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Zapier makes it easy to integrate monday.com with Square - no code necessary. See how you can get setup in minutes.
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monday.com
monday.com
1. Choose trigger event
Square
Square
2. Choose action
1. Select the event
Setup
Test
monday.com
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects monday.com and Square, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Inventory Change Type
Required
Location
Required
Catalog Object
Required
Quantity
Required
Ignore unchanged counts
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Payment
Required
Refund amount
Reason
Team member
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Help_text
Location
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer_id
Action
This is an event a Zap performs.
Search
Find existing data in your app
Location
Required
Field_help
Customer
Fulfillment_state
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use monday.com and Square with AI agents and code
Beyond Zap workflows. Call monday.com and Square actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose monday.com and Square actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Archive Board
Add Customer to Group
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use monday.com and Square
Update monday.com tasks for new Square payments
When a payment is completed in Square, Zapier can update the status of a related task in monday.com. This ensures payment confirmation is clearly communicated to relevant team members, improving visibility and tracking.
Log Square invoices in monday.com for system tracking
When a new invoice is added in Square, Zapier can log the details into a monday.com board. This helps IT teams maintain accurate system monitoring and integrations.
When a new order is processed in Square, Zapier can automatically create a new item in monday.com. This allows project managers to track deliverables and allocations linked to sales without manual data entry.
Learn how to automate monday.com on the Zapier blog
Learn how to automate Square on the Zapier blog
Make work flow with AI
Level up your monday.com to Square integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about monday.com + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and Square
How do I set up an automation to create new items in monday.com when a transaction occurs in Square?
To set up an automation that creates new items in monday.com from Square transactions, you need to establish a trigger-action event. Choose the "New Transaction" trigger in Square and connect it with the "Create Item" action in monday.com. This ensures that every time a transaction is processed, a corresponding item is automatically created on your monday.com board.
Can I automatically update inventory levels in Square using monday.com?
Yes, you can automate inventory updates. Set up a trigger in monday.com for sales or stock adjustments and link it with the "Update Inventory" action in Square. With this configuration, any inventory changes recorded on monday.com will seamlessly reflect on your Square account.
Is it possible to track customer purchase history from Square into a monday.com board?
Absolutely, you can track customer purchase history by creating an integration where each purchase in Square triggers an action that logs the details into a specified board on monday.com. Use the "New Customer" or "Updated Customer" trigger from Square and connect it with creating or updating items on your chosen board.
How do we handle synchronization delays between Monday and Square?
While our system processes triggers and actions as quickly as possible, there might occasionally be short delays due to network conditions or processing times. To minimize this, ensure stable internet connections and check that all authentication tokens are valid for both platforms.
What should I do if my automation between Monday and Square doesn't work as expected?
If your integration doesn't perform as expected, first check the trigger-action setup to ensure both platforms are correctly configured. Verify that all necessary permissions are granted and that authentication is active. For more complex issues, reach out to our support team for assistance.
Can order details be transferred directly from Monday projects to process payments through Square?
Yes, transferring order details is feasible. Set up an automation where order data entered into specific fields on Monday triggers payments via the corresponding fields in your connected Square account using their payment processing actions.
Are there any limitations when integrating Monday with When using custom fields with actions in my automations? Specifically custom forms or complex workflows; how could these affect my integrations with these platforms such as drop-down menus etc.?Square?
About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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.
