Make customer record review a predictable routine
Use a weekly Notis check-in to retrieve Square customer profiles for the customer records your team is reconciling with Sanity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers via GraphQL
Tool to retrieve customer profiles from Square Customer Directory using GraphQL API. Use when you need to fetch customer information including name, contact details, and profile data for a specific merchant. Requires merchant ID filter.
Why this helps
Customer record checks can remain in the back of your mind when they have no scheduled place in the week.
- Give recurring customer review a predictable time.
- Retrieve customer profiles without starting from scratch.
- Reduce interruptions caused by ad hoc record checks.
Setup
Build it in a few focused steps.
- 1Connect Sanity and Square to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Write one plain-language instruction asking Notis to retrieve the Square customer profiles needed for your recurring Sanity reconciliation.
- 4Choose a recurring schedule and select a channel for run reports.
- 5Run the first scheduled review and confirm the returned customer records are useful.
Questions about this workflow
Does this update Square customers?
No. Get Customers via GraphQL retrieves customer profiles; it does not edit them.
Can this workflow fetch all customer records?
The instruction should specify the needed merchant and relevant customer scope supported by the retrieval action.
When this happens · Trigger
Do this · Action
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.
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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