Integrate Square with Retently

Trigger NPS/CSAT surveys after appointments or invoice payments, sync customer contact and transaction data to maintain updated profiles, and use feedback scores to enhance customer service strategies.

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About Square

Square provides tools for managing business operations, including appointment scheduling, customer management, and invoicing.

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Square to Retently

1

New Appointment

Triggers when a new appointment is created.
2

New Customer

Triggers when a new customer is created.
3

New Order

Triggers when a new order is processed.
4

New Catalog Item

Triggers when a new catalog item is created.
5

New Invoice

Triggers when a new invoice is added.
6

New Payment

Triggers when a new payment is created.
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Retently to Square

1

Add Customer to Group

Adds a customer to a group.
2

Change Inventory

Adjusts an inventory or changes its physical count.
3

Create Invoice

Creates a new draft invoice for an order.
4

Refund Payment

Refunds a completed payment.
5

Send Invoice

Sends an existing draft invoice.
6

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
7

Find Customer

Finds a customer based on email, phone number, or reference ID.
8

Find Service

Finds a service.
9

Find Customer

Find a customer; optionally, create one if none are found.
10

Create Appointment

Creates a new appointment.
11

Create Customer

Creates a customer.
12

Create Paid Order

Creates an externally paid and completed order.
13

Remove Customer From Group

Removes a customer from a group.
14

Update Customer

Updates a customer.
15

Find Order by ID

This action retrieves the details of a specific order from Square using the order ID.
16

Find Customer by ID

Finds a customer based on their unique Square ID.
17

Find Order

Finds an order based on customer, fulfillment status, or order state.
18

Find Order

Find an order; optionally, create one if none are found.

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