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Integrations · E-commerce

Connect Square to Coherence.

Payment solutions for every business. 7 triggers can start a Coherence workflow.

New OrderCreate a Coherence record
Order UpdatedUpdate a Coherence record

TRIGGERS AND ACTIONS

Everything Square can do in a workflow.

Triggers start a workflow when something happens in Square. Coherence steps and other apps do the rest.

Triggers · 7New OrderOrder UpdatedNew CustomerCustomer UpdatedNew AppointmentNew PaymentNew Invoice

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Square.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Bring Square activity into CoherenceStart 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
or Order Updated
Finishes with · Create or update a Coherence record
Connect Square to the wider customer workflowCombine Square with another integration and Coherence records to connect customer and order activity to the relationship record behind it.
Starts with · New Order
or Order Updated
Finishes with · Route the result to the next connected tool

SET UP

How to connect Square.

The exact authentication fields depend on Square. The workflow structure stays straightforward.

1Connect the accountAuthorize the Square account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Square or provide a complementary trigger or action.

QUESTIONS

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, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names 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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