Start with a trigger
Select a trigger that sets your workflow in motion.
This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.
Triggers are the starting points that tell MESA when to act.
Square to DocuSign Automations | MESA
Square to DocuSign Automations
MESA is the most flexible way automate Square to DocuSign. Easily add workflows to simplify your work.
Build your own workflows.
MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
-
User ID
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Envelope ID
-
Recipient ID
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Envelope Summary
-
Account ID
-
User ID
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Envelope ID
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Recipient ID
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Envelope Summary
-
Account ID
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User ID
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Envelope ID
-
Recipient ID
-
Envelope Summary
-
Account ID
-
User ID
-
Envelope ID
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Recipient ID
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Envelope Summary
-
Account ID
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User ID
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Envelope ID
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Recipient ID
-
Envelope Summary
-
Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
-
Account ID
-
User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Account ID
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User ID
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Envelope ID
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Recipient ID
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Envelope Summary
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Type
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ID
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Updated At
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Version
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Is Deleted
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Custom Attribute Values
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Catalog V1 Ids
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Present At All Locations
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Present At Location Ids
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Absent At Location Ids
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Item Data
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Category Data
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Item Variation Data
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Tax Data
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Discount Data
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Modifier List Data
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Modifier Data
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Time Period Data
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Product Set Data
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Pricing Rule Data
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Image Data
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Subscription Plan Data
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Item Option Data
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Item Option Value Data
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Custom Attribute Definition Data
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Subscription Plan Variation Data
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Type
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ID
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Updated At
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Version
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Is Deleted
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Custom Attribute Values
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Catalog V1 Ids
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Present At All Locations
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Present At Location Ids
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Absent At Location Ids
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Item Data
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Category Data
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Item Variation Data
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Tax Data
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Discount Data
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Modifier List Data
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Modifier Data
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Time Period Data
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Product Set Data
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Pricing Rule Data
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Image Data
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Subscription Plan Data
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Item Option Data
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Item Option Value Data
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Custom Attribute Definition Data
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Subscription Plan Variation Data
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ID
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Created At
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Updated At
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Given Name
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Family Name
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Nickname
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Company Name
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Email Address
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Address
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Phone Number
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Birthday
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Reference ID
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Note
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Preferences
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Creation Source
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Group Ids
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Segment Ids
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Version
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Tax Ids
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ID
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Created At
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Updated At
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Given Name
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Family Name
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Nickname
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Company Name
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Email Address
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Address
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Phone Number
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Birthday
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Reference ID
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Note
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Preferences
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Creation Source
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Group Ids
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Segment Ids
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Version
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Tax Ids
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ID
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Version
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Location ID
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Order ID
-
Primary Recipient
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Payment Requests
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Delivery Method
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Invoice Number
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Title
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Description
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Scheduled At
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Public URL
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Next Payment Amount Money
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Status
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Timezone
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Created At
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Updated At
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Accepted Payment Methods
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Custom Fields
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Subscription ID
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Sale Or Service Date
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Payment Conditions
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Store Payment Method Enabled
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Attachments
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Creator Team Member ID
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ID
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Location ID
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Reference ID
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Source
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Line Items
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Taxes
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Discounts
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Service Charges
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Fulfillments
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Created At
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Updated At
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Closed At
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State
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Total Money
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Total Tax Money
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Total Discount Money
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Total Tip Money
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Total Service Charge Money
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Pricing Options
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Net Amount Due Money
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ID
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Location ID
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Reference ID
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Source
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Line Items
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Taxes
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Discounts
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Service Charges
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Fulfillments
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Created At
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Updated At
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Closed At
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State
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Total Money
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Total Tax Money
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Total Discount Money
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Total Tip Money
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Total Service Charge Money
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Pricing Options
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Net Amount Due Money
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ID
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Created At
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Updated At
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Amount Money
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Tip Money
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Total Money
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App Fee Money
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Approved Money
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Processing Fee
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Refunded Money
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Status
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Delay Duration
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Delay Action
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Delayed Until
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Source Type
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Card Details
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Cash Details
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Bank Account Details
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External Details
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Wallet Details
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Buy Now Pay Later Details
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Square Account Details
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Location ID
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Order ID
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Reference ID
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Customer ID
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Team Member ID
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Refund Ids
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Buyer Email Address
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Billing Address
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Shipping Address
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Note
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Statement Description Identifier
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Capabilities
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Receipt Number
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Receipt URL
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Device Details
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Application Details
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Is Offline Payment
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Offline Payment Details
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Version Token
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ID
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Created At
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Updated At
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Amount Money
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Tip Money
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Total Money
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App Fee Money
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Approved Money
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Processing Fee
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Refunded Money
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Status
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Delay Duration
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Delay Action
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Delayed Until
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Source Type
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Card Details
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Cash Details
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Bank Account Details
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External Details
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Wallet Details
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Buy Now Pay Later Details
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Square Account Details
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Location ID
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Order ID
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Reference ID
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Customer ID
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Team Member ID
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Refund Ids
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Buyer Email Address
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Billing Address
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Shipping Address
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Note
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Statement Description Identifier
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Capabilities
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Receipt Number
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Receipt URL
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Device Details
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Application Details
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Is Offline Payment
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Offline Payment Details
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Version Token
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ID
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Status
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Location ID
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Created At
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Updated At
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Amount Money
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Destination
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Version
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Type
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Payout Fee
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Arrival Date
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End To End ID
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ID
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Location ID
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Transaction ID
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Tender ID
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Created At
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Reason
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Amount Money
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Status
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Processing Fee Money
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ID
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Location ID
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Transaction ID
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Tender ID
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Created At
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Reason
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Amount Money
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Status
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Processing Fee Money
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Bcc Email Address ID
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Email
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Action
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Completed Date
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Delayed Routing
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Item ID
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Recipient Routing
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Status
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Triggered Date
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Trigger On Item
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Workflow Step ID
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0
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Document End Page
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Document ID
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Document Start Page
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Error Details
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Template ID
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Document End Page
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Document ID
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Document Start Page
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Error Details
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Template ID
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Access Control
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Attachment ID
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Attachment Type
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Error Details
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Label
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Name
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Access Control
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Attachment ID
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Attachment Type
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Error Details
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Label
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Name
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Carbon Copy Original Owner
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Enabled
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Envelope Transfer Rule ID
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Event Type
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From Group
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From User
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Modified Date
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Modified User
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To Folder
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To User
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End Position
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Envelope Transfer Rules
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Next Uri
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Previous Uri
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Result Set Size
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Start Position
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Total Set Size
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Document Fields
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List Custom Fields
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Text Custom Fields
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Assertion ID
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Authentication Instant
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Authentication Method
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Client U R Ls
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Ping Frequency
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Ping URL
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Recipient ID
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Return URL
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Security Domain
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X Frame Options
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X Frame Options Allow From URL
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Carbon Copy Original Owner
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Enabled
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Envelope Transfer Rule ID
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Event Type
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From Groups
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From Users
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Modified Date
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Modified User
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To Folder
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To User
Create Link to Page for Manually Reviewing Ids
Create an URL for a manual recipient ID review page.
