Connect Salesforce and Square integrations

Connect Salesforce and Square with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Salesforce and Square to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Trigger
Select a trigger...
Salesforce

Triggers when a bulk data job is created.

Salesforce

Triggers when a field has changed in an object.

Salesforce

Triggers when a record is created or updated in an object.

Salesforce
Square
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Action
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Square

Adds a customer to the customer's group.

Square

By default, payments are set to complete immediately after they are created. If you set autocomplete to false when creating a payment, you can complete (capture) the payment using this endpoint.

Square

Creates a new customer.

Square

Creates an Order

Square

Gets customer details.

Square

Returns payment by ID.

Square

Retrieves information about a transaction by a payment ID.

Square

Gets transaction information.

Square

Performs an arbitrary authorized API call.

Square

Updates customers details.

Square

Lists orders in batch.

Square

Lists all customers

Square

Lists payments.

Square

Lists refunds.

Square

Searches for orders.

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Build your Salesforce and Square integrations.

Create custom Salesforce and Square workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Square
Add a Customer to the Group

Adds a customer to the customer's group.

Action
Square
Complete a Payment

By default, payments are set to complete immediately after they are created. If you set autocomplete to false when creating a payment, you can complete (capture) the payment using this endpoint.

Action
Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
Square
Create a Customer

Creates a new customer.

Action
Salesforce
Create a Job

Creates a new bulk data job.

Action
Salesforce
Create a Record

Creates a new record in an object.

Action
Square
Create an Order

Creates an Order

Action
Salesforce
Delete a Record

Deletes a record.

Action
Salesforce
Download an Attachment/Document

Downloads an attachment or a document.

Action

Popular Salesforce and Square workflows.

Looking to get more out of Salesforce and Square? With Make you can visually integrate Salesforce and Square into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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