Square Integration — Automate Square with AI on Beauto

Square provides payment processing, POS systems, invoicing, and e-commerce tools, enabling sellers to accept card payments and manage their business

Category: payment processing, ecommerce · 122 actions available

What you can automate with Square

Beauto connects Square with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Square events, enrich Square data with AI, or sync Square with the rest of your stack — without writing code.

  • Sync Square data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
  • Trigger AI agents on new Square events and route the output anywhere
  • Schedule recurring Square tasks — daily reports, cleanups, or bulk updates
  • Use natural language to describe the workflow; Beauto builds it for you

Square actions Beauto supports

  • Accept Dispute — Accept a dispute and acknowledge liability, returning funds to the cardholder. When you accept a dispute, Square debits the disputed amount from your account and updates the dispute state to ACCEPTED. This action is irre
  • Add Group to Customer — Tool to add a customer to a customer group. Use when you need to associate a customer with a specific group for targeted marketing, loyalty programs, or customer segmentation.
  • Calculate Order — Tool to preview order pricing without creating an order. Use when you need to calculate the total cost, taxes, discounts, and other pricing details for an order before finalizing it. Particularly useful for integrating r
  • Cancel Invoice — Cancels a Square invoice, preventing further payments from being collected. Requirements: - Invoice must be in SCHEDULED, UNPAID, or PARTIALLY_PAID state - Cannot cancel invoices in DRAFT state or terminal states (PAID,
  • Cancel Payment — Cancels (voids) a payment that is in APPROVED status. This is typically used in delayed capture scenarios where a payment was authorized but not yet captured, allowing you to void the authorization before settlement. Imp
  • Create Bulk Customers — Tool to create multiple customer profiles in a single request. Use when you need to efficiently create up to 100 customers at once. Each customer is identified by a unique idempotency key.
  • Create Card — Tool to create a card on file. Use when you need to securely store a customer's card for future payments. Requires a valid nonce or payment ID.
  • Create Customer — Tool to create a new customer profile in Square. Use when you need to add a customer to the Square account. At least one of given_name, family_name, company_name, email_address, or phone_number is required.
  • Create Customer Custom Attribute Definition — Tool to create a customer-related custom attribute definition. Use when you need to define a new custom attribute that can be applied to customer profiles. Custom attributes allow storing additional structured data on cu
  • Create Customer Group — Tool to create a new customer group for a business. Use when you need to organize customers into groups for targeted marketing or segmentation.
  • Create Dispute Evidence File — Tool to upload a file as dispute evidence. Use when you need to attach supporting documents (PDF, image, etc.) to an existing dispute. Use after creating or retrieving a dispute.
  • Create Dispute Evidence Text — Upload text evidence for a dispute challenge. Use this to submit textual information (up to 500 characters) that supports your case in a payment dispute. After uploading all evidence, you must call SubmitEvidence to fina
  • Create Invoice Attachment — Upload and attach a file to a Square invoice. Use this action to add supplementary documents (receipts, contracts, supporting documentation) to an existing invoice. Attachments can only be added to invoices in DRAFT, SCH
  • Create Location — Tool to create a new business location in a Square account. Use when you need to add a new physical or mobile location for the merchant.
  • Create Location Custom Attribute Definition — Tool to create a location-related custom attribute definition. Use when you need to define new custom attributes for Square location objects to store additional business-specific data.
  • Delete Customer — Tool to delete a Square customer profile. Use when you need to permanently remove a customer record from Square.
  • Delete Customer Custom Attribute — Tool to delete a custom attribute from a customer profile. Use when you need to remove custom data associated with a specific customer. Requires the CUSTOMERS_WRITE OAuth permission scope.
  • Delete Customer Custom Attribute Definition — Tool to delete a customer-related custom attribute definition. Use when you need to remove a custom attribute definition that is no longer needed. This action requires CUSTOMERS_WRITE permission.
  • Delete Customer Group — Tool to delete a customer group by its ID. Use when you need to permanently remove a customer group from Square.
