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Sharepoint + Square Integrations

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Connect Sharepoint to Square
Example screenshots
Example workflows
Triggers and actions
Sharepoint + your other apps
Square + your other apps
FAQ

Sharepoint + Square integrations

Sharepoint > Square

Trigger

Last triggered

List item added

Create customer

Overview

Connect Sharepoint to Square in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Sharepoint, Square, and many other popular SaaS applications.

Check below for example workflows using Sharepoint and Square, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Sharepoint and Square integrations in Relay.app

Use any of these Square actions in your Relay.app workflows.

Preview of Use Relay.app's Square integrations to trigger actions across your apps

Use any of these Square actions in your Relay.app workflows.

Use Relay.app's Square integrations to trigger actions across your apps

Example Sharepoint + Square workflows

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Automatically create customer in Square for each list item added in Sharepoint

Try it

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Move drive item to folder automatically in Sharepoint for each booking added in Square

Try it

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Update customer automatically in Square for each drive item added in Sharepoint

Try it

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Automatically copy drive item in Sharepoint for each catalog entry added in Square

Try it

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Upload drive item automatically in Sharepoint for each customer added in Square

Try it

Sharepoint Triggers

Drive item

edit

Drive item changed

target

Drive item first meets conditions

add

New drive item added

List item

edit

List item changed

target

List item first meets conditions

add

New list item added

Square Actions

Catalog entry

Find catalog entry(ies)

Customer

group_add

Add customer to group

add

Create customer

Find customer(s)

group_remove

Remove customer from group

edit

Update customer

Customer group

add

Create customer group

Find customer group(s)

edit

Update customer group

Invoice

Find invoice(s)

Location

Find location(s)

Merchant

Find merchant(s)

Order

Find order(s)

Payment

Find payment(s)

Square Triggers

Booking

edit

Booking changed

target

Booking first meets conditions

add

New booking added

Catalog entry

edit

Catalog entry changed

target

Catalog entry first meets conditions

add

New catalog entry added

Customer

edit

Customer changed

target

Customer first meets conditions

add

New customer added

Invoice

edit

Invoice changed

target

Invoice first meets conditions

add

New invoice added

Order

add

New order added

edit

Order changed

target

Order first meets conditions

Payment

add

New payment added

edit

Payment changed

target

Payment first meets conditions

Sharepoint Actions

Document library

Find document library(ies)

Drive item

content_copy

Copy drive item

Find drive item(s)

Find file in folder

move_up

Move drive item to folder

edit

Rename drive item

edit

Update drive item

upload_file

Upload drive item

Folder

add

Create folder

Find folder(s)

move_up

Move folder to folder

edit

Rename folder

List

add

Create list

Find list(s)

List item

add

Create list item

Find list item(s)

edit

Update list item

Site

Find site(s)

Create your own Sharepoint + Square integration

Select a trigger in Sharepoint

Select an action in Square

Create your workflow

Or automate Square + Sharepoint

Select a trigger in Square

Select an action in Sharepoint

Create your workflow

Connect Sharepoint to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Square to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Sharepoint to Square with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Sharepoint or Square to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Sharepoint and Square to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Sharepoint to Square?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Sharepoint and Square—give it a try and let us know what you think.

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Screenshot showing how to test a step in an automated workflow in Relay.app

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