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Display Anchor Prefix
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Display Anchors
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Display Order
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Display Page Number
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Document Guid
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Document ID
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Header Label
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Max Screen Width
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Remove Empty Tags
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Show Mobile Optimized Toggle
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Source
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Display Anchor Prefix
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Display Anchors
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Display Order
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Display Page Number
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Document Guid
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Document ID
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Header Label
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Max Screen Width
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Remove Empty Tags
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Show Mobile Optimized Toggle
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Source
Create Resource Token for Sender To Request ID Evidence Data
Create a token for a sender to provide identification data for a recipient.
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Envelope ID
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Status
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Status Date Time
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Uri
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Error Details
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Name
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Original Value
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Value
Delete Delayed Routing Rules for Envelope Workflow Step
Remove a delayed routing rule for an envelope's workflow step, but first make sure the delay is not in progress.
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Bcc Email Address ID
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Email
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Configuration Type
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Error Details
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Field ID
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List Items
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Name
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Required
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Show
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Value
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Error Code
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Message
Delete Envelope Transfer Rule
Remove an envelope transfer rule if you're an Administrator with the enabled Transfer Custody feature.
Delete Page from Document in Envelope
Remove a page from a document in an envelope according to its page number.
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Access Code
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Access Code Metadata
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Add Access Code To Email
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Additional Notifications
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Allow System Override For Locked Recipient
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Auto Responded Reason
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Client User ID
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Completed Count
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Consent Details List
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Custom Fields
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Declined Date Time
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Declined Reason
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Delivered Date Time
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Delivery Method Metadata
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Document Visibility
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Email
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Email Metadata
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Email Notification
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Email Recipient Post Signing U R L
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Embedded Recipient Start U R L
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Error Details
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Excluded Documents
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Fax Number Metadata
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First Name
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First Name Metadata
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Full Name Metadata
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ID Check Configuration Name
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ID Check Configuration Name Metadata
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ID Check Information Input
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Identity Verification
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Inherit Email Notification Configuration
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Last Name
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Last Name Metadata
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Name
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Name Metadata
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Note
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Note Metadata
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Phone Number
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Recipient Authentication Status
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Recipient Feature Metadata
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Recipient ID
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Recipient ID Guid
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Recipient Type
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Recipient Type Metadata
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Require ID Lookup
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Require ID Lookup Metadata
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Role Name
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Routing Order
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Routing Order Metadata
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Sent Date Time
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Signing Group ID
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Signing Group ID Metadata
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Signing Group Name
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Signing Group Users
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Sms Authentication
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Social Authentications
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Status
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Status Code
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Suppress Emails
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Template Locked
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Template Required
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Total Tab Count
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User ID
Delete Scheduled Sending Rules for Envelope's Workflow
Remove scheduled sending rules for an envelope's workflow before the countdown begins.
Delete Template from Document in Envelope
Remove a template from an envelope's document.
Delete Workflow Definition for Envelope
Remove workflow definition of a specified envelope and cancel scheduled email if any.
Delete Workflow Step from Envelope's Workflow Definition
Remove a workflow step from an envelope.
