Docs

Automate tasks across Salesforce with Square

We work with you to understand your business processes, and automate all work between Salesforce and Square.

Talk to our team

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Salesforce and Square.

Update Square customers with new Salesforce recordsGet Started
Update Square customers when Salesforce records have updated fieldsGet Started
Create Salesforce records for new Square ordersGet Started
Create Salesforce records for new Square paymentsGet Started
Update Salesforce records with new Square customersGet Started
Add new Square payments as leads to Salesforce campaignsGet Started

Every action you need

Your company can interact with Salesforce and Square using our 22 actions.
Can’t find what you need? Let us know.

Create RecordCreateCreate record in Salesforce.
Find Order by OrderNumberGet the ID for a single Order object by its Order Number
Find Product Offer by Product CodeRun a find product offer by product code action in Salesforce.
Query Order Items (test)Run a query order items (test) action in Salesforce.
Query (SOQL)ReadUse raw SOQL syntax to Query your Salesforce Org.
Update Order ItemsUpdate order items in Salesforce.
Create CustomerCreateCreate customer in Salesforce.
Create Order ItemCreateCreate order item in Salesforce.
Create OrderCreateCreate order in Salesforce.
Get Fulfillment OrdersReadRun a get fulfillment orders action in Salesforce.
Get Order Delivery GroupReadRun a get order delivery group action in Salesforce.
Get Order Delivery MethodReadRun a get order delivery method action in Salesforce.
Create ProductCreateCreate product in Salesforce.
Update ProductCreateUpdate product in Salesforce.
Get Contact by EmailReadRun a get contact by email action in Salesforce.

Frequently Asked Questions

Common questions about working with MindCloud on your Salesforce and Square integration.

Apps are the systems your business runs on, like Salesforce and Square. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.