Automate Square & Notion

Stop paying for mismatched spreadsheets. Sync data between Square and Notion 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 ["Notion"]
        A1(["Add Block to Page"])
    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 needs to be captured in Notion for accurate financial tracking. Without integration, the finance team must manually enter transaction amounts, customer details, and timestamps into Notion, leading to potential errors and inconsistencies. This manual process wastes hours each week, as team members sift through Square reports to ensure all sales are recorded, creating a bottleneck in financial reporting and oversight.

Top Ways to Automate Square & Notion

Automated Sales Tracking: Instantly sync sales data from Square to Notion, allowing your team to monitor revenue trends and performance metrics in real-time without manual updates.
Streamlined Project Management: Automatically create and update project tasks in Notion based on Square transactions, ensuring that your team is always aligned with the latest sales activities and client needs.
Centralized Reporting: Generate comprehensive reports that combine sales data from Square with project insights from Notion, enabling data-driven decisions and strategic planning without the hassle of cross-referencing multiple platforms.

How to Build the Square → Notion Sync

Set up a webhook in Square to listen for the 'payment.created' event, which triggers when a new payment is successfully processed.
Configure the webhook to send a payload containing the transaction details, including 'id', 'amount', 'currency', 'customer_email', and 'created_at'.
In your server, create an endpoint to receive the webhook payload from Square. Extract the relevant data from the JSON payload.
Use the Notion API endpoint 'https://api.notion.com/v1/pages' to create a new page in your Notion database.
Format the extracted data into the required structure for Notion, including properties such as 'Transaction ID', 'Amount', 'Currency', 'Customer Email', and 'Transaction Date'.
Send a POST request to the Notion API with the formatted data to create the new entry in the database.

Developer Warnings & API Gotchas

Ensure that the 'amount' field from Square is converted to the appropriate format for Notion, as Notion expects a number type without currency symbols.
Be cautious with the 'created_at' timestamp; ensure it is formatted in ISO 8601 format before sending it to Notion to avoid errors in date representation.
Verify that the database properties in Notion match the keys used in your payload; mismatches can lead to failed API requests when attempting to create new pages.

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 Notion Add Block to Page
When this happens in Square... Fetch Custom Actions

Do this in Notion Add Comment
When this happens in Square... Item Variation

Do this in Notion Add Content to Page
When this happens in Square... List Appointment Service

Do this in Notion Archive Data Source Item
When this happens in Square... Locations

Do this in Notion Create Data Source Item

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