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Access Control
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Attachment ID
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Attachment Type
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Error Details
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Label
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Name
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End Position
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Next Uri
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Pages
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Previous Uri
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Result Set Size
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Start Position
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Total Set Size
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Bcc Email Address ID
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Email
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Email Subject
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Envelope ID
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Form Data
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Prefill Form Data
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Recipient Form Data
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Sent Date Time
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Status
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End Position
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Envelope Transfer Rules
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Next Uri
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Previous Uri
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Result Set Size
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Start Position
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Total Set Size
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Access Control
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Attachment ID
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Attachment Type
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Error Details
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Label
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Name
-
Document ID
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Document ID Guid
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HTML Definition
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Document ID
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Document ID Guid
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HTML Definition
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Bulk List ID
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Resume Date
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Rules
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Status
-
Doc Gen Document Status
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Document ID
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Doc Gen Form Field List
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Document ID
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Document Name
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Error Details
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Name
-
Template ID
-
Template Match
-
Uri
-
Document ID
-
Document Name
-
Error Details
-
Name
-
Template ID
-
Template Match
-
Uri
-
Current Workflow Step ID
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Resume Date
-
Scheduled Sending
-
Workflow Status
-
Workflow Steps
-
Added Recipient Ids
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Attachment Tab ID
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Authoritative Copy
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Authoritative Copy Metadata
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Available Document Types
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Contains Pdf Form Fields
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Display
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Display Metadata
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Doc Gen Document Status
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Doc Gen Errors
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Doc Gen Form Fields
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Document Fields
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Document ID
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Document ID Guid
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Error Details
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Include In Download
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Include In Download Metadata
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Is Doc Gen Document
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Name
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Name Metadata
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Order
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Pages
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Signer Must Acknowledge
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Signer Must Acknowledge Metadata
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Size Bytes
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Template Locked
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Template Required
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Type
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Uri
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Document URL
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Event Fields
-
Error Code
-
Message
-
Error Details
-
Name
-
Original Value
-
Value
-
Configuration Type
-
Error Details
-
Field ID
-
List Items
-
Name
-
Required
-
Show
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Value
-
Account Esign ID
-
Allow C D Withdraw
-
Allow C D Withdraw Metadata
-
Change Email
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Change Email Other
-
Company Name
-
Company Phone
-
Copy Cost Per Page
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Copy Fee Collection Method
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Copy Request Email
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Custom
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Enable Esign
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Esign Agreement
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Esign Text
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Language Code
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Must Agree To Esign
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Pdf ID
-
Use Brand
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Use Consumer Disclosure Within Account
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Use Consumer Disclosure Within Account Metadata
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Withdraw Address Line1
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Withdraw Address Line2
-
Withdraw By Email
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Withdraw By Mail
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Withdraw By Phone
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Withdraw City
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Withdraw Consequences
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Withdraw Email
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Withdraw Other
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Withdraw Phone
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Withdraw Postal Code
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Withdraw State
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Resume Date
-
Rules
-
Status
Retrieve Document from Envelope
Grab all details about a single document from an envelope.
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Document ID
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Error Details
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Recipient ID
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Rights
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Visible
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Account Esign ID
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Allow C D Withdraw
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Allow C D Withdraw Metadata
-
Change Email
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Change Email Other
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Company Name
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Company Phone
-
Copy Cost Per Page
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Copy Fee Collection Method
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Copy Request Email
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Custom
-
Enable Esign
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Esign Agreement
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Esign Text
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Language Code
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Must Agree To Esign
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Pdf ID
-
Use Brand
-
Use Consumer Disclosure Within Account
-
Use Consumer Disclosure Within Account Metadata
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Withdraw Address Line1
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Withdraw Address Line2
-
Withdraw By Email
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Withdraw By Mail
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Withdraw By Phone
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Withdraw City
-
Withdraw Consequences
-
Withdraw Email
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Withdraw Other
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Withdraw Phone
-
Withdraw Postal Code
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Withdraw State
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Error Code
-
Message
-
Expire After
-
Expire Enabled
-
Expire Warn
-
Allow Comments
-
Allow Markup
-
Allow Reassign
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Allow View History
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Any Signer
-
Asynchronous
-
Attachments Uri
-
Authoritative Copy
-
Authoritative Copy Default
-
Auto Navigation
-
Brand ID
-
Brand Lock
-
Certificate Uri
-
Completed Date Time
-
Copy Recipient Data
-
Created Date Time
-
Custom Fields
-
Custom Fields Uri
-
Declined Date Time
-
Delivered Date Time
-
Disable Responsive Document
-
Documents Combined Uri
-
Documents Uri
-
Email Blurb
-
Email Settings
-
Email Subject
-
Enable Wet Sign
-
Enforce Signer Visibility
-
Envelope Attachments
-
Envelope Custom Metadata
-
Envelope Documents
-
Envelope ID
-
Envelope ID Stamping
-
Envelope Metadata
-
Envelope Uri
-
Expire After
-
Expire Date Time
-
Expire Enabled
-
External Envelope ID
-
Folders
-
Has Comments
-
Has Form Data Changed
-
Has Wav File
-
Initial Sent Date Time
-
Is21CFRPart11
-
Is Dynamic Envelope
-
Is Signature Provider Envelope
-
Last Modified Date Time
-
Lock Information
-
Message Lock
-
Notification
-
Notification Uri
-
Power Form
-
Purge Completed Date
-
Purge Request Date
-
Purge State
-
Recipients Lock
-
Recipients Uri
-
Sender
-
Sent Date Time
-
Signer Can Sign On Mobile
-
Signing Location
-
Status
-
Status Changed Date Time
-
Status Date Time
-
Templates Uri
-
Transaction ID
-
Use Disclosure
-
Voided Date Time
-
Voided Reason
-
Workflow
-
Document URL
-
Continuation Token
-
End Position
-
Envelopes
-
Envelope Transaction Statuses
-
Folders
-
Last Queried Date Time
-
Next Uri
-
Previous Uri
-
Result Set Size
-
Start Position
-
Total Set Size
Retrieve Initials Image for User
Grab the image of the user's initials.
Retrieve Page Image from Envelope for Display
Grab all details about an image of document page for display.
Retrieve PDF Transcript of All Comments in Envelope
Grab a PDF file of all comments added to an envelope's documents.
Retrieve Signature Image Information for Signer/Sign-in-Person Recipient
Grab user signature image in the same format as uploaded.
