action
Write

- Conversation
  Required
- Message Content
  Required
Action
Write
- Title
  Required
- Description
- Priority
- Due Date
- Start Date
- User Ids
- Team Ids
- Procedure Template
- Location
- Asset
- Categories
- Custom Fields
- Work Request ID
Action
Write

- Title
  Required
- Description
- Priority
- Location
Action
Write
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

- One of Categories
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
Try It
New Work Order
Triggers when a new work order is created.
Trigger
Instant
Try It
New Work Request
Triggers when a New Work Request is created
Trigger
Instant
Try It
- Asset Name
  Required
- Asset Types
- Barcode
- Criticality
- Description
- Location
- Parent Asset
- Manufacturer
- Model
- Serial Number
- Responsible Teams
- Vendors
Action
Write
- Location ID
- Name
- Address
- Description
- Parent Location
- Vendors
- Custom Fields
Action
Write
- Work Order ID
  Required
- Comment Content
Action
Write
- Work Order ID
  Required
- Title
- Asset
- Description
- Due Date
- Estimated Time
- Priority
- Procedure Template
- customFields
- User IDs
- Team IDs
Action
Write
- Entity Type
  Required
Action
Search
- 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

About MaintainX

MaintainX helps you track your reactive maintenance, preventive maintenance, and control the daily operations of your business.

Learn moreLearn moreHelpHelp

Related categories

Task Management

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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Related Zap Templates

Create invoices in Square for updated work order status changes in MaintainX

Related Zap Templates

Create invoices in Square for updated work order status changes in MaintainX