MaintainX + Square

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

Streamline your invoicing process with this MaintainX to Square workflow. Whenever a work order status changes in MaintainX, an invoice will be instantly created in Square. This keeps your billing in line with your work progress and saves valuable administration time. Don't let manual data entry slow you down, let this workflow handle it for you.

When this happens...
Work Order Status Change
Triggers when a work order status is changed.
TriggerInstant
automatically do this!
Create Invoice
Triggers when a new invoice is added.
ActionWrite

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Supported triggers and actions

- One of Categories
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
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- One of Statuses
- Show costs on Work Order event
- Show Time entries on Work Order event
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
Polling
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- LocationRequired
Trigger
Polling
Try It

- Location
Trigger
Polling
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
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- LocationRequired
- Order Status
Trigger
Polling
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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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.

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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