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Adopted Date Time
-
Created Date Time
-
Custom Field
-
Date Stamp Properties
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Disallow User Resize Stamp
-
Error Details
-
External ID
-
Image Base64
-
Image Type
-
Initials150 Image ID
-
Initials Image Uri
-
Is Default
-
Last Modified Date Time
-
Nrds ID
-
Nrds Last Name
-
Nrds Status
-
Phonetic Name
-
Signature150 Image ID
-
Signature Font
-
Signature ID
-
Signature Image Uri
-
Signature Initials
-
Signature Name
-
Signature Rights
-
Signature Type
-
Stamp Format
-
Stamp Image Uri
-
Stamp Size M M
-
Stamp Type
-
Status
-
Action
-
Completed Date
-
Delayed Routing
-
Item ID
-
Recipient Routing
-
Status
-
Triggered Date
-
Trigger On Item
-
Workflow Step ID
-
Access Code
-
Access Code Metadata
-
Add Access Code To Email
-
Additional Notifications
-
Allow System Override For Locked Recipient
-
Auto Responded Reason
-
Client User ID
-
Completed Count
-
Consent Details List
-
Custom Fields
-
Declined Date Time
-
Declined Reason
-
Delivered Date Time
-
Delivery Method Metadata
-
Document Visibility
-
Email
-
Email Metadata
-
Email Notification
-
Email Recipient Post Signing U R L
-
Embedded Recipient Start U R L
-
Error Details
-
Excluded Documents
-
Fax Number Metadata
-
First Name
-
First Name Metadata
-
Full Name Metadata
-
ID Check Configuration Name
-
ID Check Configuration Name Metadata
-
ID Check Information Input
-
Identity Verification
-
Inherit Email Notification Configuration
-
Last Name
-
Last Name Metadata
-
Name
-
Name Metadata
-
Note
-
Note Metadata
-
Phone Number
-
Recipient Authentication Status
-
Recipient Feature Metadata
-
Recipient ID
-
Recipient ID Guid
-
Recipient Type
-
Recipient Type Metadata
-
Require ID Lookup
-
Require ID Lookup Metadata
-
Role Name
-
Routing Order
-
Routing Order Metadata
-
Sent Date Time
-
Signing Group ID
-
Signing Group ID Metadata
-
Signing Group Name
-
Signing Group Users
-
Sms Authentication
-
Social Authentications
-
Status
-
Status Code
-
Suppress Emails
-
Template Locked
-
Template Required
-
Total Tab Count
-
User ID
-
URL
Retrieves a PDF document from the envelope with no CoC.
DARRYL
Retrieves Attachment from Envelope
Grab all details about an attachment from an envelope.
Revoke Correction View URL To Envelope UI
Revoke the envelope UI correction view URL.
Rotate Page Image from Envelope for Display
Rotate a page image to display left or right.
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Continuation Token
-
End Position
-
Envelopes
-
Envelope Transaction Statuses
-
Folders
-
Last Queried Date Time
-
Next Uri
-
Previous Uri
-
Result Set Size
-
Start Position
-
Total Set Size
-
Envelope ID
-
Error Details
-
List Custom Field Update Results
-
Lock Information
-
Purge State
-
Recipient Update Results
-
Text Custom Field Update Results
-
Expire After
-
Expire Enabled
-
Expire Warn
Set Initials Image for Accountless Signer
Update initials image for accountless signer by uploading a gif, png, jpeg or bmp file under 200K in size. The credentials must match the sender and the signer's account must have certain properties set to true.
Set Signature Image for Accountless Signer
Modify signature image for accountless signer with supported image format and size, requires sender credentials and account settings.
-
Doc Gen Form Fields
-
Document Fields
-
Resume Date
-
Rules
-
Status
-
Document Visibility
-
Document Visibility
-
Bcc Email Addresses
-
Reply Email Address Override
-
Reply Email Name Override
-
List Custom Fields
-
Text Custom Fields
-
Lock Duration In Seconds
-
Locked By App
-
Lock Type
-
Template Password
-
Use Scratch Pad
-
Bulk List ID
-
Resume Date
-
Rules
-
Status
-
Current Workflow Step ID
-
Resume Date
-
Scheduled Sending
-
Workflow Status
-
Workflow Steps
-
Action
-
Completed Date
-
Delayed Routing
-
Item ID
-
Recipient Routing
-
Status
-
Triggered Date
-
Trigger On Item
-
Workflow Step ID
-
Combined
-
Error Details
-
Recipient ID
-
Recipient ID Guid
-
ID
-
Amount Money
-
Reason
-
State
-
Due At
-
Disputed Payment
-
Card Brand
-
Created At
-
Updated At
-
Brand Dispute ID
-
Reported At
-
Version
-
Location ID
-
ID
-
Type
-
Created At
-
Accumulate Points
-
Create Reward
-
Redeem Reward
-
Delete Reward
-
Adjust Points
-
Loyalty Account ID
-
Location ID
-
Source
-
Expire Points
-
Other Event
-
Accumulate Promotion Points
Add Group to Customer
Add a group membership to a customer.
-
ID
-
Type
-
Created At
-
Accumulate Points
-
Create Reward
-
Redeem Reward
-
Delete Reward
-
Adjust Points
-
Loyalty Account ID
-
Location ID
-
Source
-
Expire Points
-
Other Event
-
Accumulate Promotion Points
-
Points
-
Promotion Points
Calculate Order
Enables applications to preview order pricing without creating an order.
