Create integrations between Square and MyDocSafe
Create a Folder in Mydocsafe when New Customer Created in Square
Create a Portal in Mydocsafe when New Customer Created in Square
Create a Portal Group in Mydocsafe when New Customer Created in Square
Create a Folder in Mydocsafe when New Payment Created in Square
Create a Portal in Mydocsafe when New Payment Created in Square
Create a Portal Group in Mydocsafe when New Payment Created in Square
Create a Folder in Mydocsafe when Payment Updated in Square
Create a Portal in Mydocsafe when Payment Updated in Square
Create a Portal Group in Mydocsafe when Payment Updated in Square
Create a Folder in Mydocsafe when New Order in Square
Actions and Triggers
When this happensTriggers
New Customer Created
Triggers when a new customer is created.
New Payment Created
Triggers when a new payment is created.
Payment Updated
Triggers when a payment is updated.
New Order
Triggers when a order is created.
Order Updated
Triggers when a order is updated.
Customer Updated
Triggers when a customer is updated.
Do thisActions
Update a Customer
Update an existing customer
Add customer to a group
Add a customer to a specified group
Create Customer
Create a new customer
Remove Customer From Group
Removes a customer from a group.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
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Frequently Asked Questions
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.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn More
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