Square + Filter by Zapier Integrations

Zapier lets you send info between Square and Filter by Zapier automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Add transactions in Wave for new Square sales
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Square + Filter by Zapier + Wave
Send email requests via TrueReview when new transactions are captured with Square
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Square + Filter by Zapier + TrueReview
Log new customers on Square as offline conversions in Google Ads
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Square + Filter by Zapier + Delay by Zapier + 1 more
Issue referral bonuses in GeniusReferrals for new Square orders
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Square + GeniusReferrals + Filter by Zapier

Add transactions in Wave for new Square sales

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Square + Filter by Zapier + Wave

Send email requests via TrueReview when new transactions are captured with Square

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Square + Filter by Zapier + TrueReview

Log new customers on Square as offline conversions in Google Ads

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Square + Filter by Zapier + Delay by Zapier + 1 more

Issue referral bonuses in GeniusReferrals for new Square orders

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Square + GeniusReferrals + Filter by Zapier

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Do Even More with Square + Filter by Zapier

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Square + Filter by Zapier workflows do more for them.

Zapier users love adding Wave to their workflows
Add transactions in Wave for new Square sales
Premium
Add transactions in Wave for new Square sales
Try it
Filter by Zapier + Square + Wave
Zapier users love adding TrueReview to their workflows
Send email requests via TrueReview when new transactions are captured with Square
Premium
Send email requests via TrueReview when new transactions are captured with Square
Try it
Filter by Zapier + Square + TrueReview

Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
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New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- LocationRequired
  Only Active locations listed.
- Order Status
Trigger
Scheduled
Try It
- Customer IDRequired
- GroupRequired
Action
Write
- Inventory Change TypeRequired
  Use Adjustment for the normal lifecycle of buying/selling goods. Use Physical Count when a manual count reflects a new inventory amount - item(s) must be In Stock to use this type.
- LocationRequired
  Only Active locations listed.
- Catalog ObjectRequired
- QuantityRequired
  The number of items affected by the adjustment or physical transfer. Can support up to 5 digits after the decimal point.
- Ignore unchanged counts
  If True, a physical count update will be ignored if it doesn't change the quantity. Defaults to True.
Action
Write

- LocationRequired
  Only Active locations listed.
- Order IDRequired
  The order must be open to create an invoice (Must select a location first).
- Customer IDRequired
  The customer who receives the invoice. This customer data is displayed on the invoice and used by Square to deliver the invoice.
- Accepted Payment MethodsRequired
- Payment due dateRequired
- Tipping enabled
- Invoice title
- Invoice number
  A user-friendly invoice number that is displayed on the invoice. The value is unique within a location. If not provided when creating an invoice, Square assigns a value.
- Description
  Max length: 65536 characters.
- Delivery methodRequired
  The delivery method used to send the invoice, reminders, and receipts to the customer. For invoices with automatic payments, this field must be set to Email.
- Scheduled at
- Date of sale
Action
Write
- PaymentRequired
  A completed payment to apply the refund (Your account must have at least one completed payment to set this Action).
- Refund amount
  Amount in the lowest monetary value (in the US, this is cents). If left blank, the refund will be issued for the original full payment amount.
- Reason
  A description of the reason for the refund.
- Team member
  An optional team member to associate with this refund
Action
Write

- Help Text
  An invoice can only be sent when certain conditions are met. For an example, the order in the invoice cannot be associated with another invoice. The customer of the invoice recipient must have either an email address or phone number. If the invoice is set to be delivered via email, the customer must have an email address on file
- LocationRequired
  Only Active locations listed.
Action
Write
- Api Docs Info
  API docs for Square are located here https://docs.connect.squareup.com/api/connect/v2
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Field Help
  If all the below fields are empty, the most recently created appointment service will be returned.
- Text Filter
  This will return appointment service variations that include this text in their name, description, or abbreviation.
- Location
  Select a location that offers the service. Only Active locations listed.
Action
Search
- Field Help
  If all the below fields are empty, the most recently created customer will be returned. If more than one customer is found, the most recently created customer will be returned. If more than one field is used, a customer must match all fields.
- Email Address
- Phone Number
  Phone number must be in E164 format with a leading + sign and country code. For example, +12061112222 or +0012061112222.
- Reference ID
  An optional second ID you can set to associate the customer with an entity in another system.
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
  Any other info you want to note about this customer.
- Company
- Nickname
Action
Search or write
- Only continue if...Required
Action
Filter

