Automate Square & Trello

Stop paying for mismatched spreadsheets. Sync data between Square and Trello 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 ["Trello"]
        A1(["Add Attachment to Card"])
    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 and Trello operate independently, sales data from completed transactions often fails to update project statuses in Trello. For instance, if a payment is processed in Square but not reflected in Trello, project managers may continue to allocate resources to a project that has already been funded, leading to unnecessary labor costs. The finance team spends hours manually cross-referencing payment reports with Trello boards, wasting valuable time that could be spent on strategic initiatives.

Top Ways to Automate Square & Trello

Automated Sales Tracking: Instantly sync customer transactions from Square to Trello cards, ensuring your sales team has real-time visibility into customer purchases and project statuses.
Streamlined Task Management: Automatically create Trello tasks based on Square sales events, allowing your team to prioritize follow-ups and manage workload effectively without manual input.
Real-Time Notifications: Set up alerts in Trello for any changes in Square transactions, ensuring your team is always informed of critical updates and can respond promptly to customer needs.

How to Build the Square → Trello 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', and 'customer_email' to your server endpoint.
On your server, extract the 'transaction_id', 'amount', and 'customer_email' from the webhook payload.
Use the Trello REST API to POST to the endpoint '/1/cards/{card_id}/actions/comments'. Replace '{card_id}' with the ID of the Trello card associated with the project.
In the POST request, include a JSON body that formats the comment with the payment details, such as: {"text": "Payment of $amount received from $customer_email for transaction $transaction_id."}.
Test the integration by processing a payment in Square and verifying that the corresponding Trello card updates with the payment comment.

Developer Warnings & API Gotchas

Ensure that the 'card_id' in Trello corresponds accurately to the project associated with the payment; mismatches can lead to comments being posted on the wrong cards.
Be cautious of the data types in the payload; Square sends amounts as integers (e.g., cents), while Trello expects formatted strings (e.g., dollars). Convert appropriately before sending data to Trello.
When parsing the webhook payload, ensure that your logic handles cases where the payment might be refunded or disputed, as these scenarios require additional handling in Trello to update project statuses correctly.

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 Trello Add Attachment to Card
When this happens in Square... Fetch Custom Actions

Do this in Trello Add Checklist to Card
When this happens in Square... Item Variation

Do this in Trello Add Label to Card
When this happens in Square... List Appointment Service

Do this in Trello Add Member to Board
When this happens in Square... Locations

Do this in Trello Add Members to Card

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