
When this happens...
New Customer Created
New Payment Created
Payment Updated
Order Updated
Customer Updated
Refund Created
Invoice Payment Made
New Subscription Created
Customer Deleted
Location Updated
New Location
New Order
Order Fulfillment Updated
New Order Fulfillment

Automatically do this!
Get Task
Create Task
Search Tasks
Create Message
Create List
List all Lists
List all Tasks
List all Field Templates
List all Users
List all Groups
Create Team
Update List
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created.
Triggers when a new payment is created.
Triggers when a payment is updated.
Triggers when a order is updated.
Triggers when a customer is updated.
Triggers when a refund is created.
Action is the task that follows automatically within your Square integrations.
Update an existing customer
Add a customer to a specified group
Create a new customer
Search for a customer by email, phone, company or name.
Removes a customer from a group.
Create a new customer group.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Square and Height accounts to viaSocket. Once connected, you can set up a workflow where an event in Square triggers actions in Height (or vice versa).
Absolutely. You can customize how Square data is recorded in Height. This includes choosing which data fields go into which fields of Height, setting up custom formats, and filtering out unwanted information.
The data sync between Square and Height typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Square and Height. 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 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.
Learn MoreHeight is a versatile project management tool designed to streamline team collaboration and task management. It offers features such as task tracking, real-time collaboration, and customizable workflows to enhance productivity and efficiency in project execution.
Learn More