Optix + Square

Create paid orders in Square for new product sales in Optix

Promote efficiency in your business workflows with this effective automation that links your Optix and Square apps. When a new product is sold in Optix, it instantly triggers the creation of a paid order in Square. By streamlining your sales and order process, this automation helps you maintain accurate records, thereby saving time and attaining a seamless business operation.

When this happens...
New Product Sale
Triggers when a new product sale is made
TriggerInstant
automatically do this!
Create Paid Order
Creates an externally paid and completed order.
ActionWrite

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Supported triggers and actions

- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- OrganizationRequired
- EmailRequired
- First Name
- Last Name
- Phone Number
- Billing > Tax Number
- Billing > Street
- Billing > City
- Billing > Country
- Billing > ZIP / Postal Code
- Billing > Additional Notification Email
- Send Welcome Email
Action
Write
New Appointment
Triggers when a new appointment is created.
Trigger
Polling
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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

- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
Try It
- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- VenueRequired
Trigger
Instant
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- OrganizationRequired
- Task IDRequired
Action
Write
- 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

About Optix

Optix empowers today’s leading coworking operators to succeed with a design-led and easy-to-use technology platform.

Learn more

Related categories

Scheduling & Booking

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

Related categories

Similar apps

Related Zap Templates

Add new Square customers to Optix as users instantly

Related Zap Templates

Add new Square customers to Optix as users instantly

Optix + Square

Create paid orders in Square for new product sales in Optix

Assignment Canceled

New Assignment

New Issue

Booking Canceled

New Booking

New Member

New Plan Subscription

New Invoice Payment

Plan Subscription Ending Soon

Task Created

Add User to Optix

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

Assignment Changed

Plan Subscription Canceled

New Lead

Booking Changed

New Check-In

New User Support Request

New Team Member

Plan Subscription Changed

New Product Sale

Team Member Deleted

Complete Task in Optix

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

About Optix

Related categories

About Square

Related categories

Similar apps

PayPal

Shopify

Epos Now

Related Zap Templates

Related Zap Templates