  • Bulk Delete Customers — Tool to bulk delete customer profiles from Square. Use when you need to delete multiple customer profiles at once (1-100 customers per request). Each successful deletion returns an empty object; failed deletions include
  • Delete Dispute Evidence — Removes a specific piece of evidence from a dispute. Evidence that is removed will NOT be sent to the bank. This action requires the DISPUTES_WRITE permission scope. Important: You CANNOT remove evidence after it has bee
  • Delete Invoice — Tool to delete a Square invoice (only DRAFT invoices can be deleted).
  • Delete Invoice Attachment — Tool to delete an attachment from a Square invoice. Endpoint: DELETE /v2/invoices/{invoice_id}/attachments/{attachment_id}
  • Delete Location Custom Attribute — Tool to delete a custom attribute from a location. Use when you need to remove custom data associated with a specific business location. Requires the MERCHANT_PROFILE_WRITE OAuth permission scope.
  • Delete Location Custom Attribute Definition — Tool to delete a location-related custom attribute definition. Once deleted, the custom attribute definition cannot be used to add custom attributes to locations. Use when you need to remove obsolete or incorrect custom
  • Delete Locations Custom Attributes (Batch) — Tool to delete custom attributes from multiple locations in a single batch request. Use when you need to remove custom metadata from multiple business locations efficiently. To delete custom attributes owned by other app
  • Delete Merchant Custom Attribute — Tool to delete a custom attribute from a merchant profile. Use when you need to remove custom data associated with a specific merchant. Requires the MERCHANT_PROFILE_WRITE OAuth permission scope.
  • Delete Merchant Custom Attribute Definition — Tool to delete a merchant-related custom attribute definition. Once deleted, the custom attribute definition cannot be used to add custom attributes to merchants. Use when you need to remove obsolete or incorrect custom
  • Delete Merchants Custom Attributes (Batch) — Tool to delete custom attributes from multiple merchants in a single batch request. Use when you need to remove custom metadata from merchant profiles efficiently. To delete custom attributes owned by other applications,
  • Delete Webhook Subscription — Permanently deletes a webhook subscription by its ID. Once deleted, the subscription will no longer receive event notifications. This action cannot be undone. Note: Webhook subscriptions are application-level resources a
  • Get Business Booking Profile — Tool to retrieve the business booking profile for a Square merchant via GraphQL. Use when you need to check if bookings are enabled, view cancellation policies, or access booking configuration settings. This is an alpha
  • Get Current Merchant — Tool to retrieve merchant information associated with the access token using Square's GraphQL API. Use when you need to obtain the merchant ID required for other GraphQL queries, or to get merchant details like business
  • Get Customer Custom Attribute — Retrieves a custom attribute from a customer profile in Square. Use this when you need to access specific custom data associated with a customer, such as preferences, external IDs, or other merchant-defined information.
  • Get Customer Custom Attribute Definition — Tool to retrieve a customer-related custom attribute definition from Square. Use when you need to fetch the schema, visibility, or metadata of a specific custom attribute definition by its key.
  • Get Customers via GraphQL — Tool to retrieve customer profiles from Square Customer Directory using GraphQL API. Use when you need to fetch customer information including name, contact details, and profile data for a specific merchant. Requires mer
  • Get Dispute Evidence — Retrieves detailed information about a specific piece of evidence that was uploaded for a dispute. Use this action to: - Get metadata about evidence (file details, upload time, evidence type) - Verify evidence was upload
  • Get Invoice — Retrieves detailed information about a specific Square invoice by its ID. Returns the complete invoice object including payment requests, recipient details, accepted payment methods, custom fields, attachments, and curre
  • Get Merchant — Tool to retrieve detailed information about a specific Square merchant by ID. Use when you need to fetch merchant profile data including business name, country, currency, and main location ID. Use 'me' as the merchant_id
  • Get Online Checkout Location Settings — Tool to retrieve location-level settings for Square online checkout. Use when you need to get checkout configuration including customer notes, policies, branding, and tipping options for a specific location.
  • List Channels — Tool to list requested channels from Square. Use when you need to retrieve channel information for a specific reference type, reference ID, or status.

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