Payfunnels + Square

Update customers in Square when payments are successful in Payfunnels

Keep your customer data in Square up-to-date with this efficient workflow. Whenever a new payment is successfully processed in Payfunnels, this automation immediately updates the corresponding customer information in Square. It ensures your records are always accurate, saving you time from manual data entry and enabling better customer service.

When this happens...
Payment Successful
Triggers when a payment succeeded.
TriggerInstant
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Update Customer
Updates a customer.
ActionWrite

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Supported triggers and actions

First Recurring Payment
Triggers when the First payment of recurring subscription is successfully paid.
Trigger
Instant
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Invoice Deleted
Triggers when invoice deleted.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
Payment Successful
Triggers when a payment succeeded.
Trigger
Instant
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- IdRequired
- AmountRequired
- ReasonRequired
Action
Write

- Page
- Limit
- Email
Action
Search
- Item Type
Trigger
Polling
Try It

- 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

Invoice Created
Triggers when invoice Created.
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated.
Trigger
Instant
Try It
Payment Failed
Triggers when payment failed.
Trigger
Instant
Try It
- IdRequired
- Cancellation OptionRequired
- Cancel Date
Action
Write
- Page
- Limit
- Email
Action
Search
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 Payfunnels

Payfunnels is a payment processing platform accepting recurring and one-time online payments, and even setting up payment plans to expire after a certain number of payments.

Learn more

Related categories

Payment Processing

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

Payfunnels + Square

Update customers in Square when payments are successful in Payfunnels

First Recurring Payment

Invoice Deleted

New Customer

Payment Successful

Refund a Payment

List Subscriptions

New Catalog Item

New Invoice

New Payment

Create Appointment

Create Customer

Create Paid Order

Remove Customer From Group

Update Customer

Find Order by ID

Find Customer by ID

Find Order

Find Order

Invoice Created

Invoice Updated

Payment Failed

Cancel a Subscription

List Payments

New Appointment

New Customer

New Order

Add Customer to Group

Change Inventory

Create Invoice

Refund Payment

Send Invoice

API Request (Beta)

Find Customer

Find Service

Find Customer

About Payfunnels

Related categories

About Square

Related categories

Similar apps

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