Only Active locations listed.

The order must be open to create an invoice (Must select a location first).

The customer who receives the invoice. This customer data is displayed on the invoice and used by Square to deliver the invoice.

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.

Max length: 65536 characters.

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.

A completed payment to apply the refund (Your account must have at least one completed payment to set this Action).

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.

A description of the reason for the refund.

An optional team member to associate with this refund

Determines which App Extensions will appear in the dropdown below.

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.

Phone number must be in E164 format with a leading + sign and country code. For example, +12061112222 or +0012061112222.

Only Active locations listed.

If all the below fields are empty, the most recently created order will be returned.

Only Active locations listed.

If all the below fields are empty, the most recently created order will be returned.

Must be 30 characters or less

Required if line items are added

Required if line items are added

Required if line items are added

Must contain only alphanumeric characters, dots, underscores, and hyphens.

Required if discounts are included unless a percent is specified below

Required if an amount is specified above

Required if including discounts

Required if discounts are included unless an above amount is specified

Must contain only letters, numbers, dots, underscores, and hyphens.

Required if a tax is included

Required if a tax is included

Must contain only alphanumeric characters, dots, underscores, and hyphens.

(Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)

Important

If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.

For the "New Email Matching Search" Gmail trigger, please add label:inbox to the end of your "Search String."

For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select INBOX for the "Label/Mailbox" field.

If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.

Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Select an email address or alias from your Gmail Account. Defaults to the primary email address.

Customize the from name (but must be sent via the email address you connected).

Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.

A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.

Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Select an email address or alias from your Gmail Account. Defaults to the primary email address.

Specify a single reply address other than your own.

If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.

Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.

A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.

Important

If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.

For the "New Email Matching Search" Gmail trigger, please add label:inbox to the end of your "Search String."

For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select INBOX for the "Label/Mailbox" field.

If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.

Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Select an email address or alias from your Gmail Account. Defaults to the primary email address.

Specify a single reply address other than your own.

If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.

A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.

This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.

Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Select an email address or alias from your Gmail Account. Defaults to the primary email address.

Specify a single reply address other than your own.

If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.

Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.

A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.

Provide either this field or Display Name.

Reference to associate an entity in another system with this order.

Used to notify the buyer of payment.

The type of external payment received. Currently only external payments are supported.

An optional note to be included with the payment of the order.

Amount in the lowest monetary value (in the US, this is cents).

Either Line Item Name or Catalog Item Variation ID is required.

Either Line Item Name or Catalog Item Variation ID is required.

Only Shipment orders are supported at this time.

Provide either this field or Customer ID.

Choose a discount type to enter discount details.

Required if including discounts

Required if Fixed Percentage was selected above.

Required if Fixed Amount was selected above. Amount in the lowest monetary value (in the US, this is cents).

Required if Fixed Amount was selected above.

Required if a tax is included

Required if a tax is included

API docs for Square are located here https://docs.connect.squareup.com/api/connect/v2

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

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.

If all the below fields are empty, the most recently created appointment service will be returned.

This will return appointment service variations that include this text in their name, description, or abbreviation.

Select a location that offers the service. Only Active locations listed.

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.

Phone number must be in E164 format with a leading + sign and country code. For example, +12061112222 or +0012061112222.

An optional second ID you can set to associate the customer with an entity in another system.

Any other info you want to note about this customer.

This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or subject:dinner label:my-family. Learn more.

By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include in:inbox.

This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or in:inbox subject:dinner label:my-family. Learn more.

Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.

Select an email address or alias from your Gmail Account. Defaults to the primary email address.

Customize the from name (but must be sent via the email address you connected).

Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.

A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.

Can have parents via a simple forward slash syntax: "Parent/Child"

This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.