-
ID
-
Version
-
Status
-
Created At
-
Updated At
-
Start At
-
Location ID
-
Customer ID
-
Customer Note
-
Seller Note
-
Appointment Segments
-
Transition Time Minutes
-
All Day
-
Location Type
-
Creator Details
-
Source
-
Address
-
ID
-
Created At
-
Updated At
-
Amount Money
-
Tip Money
-
Total Money
-
App Fee Money
-
Approved Money
-
Processing Fee
-
Refunded Money
-
Status
-
Delay Duration
-
Delay Action
-
Delayed Until
-
Source Type
-
Card Details
-
Cash Details
-
Bank Account Details
-
External Details
-
Wallet Details
-
Buy Now Pay Later Details
-
Square Account Details
-
Location ID
-
Order ID
-
Reference ID
-
Customer ID
-
Team Member ID
-
Refund Ids
-
Buyer Email Address
-
Billing Address
-
Shipping Address
-
Note
-
Statement Description Identifier
-
Capabilities
-
Receipt Number
-
Receipt URL
-
Device Details
-
Application Details
-
Is Offline Payment
-
Offline Payment Details
-
Version Token
-
ID
-
Location ID
-
Plan Variation ID
-
Customer ID
-
Start Date
-
Canceled Date
-
Charged Through Date
-
Status
-
Tax Percentage
-
Invoice Ids
-
Price Override Money
-
Version
-
Created At
-
Card ID
-
Timezone
-
Phases
-
ID
-
Amount Money
-
Reference ID
-
Note
-
Order ID
-
Payment Options
-
Device Options
-
Status
-
Cancel Reason
-
Payment Ids
-
Created At
-
Updated At
-
App ID
-
Location ID
-
Payment Type
-
Team Member ID
-
Customer ID
-
App Fee Money
-
Statement Description Identifier
-
Tip Money
-
ID
-
Created At
-
Updated At
-
Amount Money
-
Tip Money
-
Total Money
-
App Fee Money
-
Approved Money
-
Processing Fee
-
Refunded Money
-
Status
-
Delay Duration
-
Delay Action
-
Delayed Until
-
Source Type
-
Card Details
-
Cash Details
-
Bank Account Details
-
External Details
-
Wallet Details
-
Buy Now Pay Later Details
-
Square Account Details
-
Location ID
-
Order ID
-
Reference ID
-
Customer ID
-
Team Member ID
-
Refund Ids
-
Buyer Email Address
-
Billing Address
-
Shipping Address
-
Note
-
Statement Description Identifier
-
Capabilities
-
Receipt Number
-
Receipt URL
-
Device Details
-
Application Details
-
Is Offline Payment
-
Offline Payment Details
-
Version Token
-
Idempotency Key
-
Booking
-
Idempotency Key
-
Break Type
-
Idempotency Key
-
Source ID
-
Verification Token
-
Card
-
Idempotency Key
-
Order
-
Ask For Shipping Address
-
Merchant Support Email
-
Pre Populate Buyer Email
-
Pre Populate Shipping Address
-
Redirect URL
-
Additional Recipients
-
Note
-
Idempotency Key
-
Given Name
-
Family Name
-
Company Name
-
Nickname
-
Email Address
-
Address
-
Phone Number
-
Reference ID
-
Note
-
Birthday
-
Tax Ids
Create Customer Card
Add a card on file to an existing customer.
Create Customer Group
Create a customer group.
Create Dispute Evidence File
Upload a file to use as evidence in a dispute challenge.
-
Idempotency Key
-
Evidence Type
-
Evidence Text
-
Idempotency Key
-
Location ID
-
Gift Card
-
Idempotency Key
-
Gift Card Activity
-
Invoice
-
Idempotency Key
Create Location
Create a location.
Create Location Transaction
Create a location transaction.
Create Loyalty Account
Create a loyalty account.
-
Reward
-
Idempotency Key
Create Order Shipment
Create an order shipment.
-
Source ID
-
Idempotency Key
-
Amount Money
-
Tip Money
-
App Fee Money
-
Delay Duration
-
Delay Action
-
Autocomplete
-
Order ID
-
Customer ID
-
Location ID
-
Team Member ID
-
Reference ID
-
Verification Token
-
Accept Partial Authorization
-
Buyer Email Address
-
Buyer Phone Number
-
Billing Address
-
Shipping Address
-
Note
-
Statement Description Identifier
-
Cash Details
-
External Details
-
Customer Details
-
Offline Payment Details
Create Refund
Initiates a refund for a previously charged tender.
Create Shift
Create a new shift.
-
Idempotency Key
-
Location ID
-
Plan Variation ID
-
Customer ID
-
Start Date
-
Canceled Date
-
Tax Percentage
-
Price Override Money
-
Card ID
-
Timezone
-
Phases
-
Idempotency Key
-
Team Member
-
Idempotency Key
-
Checkout
Delete Break Type
Remove a break type.
-
0
Delete Customer
Remove a customer.
Delete Customer Card
Remove a card on file from a customer.
Delete Customer Group
Remove a customer group.
Delete Dispute
Remove a specified evidence from a dispute.
Delete Group from Customer
Remove a customer from a business.
Delete Invoice
Remove an invoice.
Delete Loyalty Reward
Remove a loyalty reward.
Delete Shift
Remove a shift.
Disable Card
Disable a card, preventing any further updates or changes.
Get List of Additional Recipient Receivables
Obtain a list of additional recipient receivables.
Get List of Additional Recipient Receivables Refunds
Obtain a list of additional recipient receivables refunds.
