Connect Outlign and Square

Both apps 43Outlign 21Square 22

• Trigger
  Milestone Created

  Triggers when a new milestone is created.

• Trigger
  Milestone Updated

  Triggers when a milestone is updated.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Section Updated

  Triggers when a section / phase is updated.

• Trigger
  Task Completed

  Triggers when a task is marked as completed.

• Trigger
  Task Due Date Updated

  Triggers when a task's due date is updated.

• Action
  Create Client

  Creates a new client.

• Action
  Create Milestone

  creates a milestone on a project (required title, due_date YYYY-MM-DD, project_id).

• Action
  Create Project

  Creates a new project from scratch.

• Action
  Create Section

  Creates a new section / phase in a project.

• Action
  Create Task

  Creates a new task in a project.

• Action
  Find Client

  Finds a client by name.

• Action
  Find Project

  Finds a project by name within a specific client.

• Action
  Find Section

  Finds sections / phases by title within a specific project.

• Action
  Find Task

  Finds tasks by title within a specific section.

• Action
  Get Milestone

  Returns a milestone with its title, due date, description, color and project.

• Action
  Update Milestone

  updates an existing milestone's title, due_date, description or color (all optional); fires milestone.updated.

• Action
  Update Section

  updates an existing section (phase): title, due_date, is_internal (all optional); fires phase.updated.

• Action
  Update Task

  updates an existing task (title, due_date, completed, etc.); changing due_date fires task.due_date_updated, completing fires task.completed.

• Trigger
  New order

  Triggered when a new order is created at the specified location.

• Trigger
  New or updated customer

  Triggered when a customer is created or updated.

• Trigger
  New payment

  Triggered when a new payment is received.

• Action
  Add catalog object

  Creates a catalog object (item, variation, category, tax, discount, modifier list and more) in the Square catalog.

• Action
  Add order

  Creates a new Square order at a location, with optional line items, taxes, discounts, service charges and a fulfillment.

• Action
  Add payment

  Creates a payment: charges a card or payment token, or records a cash or external payment the seller received outside Square.

• Action
  Add refund

  Refund a payment.

• Action
  Cancel payment

  Cancels (voids) a Square payment that is still in the APPROVED status, i.e. a delayed-capture payment that has not been completed.

• Action
  Create customer

  Creates a new customer profile.

• Action
  Delete catalog object

  Deletes a Square catalog object by ID, along with any objects that depend on it (for example an item's variations).

• Action
  Delete customer

  Deletes a customer profile by ID.

• Action
  Find catalog object

  Retrieves a catalog object (item, variation, etc.) by ID.

• Action
  Find customer

  Returns customer details for the specified customer ID.

• Action
  Find order

  Retrieves an order by ID.

• Action
  Find payment

  Retrieves a payment by ID.

• Action
  List locations

  Lists all business locations for the connected Square account.

• Action
  List payments

  Lists payments for the connected merchant, newest first.

• Action
  Search catalog objects

  Searches catalog objects by type (ITEM, CATEGORY, etc.).

• Action
  Search customers

  Searches customer profiles by email, phone, or reference ID.

• Action
  Search orders

  Searches orders for the specified location(s).

• Action
  Update customer

  Updates an existing customer profile.

• Action
  Update order

  Updates an open Square order by adding or replacing fields, or clearing them. Completed or canceled orders cannot be updated.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.