Bring Square activity into Coherence
Start from a supported Square event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Order
Finishes with
Create or update a Coherence record
Square
Payment solutions for every business
Square currently provides 7 triggers that can start a workflow. Use those building blocks to connect customer and order activity to the relationship record behind it.
E-commerce7 triggers
Triggers
(7)New Order
Triggered when a new order is created
Order Updated
Triggered when an order is updated
New Customer
Triggered when a customer is created
Customer Updated
Triggered when a customer is updated
New Appointment
Triggered when a new appointment is created
New Payment
Triggered when a new payment is created
New Invoice
Triggered when a new invoice is created
What can you automate with Square and Coherence?
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Connect Square to the wider customer workflow
Combine Square with another integration and Coherence records to connect customer and order activity to the relationship record behind it.
Starts with
New Order
Finishes with
Route the result to the next connected tool
How to connect Square
The exact authentication fields depend on Square. The workflow structure stays straightforward:
1
Connect the account
Authorize the Square account and permissions the workflow needs.
2
Choose a supported step
Select one of the current triggers or actions listed above and map its fields.
3
Test with a real record
Run a small test, inspect the result in both systems, and only then enable the workflow.
Related integrations for the same workflow
Explore apps that share a category with Square or provide a complementary trigger or action.
Square integration questions
What can I automate with the Square integration?
Square currently provides 7 triggers that can start a workflow. Use those building blocks to connect customer and order activity to the relationship record behind it.
How many Square triggers and actions are available?
Square currently lists 7 triggers and 0 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Can Square connect to other apps through Coherence?
Yes. A workflow can combine supported Square triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
Do I need to write code to connect Square?
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
Ready to connect Square?
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