-
ID
-
Account Number Suffix
-
Country
-
Currency
-
Account Type
-
Holder Name
-
Primary Bank Identification Number
-
Secondary Bank Identification Number
-
Debit Mandate Reference ID
-
Reference ID
-
Location ID
-
Status
-
Creditable
-
Debitable
-
Fingerprint
-
Version
-
Bank Name
-
ID
-
Card Brand
-
Last 4
-
Exp Month
-
Exp Year
-
Cardholder Name
-
Billing Address
-
Fingerprint
-
Customer ID
-
Merchant ID
-
Reference ID
-
Enabled
-
Card Type
-
Prepaid Type
-
Bin
-
Version
-
Card Co Brand
-
Cursor
-
Objects
-
ID
-
Name
-
Created At
-
Updated At
-
ID
-
Name
-
Created At
-
Updated At
-
ID
-
Created At
-
Updated At
-
Given Name
-
Family Name
-
Nickname
-
Company Name
-
Email Address
-
Address
-
Phone Number
-
Birthday
-
Reference ID
-
Note
-
Preferences
-
Creation Source
-
Group Ids
-
Segment Ids
-
Version
-
Tax Ids
-
ID
-
Dispute ID
-
Evidence File
-
Evidence Text
-
Uploaded At
-
Evidence Type
-
ID
-
Amount Money
-
Reason
-
State
-
Due At
-
Disputed Payment
-
Card Brand
-
Created At
-
Updated At
-
Brand Dispute ID
-
Reported At
-
Version
-
Location ID
Get List of Employee Wages
Obtain a list of employee wages.
Get List of Employees
Obtain a list of employees.
-
ID
-
Version
-
Location ID
-
Order ID
-
Primary Recipient
-
Payment Requests
-
Delivery Method
-
Invoice Number
-
Title
-
Description
-
Scheduled At
-
Public URL
-
Next Payment Amount Money
-
Status
-
Timezone
-
Created At
-
Updated At
-
Accepted Payment Methods
-
Custom Fields
-
Subscription ID
-
Sale Or Service Date
-
Payment Conditions
-
Store Payment Method Enabled
-
Attachments
-
Creator Team Member ID
-
ID
-
Name
-
Address
-
Timezone
-
Capabilities
-
Status
-
Created At
-
Merchant ID
-
Country
-
Language Code
-
Currency
-
Phone Number
-
Business Name
-
Type
-
Website URL
-
Business Hours
-
Business Email
-
Description
-
Twitter Username
-
Instagram Username
-
Facebook URL
-
Coordinates
-
Logo URL
-
Pos Background URL
-
Full Format Logo URL
Get List of Loyalty Programs
Obtain a list of loyalty programs.
Get List of Merchants
Obtain a list of merchants.
-
ID
-
Status
-
Location ID
-
Unlinked
-
Destination Type
-
Destination Details
-
Amount Money
-
App Fee Money
-
Processing Fee
-
Payment ID
-
Order ID
-
Reason
-
Created At
-
Updated At
-
Team Member ID
-
ID
-
Created At
-
Updated At
-
Amount Money
-
Tip Money
-
Total Money
-
App Fee Money
-
Approved Money
-
Processing Fee
-
Refunded Money
-
Status
-
Delay Duration
-
Delay Action
-
Delayed Until
-
Source Type
-
Card Details
-
Cash Details
-
Bank Account Details
-
External Details
-
Wallet Details
-
Buy Now Pay Later Details
-
Square Account Details
-
Location ID
-
Order ID
-
Reference ID
-
Customer ID
-
Team Member ID
-
Refund Ids
-
Buyer Email Address
-
Billing Address
-
Shipping Address
-
Note
-
Statement Description Identifier
-
Capabilities
-
Receipt Number
-
Receipt URL
-
Device Details
-
Application Details
-
Is Offline Payment
-
Offline Payment Details
-
Version Token
Get List of Refunds
Obtain a list of refunds.
Get List of Sites
Obtain a list of Square Online sites that belong to a seller.
-
ID
-
Subscription Event Type
-
Effective Date
-
Info
-
Phases
-
Plan Variation ID
Get List of Team Member Booking Profiles
Obtain a list of booking profiles for team members.
Get List of Team Member Wages
Obtain a list of team member wages.
Get List of Transactions
Obtain a list of transactions for a particular location.
Get List of Workweek Configs
Obtain a list of workweek configs instances for a business.
-
ID
-
Type
-
Gan Source
-
State
-
Balance Money
-
Gan
-
Created At
-
Customer Ids
-
ID
-
Location ID
-
Break Name
-
Expected Duration
-
Is Paid
-
Version
-
Created At
-
Updated At
Pay Order
Pay for an order using one or more approved payments or settle an order with a total of 0.
Publish Invoice
Publish the specified draft invoice.
Redeem Loyalty Rewards
Redeem a loyalty reward.
-
ID
-
Status
-
Location ID
-
Unlinked
-
Destination Type
-
Destination Details
-
Amount Money
-
App Fee Money
-
Processing Fee
-
Payment ID
-
Order ID
-
Reason
-
Created At
-
Updated At
-
Team Member ID
-
Status
-
ID
-
Account Number Suffix
-
Country
-
Currency
-
Account Type
-
Holder Name
-
Primary Bank Identification Number
-
Secondary Bank Identification Number
-
Debit Mandate Reference ID
-
Reference ID
-
Location ID
-
Status
-
Creditable
-
Debitable
-
Fingerprint
-
Version
-
Bank Name
Retrieve Bank Account by V1 ID
Grab all details about a bank account by V1 bank account id.
Retrieve Booking
Grab all details about a booking.