- Item Type
Trigger
Scheduled
Try It
- LocationRequired
  Only Active locations listed.
Trigger
Scheduled
Try It
- Location
  Only Active locations listed.
Trigger
Scheduled
Try It
- LocationRequired
  Only Active locations listed.
- Team Member IDRequired
  The team member must be bookable for the service that will be part of the new appointment.
- Customer IDRequired
  The customer to receive the service provided by the assigned or selected team member.
- Date and Time of AppointmentRequired
  Example: "Next Saturday at noon." The appointment will be booked for the first available time slot within 32 days of this date.
- Appointment Service IDRequired
- Note
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
  Any other info you want to note about this customer.
- Company
- Nickname
- Reference Id
  An optional second ID you can set to associate the customer with an entity in another system.
Action
Write
- LocationRequired
- Customer ID
  Provide either this field or Display Name.
- External Identifier
  Reference to associate an entity in another system with this order.
- Buyer Email Address
  Used to notify the buyer of payment.
- Payment TypeRequired
  The type of external payment received. Currently only external payments are supported.
- Payment Note
  An optional note to be included with the payment of the order.
- QuantityRequired
- AmountRequired
  Amount in the lowest monetary value (in the US, this is cents).
- CurrencyRequired
- Line Item Name
  Either Line Item Name or Catalog Item Variation ID is required.
- Catalog Item Variation ID
  Either Line Item Name or Catalog Item Variation ID is required.
- Pickup
  Only Shipment orders are supported at this time.
- Display Name
  Provide either this field or Customer ID.
- 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
  Choose a discount type to enter discount details.
- Name
  Required if including discounts
- Percentage
  Required if Fixed Percentage was selected above.
- Amount Discounted
  Required if Fixed Amount was selected above. Amount in the lowest monetary value (in the US, this is cents).
- Discount Currency
  Required if Fixed Amount was selected above.
- Name
  Required if a tax is included
- Percentage
  Required if a tax is included
- 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
  Any other info you want to note about this customer.
- Company
- Nickname
- Reference ID
  An optional second ID you can set to associate the customer with an entity in another system.
- Birthday
Action
Write
- Field Help
  If all the below fields are empty, the most recently created customer will be returned. If more than one customer is found, the most recently created customer will be returned. If more than one field is used, a customer must match all fields.
- Email Address
- Phone Number
  Phone number must be in E164 format with a leading + sign and country code. For example, +12061112222 or +0012061112222.
- Reference ID
Action
Search
- LocationRequired
  Only Active locations listed.
- Field Help
  If all the below fields are empty, the most recently created order will be returned.
- Customer
- Fulfillment State
- Status
Action
Search
- LocationRequired
  Only Active locations listed.
- Field Help
  If all the below fields are empty, the most recently created order will be returned.
- Customer
- Fulfillment State
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
  Must be 30 characters or less
- Quantity
  Required if line items are added
- Amount
  Required if line items are added
- Currency
  Required if line items are added
- Catalog Item Variation ID
- Note
- Unique Identifier
  Must contain only alphanumeric characters, dots, underscores, and hyphens.
- Amount Discounted
  Required if discounts are included unless a percent is specified below
- Amount Discounted Currency
  Required if an amount is specified above
- Name
  Required if including discounts
- Percentage
  Required if discounts are included unless an above amount is specified
- Type
- Unique Identifier
  Must contain only letters, numbers, dots, underscores, and hyphens.
- Name
  Required if a tax is included
- Percentage
  Required if a tax is included
- Type
- Unique Identifier
  Must contain only alphanumeric characters, dots, underscores, and hyphens.
Action
Search or write

How to connect Square + Filter by Zapier

Step 1: Authenticate Square and Filter by Zapier.
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.

Connect apps

Connect Square + Filter by Zapier

Square Tutorials

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

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories

Get started for free

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Square + Filter by Zapier Integrations

Add transactions in Wave for new Square sales

Send email requests via TrueReview when new transactions are captured with Square

Log new customers on Square as offline conversions in Google Ads

Issue referral bonuses in GeniusReferrals for new Square orders

Add transactions in Wave for new Square sales

Send email requests via TrueReview when new transactions are captured with Square

Log new customers on Square as offline conversions in Google Ads

Issue referral bonuses in GeniusReferrals for new Square orders

Connect your apps and automate workflows

Do Even More with Square + Filter by Zapier

Add transactions in Wave for new Square sales

Send email requests via TrueReview when new transactions are captured with Square

New Appointment

New Customer

New Order

LocationRequired

Order Status

Add Customer to Group

Customer IDRequired

GroupRequired

Change Inventory

Inventory Change TypeRequired

LocationRequired

Catalog ObjectRequired

QuantityRequired

Ignore unchanged counts

Create Invoice

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

Refund Payment

PaymentRequired

Refund amount

Reason

Team member

Send Invoice

Help Text

LocationRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Service

Field Help

Text Filter

Location

Find Customer

Field Help

Email Address

Phone Number

Reference ID

First Name

Last Name

Country

Street Address

Apt./Suite

City

State

ZIP

Other

Company

Nickname

Only continue if...

Only continue if...Required

New Catalog Item

Item Type