Connect Square and Alteryx to Build Intelligent Automations

Choose a Trigger

Square

When this happens...

Choose an Action

Alteryx

Automatically do this!

Enable Integrations or automations with these events of Square and Alteryx

Enable Integrations or automations with these events of Square and Alteryx

Triggers

New Customer Created

New Customer Created

Triggers when a new customer is created.

New Payment Created

New Payment Created

Triggers when a new payment is created.

Payment Updated

Payment Updated

Triggers when a payment is updated.

Order Updated

Order Updated

Triggers when a order is updated.

Customer Updated

Customer Updated

Triggers when a customer is updated.

Refund Created

Refund Created

Triggers when a refund is created.

Actions

Update a Customer

Update a Customer

Update an existing customer

Add customer to a group

Add customer to a group

Add a customer to a specified group

Create Customer

Create Customer

Create a new customer

Find Customer

Find Customer

Search for a customer by email, phone, company or name.

Remove Customer From Group

Remove Customer From Group

Removes a customer from a group.

Create Customer Group

Create Customer Group

Create a new customer group.

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Frequently Asked Questions

How do I start an integration between Square and Alteryx?

To start, connect both your Square and Alteryx accounts to viaSocket. Once connected, you can set up a workflow where an event in Square triggers actions in Alteryx (or vice versa).

Can we customize how data from Square is recorded in Alteryx?

Absolutely. You can customize how Square data is recorded in Alteryx. This includes choosing which data fields go into which fields of Alteryx, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Square and Alteryx?

The data sync between Square and Alteryx typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Square to Alteryx?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Square and Alteryx?

Yes, you can set conditional logic to control the flow of data between Square and Alteryx. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Square

About Square

Square is a comprehensive platform that offers a range of tools and services for businesses, primarily focusing on payment processing, point-of-sale solutions, and financial services.

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Alteryx

About Alteryx

Alteryx is a leading platform for data blending and advanced analytics, empowering data analysts and scientists to easily prepare, blend, and analyze data from various sources. With its intuitive drag-and-drop interface, Alteryx simplifies complex data processes, enabling users to generate insights and make data-driven decisions efficiently.

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