Automate Square & Monday

Stop paying for mismatched spreadsheets. Sync data between Square and Monday in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Square"]
        T1(["Completed Payment"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Monday"]
        A1(["Archive Board"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Square transactions occur, the sales data generated is not automatically reflected in Monday. This results in the finance team manually entering transaction details into Monday, leading to potential errors in revenue reporting. For instance, if a payment is processed for a project, but the corresponding task in Monday is not updated, the project manager may misallocate resources or miss deadlines due to inaccurate financial visibility.

Top Ways to Automate Square & Monday

Automated Sales Tracking: Instantly sync sales transactions from Square to Monday, ensuring that project timelines and budgets reflect real-time financial data, eliminating discrepancies and enhancing decision-making.
Streamlined Task Management: Automatically create tasks in Monday based on Square sales activity, allowing project managers to allocate resources efficiently and prioritize work based on current sales performance.
Real-Time Reporting: Generate comprehensive reports that combine data from both Square and Monday, providing insights into sales trends and project progress, enabling data-driven strategies for growth.

How to Build the Square → Monday Sync

Set up a webhook in Square to listen for the 'payment.completed' event. This will trigger whenever a payment is successfully processed.
Configure the webhook to send a payload containing relevant data such as 'transaction_id', 'amount', 'currency', and 'customer_email' to your designated endpoint.
On your server, create an endpoint (e.g., /api/square/payment) that receives the webhook payload from Square.
Extract the necessary fields from the Square payload: 'transaction_id', 'amount', 'currency', and 'customer_email'.
Use the Monday REST API to insert a new item into the relevant board. Make a POST request to the endpoint /v2/items with the extracted data, ensuring to map 'transaction_id' to a custom column for tracking.
In the POST request body, include the 'amount' in a designated column, 'currency' for reference, and 'customer_email' for customer tracking.

Developer Warnings & API Gotchas

Ensure that the data types for 'amount' in Square (usually a float) match the expected type in Monday; mismatches can lead to failed inserts.
Be cautious with the 'transaction_id' mapping; if it is not unique per project, it can cause confusion in tracking multiple payments for the same project.
Monitor the payload size from Square; if it exceeds the limit set by your server, you may need to truncate or filter the data before processing.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Square... Completed Payment

Do this in Monday Archive Board
When this happens in Square... Fetch Custom Actions

Do this in Monday Archive Group
When this happens in Square... Item Variation

Do this in Monday Archive Item
When this happens in Square... List Appointment Service

Do this in Monday Create Board
When this happens in Square... Locations

Do this in Monday Create Column

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I can see you're looking at mapping Square to Monday. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?