Connect Sanity to Square
When something happens in Sanity, Notis takes the next step in Square. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Sanity to Square
Turn Sanity launch plans into Square order drafts
When a launch plan is ready in Sanity, send its details to Notis to create a Square order draft for review.
Preview Square pricing for Sanity offers
When an offer is marked ready in Sanity, ask Notis to calculate a Square price preview before you publish or share it.
Create Square customers from Sanity lead signals
When a qualified lead is ready in Sanity, send a signal to Notis to create a Square customer profile for follow-up.
Add Square customers to Sanity-defined groups
When a customer segment is ready in Sanity, send a signal to Notis to add the relevant Square customer to its group.
Apply Square stock counts from Sanity updates
When a product stock update is ready in Sanity, notify Notis to apply the relevant Square inventory changes in a batch.
Attach Sanity documents to Square invoices
When supporting documentation is ready in Sanity, send a signal to Notis to attach the file to its Square invoice.
Load Square gift cards from Sanity fulfillment signals
When a gift card fulfillment is approved in Sanity, signal Notis to add funds to the matching Square gift card.
Process approved Square refunds from Sanity
When a refund decision is approved in Sanity, send it to Notis to create the corresponding Square refund.
Cancel Square bookings from Sanity decisions
When a service change is confirmed in Sanity, notify Notis to cancel the matching cancellable Square booking.
Supported Triggers and Actions
Notis builds workflows that link Sanity to Square. A trigger fires from one place; an action lands in another.
Sanity triggers
Square actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Accept Dispute
Accept a dispute and acknowledge liability, returning funds to the cardholder. When you accept a dispute, Square debits the disputed amount from your account and updates the dispute state to ACCEPTED. This action is irreversible - once accepted, a dispute cannot be challenged. Only use after reviewing all evidence and determining that challenging the dispute is not viable. Note: Requires DISPUTES_WRITE permission scope.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Group to Customer
Tool to add a customer to a customer group. Use when you need to associate a customer with a specific group for targeted marketing, loyalty programs, or customer segmentation.
Calculate Order
Tool to preview order pricing without creating an order. Use when you need to calculate the total cost, taxes, discounts, and other pricing details for an order before finalizing it. Particularly useful for integrating rewards, discounts, and complex pricing scenarios.
Cancel Booking
Cancels an existing Square booking, terminating the reservation. Use this action when a customer or seller needs to cancel a scheduled appointment. The booking must be in a cancellable state, and the cancellation will update the booking status accordingly. This action is irreversible - once a booking is cancelled, it cannot be restored and must be rebooked if needed. Use the booking_version parameter to ensure safe concurrent updates.
Cancel Invoice
Cancels a Square invoice, preventing further payments from being collected. Requirements: - Invoice must be in SCHEDULED, UNPAID, or PARTIALLY_PAID state - Cannot cancel invoices in DRAFT state or terminal states (PAID, REFUNDED, CANCELED, FAILED) - Requires INVOICES_WRITE and ORDERS_WRITE OAuth scopes - Version number must match the current invoice version to prevent conflicts After cancellation, the associated order status is set to CANCELED and webhook events are triggered.
Cancel Payment
Cancels (voids) a payment that is in APPROVED status. This is typically used in delayed capture scenarios where a payment was authorized but not yet captured, allowing you to void the authorization before settlement. Important: Only payments with APPROVED status can be canceled. Attempting to cancel a payment in any other status (COMPLETED, PENDING, CANCELED, FAILED) will result in an error. Once canceled, the payment status changes to CANCELED and the card details status changes to VOIDED. Required permissions: PAYMENTS_WRITE
Batch Create Inventory Changes
Applies multiple inventory adjustments and physical counts in a single batch request. Returns the created changes and current inventory counts for all affected items. Use this action when you need to update inventory quantities for multiple items or locations at once, either through physical stock counts or adjustments (e.g., receiving stock, recording waste, or correcting discrepancies). Supports up to 100 inventory changes per request. Each change can be either a PHYSICAL_COUNT (setting absolute quantity) or an ADJUSTMENT (modifying quantity with state transitions). The ignore_unchanged_counts parameter controls whether calculated counts are returned in the response.
Create Bulk Customers
Tool to create multiple customer profiles in a single request. Use when you need to efficiently create up to 100 customers at once. Each customer is identified by a unique idempotency key.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
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- Audit logs for compliance teams
Automations
Inbox
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13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Sanity and Square
Connect any two apps with Notis in the middle.
Sanity and Square, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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