-
ID
-
Location ID
-
Break Name
-
Expected Duration
-
Is Paid
-
Version
-
Created At
-
Updated At
-
ID
-
Card Brand
-
Last 4
-
Exp Month
-
Exp Year
-
Cardholder Name
-
Billing Address
-
Fingerprint
-
Customer ID
-
Merchant ID
-
Reference ID
-
Enabled
-
Card Type
-
Prepaid Type
-
Bin
-
Version
-
Card Co Brand
-
Type
-
ID
-
Updated At
-
Version
-
Is Deleted
-
Custom Attribute Values
-
Catalog V1 Ids
-
Present At All Locations
-
Present At Location Ids
-
Absent At Location Ids
-
Item Data
-
Category Data
-
Item Variation Data
-
Tax Data
-
Discount Data
-
Modifier List Data
-
Modifier Data
-
Time Period Data
-
Product Set Data
-
Pricing Rule Data
-
Image Data
-
Subscription Plan Data
-
Item Option Data
-
Item Option Value Data
-
Custom Attribute Definition Data
-
Subscription Plan Variation Data
-
ID
-
Created At
-
Updated At
-
Given Name
-
Family Name
-
Nickname
-
Company Name
-
Email Address
-
Address
-
Phone Number
-
Birthday
-
Reference ID
-
Note
-
Preferences
-
Creation Source
-
Group Ids
-
Segment Ids
-
Version
-
Tax Ids
Retrieve Customer Group
Grab all details about a customer group.
Retrieve Customer Segments
Grab all details about a customer segment.
-
ID
-
Amount Money
-
Reason
-
State
-
Due At
-
Disputed Payment
-
Card Brand
-
Created At
-
Updated At
-
Brand Dispute ID
-
Reported At
-
Version
-
Location ID
-
ID
-
Dispute ID
-
Evidence File
-
Evidence Text
-
Uploaded At
-
Evidence Type
Retrieve Employee
Grab all details about an employee.
Retrieve Employee Wage
Grab all details about an employee's wage.
Retrieve Gift Card
Grab all details about a gift card.
Retrieve Inventory Adjustment
Grab all details about an inventory adjustment.
Retrieve Inventory Changes
Grab all details about an inventory change.
-
Catalog Object ID
-
Catalog Object Type
-
State
-
Location ID
-
Quantity
-
Calculated At
Retrieve Inventory Physical Count
Grab the inventory physical count.
-
ID
-
Version
-
Location ID
-
Order ID
-
Primary Recipient
-
Payment Requests
-
Delivery Method
-
Invoice Number
-
Title
-
Description
-
Scheduled At
-
Public URL
-
Next Payment Amount Money
-
Status
-
Timezone
-
Created At
-
Updated At
-
Accepted Payment Methods
-
Custom Fields
-
Subscription ID
-
Sale Or Service Date
-
Payment Conditions
-
Store Payment Method Enabled
-
Attachments
-
Creator Team Member ID
Retrieve Location
Grab all details about a location's details.
-
ID
-
Program ID
-
Balance
-
Lifetime Points
-
Customer ID
-
Enrolled At
-
Created At
-
Updated At
-
Mapping
-
Expiring Point Deadlines
-
ID
-
Status
-
Loyalty Account ID
-
Reward Tier ID
-
Points
-
Order ID
-
Created At
-
Updated At
-
Redeemed At
-
ID
-
Business Name
-
Country
-
Language Code
-
Currency
-
Status
-
Main Location ID
-
Created At
-
ID
-
Location ID
-
Reference ID
-
Source
-
Line Items
-
Taxes
-
Discounts
-
Service Charges
-
Fulfillments
-
Created At
-
Updated At
-
Closed At
-
State
-
Total Money
-
Total Tax Money
-
Total Discount Money
-
Total Tip Money
-
Total Service Charge Money
-
Pricing Options
-
Net Amount Due Money
-
ID
-
Created At
-
Updated At
-
Amount Money
-
Tip Money
-
Total Money
-
App Fee Money
-
Approved Money
-
Processing Fee
-
Refunded Money
-
Status
-
Delay Duration
-
Delay Action
-
Delayed Until
-
Source Type
-
Card Details
-
Cash Details
-
Bank Account Details
-
External Details
-
Wallet Details
-
Buy Now Pay Later Details
-
Square Account Details
-
Location ID
-
Order ID
-
Reference ID
-
Customer ID
-
Team Member ID
-
Refund Ids
-
Buyer Email Address
-
Billing Address
-
Shipping Address
-
Note
-
Statement Description Identifier
-
Capabilities
-
Receipt Number
-
Receipt URL
-
Device Details
-
Application Details
-
Is Offline Payment
-
Offline Payment Details
-
Version Token
-
ID
-
Status
-
Location ID
-
Unlinked
-
Destination Type
-
Destination Details
-
Amount Money
-
App Fee Money
-
Processing Fee
-
Payment ID
-
Order ID
-
Reason
-
Created At
-
Updated At
-
Team Member ID
Retrieve Shift
Grab all details about a shift.
-
ID
-
Location ID
-
Plan Variation ID
-
Customer ID
-
Start Date
-
Canceled Date
-
Charged Through Date
-
Status
-
Tax Percentage
-
Invoice Ids
-
Price Override Money
-
Version
-
Created At
-
Card ID
-
Timezone
-
Phases
-
ID
-
Reference ID
-
Is Owner
-
Status
-
Given Name
-
Family Name
-
Email Address
-
Phone Number
-
Created At
-
Updated At
-
Assigned Locations
-
ID
-
Amount Money
-
Reference ID
-
Note
-
Order ID
-
Payment Options
-
Device Options
-
Status
-
Cancel Reason
-
Payment Ids
-
Created At
-
Updated At
-
App ID
-
Location ID
-
Payment Type
-
Team Member ID
-
Customer ID
-
App Fee Money
-
Statement Description Identifier
-
Tip Money
Retrieve Transaction
Grab all details about a transaction.
