MaintainX + Square

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 Order
Triggers when a new category is added to a work order.
TriggerInstant
automatically do this!
Create Invoice
Triggers when a new invoice is added.
ActionWrite

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Supported triggers and actions

What does this mean?

- One of Categories
- Show costs on Work Order event
Trigger
Instant
Try It
- One of Statuses
Trigger
Instant
Try It
- ConversationRequired
- ContentRequired
Action
Write
- TitleRequired
- Description
- Priority
- due date
- start date
- users
- teams
- procedure template
- location
- asset
- categories
Action
Write
- Entity TypeRequired
Action
Search

- 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
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference Id
Action
Write
- LocationRequired
- Customer ID
- External Identifier
- Buyer Email Address
- Payment TypeRequired
- Payment Note
- QuantityRequired
- AmountRequired
- CurrencyRequired
- 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 IDRequired
- GroupRequired
Action
Write
- Customer IDRequired
- 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
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
Action
Search
- LocationRequired
- 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 Work Order
Triggers when a new work order is created.
Trigger
Instant
Try It
- work orderRequired
- Choose Existing Categories To AddRequired
Action
Write
- work orderRequired
- ContentRequired
Action
Write
- TitleRequired
- Description
- Priority
- location
Action
Write
New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
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
- Inventory Change TypeRequired
- LocationRequired
- Catalog ObjectRequired
- QuantityRequired
- Ignore unchanged counts
Action
Write
- LocationRequired
- Order IDRequired
- Customer IDRequired
- Accepted Payment MethodsRequired
- Payment due dateRequired
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery methodRequired
- Scheduled at
- Date of sale
Action
Write
- PaymentRequired
- Refund amount
- Reason
- Team member
Action
Write
- Help Text
- LocationRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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 more

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 more Help

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PRODUCTS

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By team

MaintainX + Square

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

New Category on Work Order

One of Categories

Show costs on Work Order event

Work Order Status Change

One of Statuses

Create New Message

ContentRequired

Create Work Order

TitleRequired

Description

Priority

due date

start date

users

teams

procedure template

location

asset

categories

Find an Entity

Entity TypeRequired

New Catalog Item

Item Type

New Invoice

LocationRequired

New Payment

Location

Create Appointment

LocationRequired

Team Member IDRequired

Customer IDRequired

Date and Time of AppointmentRequired

Appointment Service IDRequired

Note

Create Customer

First Name

Last Name

Email Address

Phone Number

Country

Street Address

Apt./Suite

City

State

ZIP

Other

Company

Nickname

Reference Id

Create Paid Order

LocationRequired

Customer ID

External Identifier

Buyer Email Address

Payment TypeRequired

Payment Note

QuantityRequired

AmountRequired

CurrencyRequired

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