Square
In-person and online payments with Square. Agents look up customers, payments and orders, refund payments, and draft and publish Square invoices.
- Category
- Payments & accounting
- Ways to connect
- 2
- Actions for agents
- 11
- Triggers
- 0
Ways to connect
A company admin connects Square from the Integrations page in Everdeck. Keys, tokens and secrets are encrypted before they're stored, and the connection's Test button checks it works before any agent uses it.
Every way in uses an app you create with Square, so access stays under your control. The setup guide walks you through it.
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Personal access token API key
Copy a key or token from Square and paste it into Everdeck.
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Your Square app (OAuth) Your OAuth app
Create an OAuth app of your own with Square, paste its client ID and secret into Everdeck, then sign in to Square and approve access. Access runs through your own app, never one Everdeck shares with other customers.
What agents can do with Square
An agent can only use the actions its charter grants. Each action has a risk tier, and the tier decides whether it runs on its own, asks first or always asks a person.
Runs on its own 9
Looking things up, writing to Everdeck's own records and changes one step can undo. Once an agent's charter grants one of these, it runs without asking, unless you set it to Ask first in the charter or one of your approval rules covers it.
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List locations Tier 0 · Read Outside content
List the business's locations with id, name, status, currency and time zone. Orders, invoices and payment lists are per location.
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Search customers Tier 0 · Read Outside content
Find customer profiles by email (fuzzy), phone (fuzzy), your reference id (exact) or creation time. With no filter, returns all customers alphabetically. Up to 100 per page.
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Create a customer Tier 2 · Reversible Outside content
Add a customer profile. Square does not block duplicates, so search by email first. Provide at least one of given_name, family_name, company_name, email or phone.
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Update a customer Tier 2 · Reversible Outside content
Change a customer's name, email, phone, reference id, note or address. Send only what changes.
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List payments Tier 0 · Read Outside content
List card and other payments, newest first, for a time range (default the last year) at one location (default the main one). Filter by exact total (smallest currency unit), card last 4 or brand. Use the id with refund_payment.
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Search orders Tier 0 · Read Outside content
Search orders at up to 10 locations by state (OPEN, COMPLETED, CANCELED, DRAFT), customer or update time, newest updated first. Shows line items, totals and the payments (tenders) for each.
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Search invoices Tier 0 · Read Outside content
List Square invoices for one location, optionally one customer, newest first. Status shows DRAFT, UNPAID, SCHEDULED, PARTIALLY_PAID, PAID, CANCELED and so on; public_url is the payment page.
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Draft an invoice Tier 2 · Reversible Outside content
Create a draft invoice for a customer with line items, due on one date and payable by card on Square's hosted page. Nothing is sent until publish_invoice. Prices are in the smallest currency unit.
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Search catalog items Tier 0 · Read Outside content
Find items and their variations by name, SKU or description, with variation ids and prices. Use a variation id as catalog_object_id on invoice line items.
Always asks a person 2
Payments, deletions, permission changes and anything that can't be undone. A person approves every use, and no charter or approval rule can switch that off.
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Refund a payment Tier 4 · Money or irreversible Outside content
Refund all or part of a completed payment back to the original card or method. amount is in the smallest currency unit and cannot exceed what is left unrefunded. Refunds start PENDING and complete asynchronously.
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Send an invoice Tier 4 · Money or irreversible Outside content
Publish a draft invoice: Square emails or texts it to the customer with a payment link (or, for SHARE_MANUALLY, just creates the link), or schedules it. Needs the invoice's current version.
Actions marked Outside content return what people outside your company may have written, such as emails or comments. Agents treat it as information to check, never as instructions.
What can start work
Nothing in Square starts agent work by itself. Agents use it while they work on tasks from the board, from other agents or from the sources on the Intake page.
Work an agent can take on
Examples for apps in Payments & accounting. What an agent does with Square depends on the actions you grant it.
- Draft invoices for a person to check and send.
- Find unpaid invoices and list them for follow-up.
- Sum up balances and recent transactions in a weekly report.
Set it up
The Square setup guide walks through each way to connect: what to set up first and the fields to fill in.
Square is a separate service with its own terms. Everdeck isn't affiliated with or endorsed by it.
Your company, always on deck.
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