Retrieve Wage Setting
Grab all details about a wage setting.
-
Start At
-
Location ID
-
Appointment Segments
-
Cursor
-
Objects
-
Related Objects
-
ID
-
Created At
-
Updated At
-
Given Name
-
Family Name
-
Nickname
-
Company Name
-
Email Address
-
Address
-
Phone Number
-
Birthday
-
Reference ID
-
Note
-
Preferences
-
Creation Source
-
Group Ids
-
Segment Ids
-
Version
-
Tax Ids
Search for Catalog Item
Search for a catalog item.
Search Invoice
Search for an invoice.
-
ID
-
Program ID
-
Balance
-
Lifetime Points
-
Customer ID
-
Enrolled At
-
Created At
-
Updated At
-
Mapping
-
Expiring Point Deadlines
-
ID
-
Type
-
Created At
-
Accumulate Points
-
Create Reward
-
Redeem Reward
-
Delete Reward
-
Adjust Points
-
Loyalty Account ID
-
Location ID
-
Source
-
Expire Points
-
Other Event
-
Accumulate Promotion Points
-
ID
-
Status
-
Loyalty Account ID
-
Reward Tier ID
-
Points
-
Order ID
-
Created At
-
Updated At
-
Redeemed At
Search Shifts
Search for a shift.
Search Subscription
Search for a subscription.
-
ID
-
Reference ID
-
Is Owner
-
Status
-
Given Name
-
Family Name
-
Email Address
-
Phone Number
-
Created At
-
Updated At
-
Assigned Locations
Search Terminal Checkout
Search for a terminal checkout.
Searchorders /V2/Orders/Search
SearchOrders
-
ID
-
Amount Money
-
Reason
-
State
-
Due At
-
Disputed Payment
-
Card Brand
-
Created At
-
Updated At
-
Brand Dispute ID
-
Reported At
-
Version
-
Location ID
-
Idempotency Key
-
Booking
-
Break Type
-
Given Name
-
Family Name
-
Company Name
-
Nickname
-
Email Address
-
Address
-
Phone Number
-
Reference ID
-
Note
-
Birthday
-
Version
-
Tax Ids
Update Customer Group
Modify a customer group.
-
Idempotency Key
-
Changes
-
Ignore Unchanged Counts
-
Invoice
-
Idempotency Key
-
Fields To Clear
Update Item Modifier Lists
Modify a catalog modifier list object that apply to the targeted catalog item.
Update Item Taxes
Modify a catalog tax object that apply to the targeted catalog item.
Update Location
Modify a location's details.
Update Order Fulfillment
Modify an order fulfillment's details.
Update Shift
Modify a shift's details.
-
Subscription
-
Team Member
Update Wage Setting
Modify a wage setting's details.
Update Workweek Config
Modify a workweek's config details.
Void Transaction
Cancel a transaction.
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Why automate Square to DocuSign?
Square to DocuSign automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Point of Sale (POS)
Square's POS integrations enable ecommerce businesses to manage their sales channels in real-time, unify their online and offline sales, and provide a consistent shopping experience across all channels.
Inventory Management
Square provides real-time inventory updates, making it easy for businesses to manage their inventory levels, track stock movement, and automate replenishment.
Omnichannel Loyalty Programs
Square offers a range of marketing and loyalty programs that allow ecommerce businesses to increase customer engagement, build customer loyalty, and drive sales growth.
Analytics and Reporting
Square provides detailed analytics and reporting tools that allow ecommerce businesses to monitor sales, identify trends, and make data-driven decisions.
Targeted Email Marketing
Segment your customer base more effectively. Nurture leads and convert one-time buyers into loyal customers, ultimately boosting sales without the need for manual data analysis.
Secure Contracts for Wholesale Orders
If you manage B2B sales through your Shopify store, integrating with DocuSign can facilitate seamless and legally-binding contract signing. You can send, track, and manage all agreements digitally, speeding up the sales process and enhancing your clients' trust.
Employment Agreements
Planning to hire for your online store? With DocuSign, you can automate the signing of employment contracts. As soon as you hire someone, the relevant documents can be sent for signature directly from your Shopify dashboard, ensuring a smooth onboarding process.
Supplier Agreements
Manage and sign all your supplier agreements digitally. As you add new products to your Shopify store or negotiate terms with suppliers, having an integrated system with DocuSign allows for fast and secure handling of these essential documents.
Customer Agreements
For specialized products or services that require specific customer agreements, you can set up automated workflows that send the necessary documents to customers for digital signing after purchase. This provides a professional touch and ensures legal compliance.
Record Keeping & Compliance
By having all your signed documents integrated into your Shopify system, you have a unified and secure place to manage all legal records. This not only makes it easier to find and access documents when needed but also aids in compliance with legal and regulatory requirements.
Automate your work in less clicks
MESA makes automation achievable so you can multiply your impact without multiplying the work.
Try MESA for free 7-day trial included. Cancel anytime.How MESA works
MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.
Step 1.
Step 2.
Add an action
Next, choose the action that should follow the trigger.
Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.
Linking actions to triggers is how you build a seamless workflow process.
Step 3.
Personalize
Make your workflow even more flexible using built-in apps.
Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.
Personalization ensures your workflows fit your unique business requirements.
All set!
You just made a workflow
Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.
With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.
Learn how to automate Square
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Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.
