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Set up your first integration
Quickly connect Google Docs to Square with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Google Docs with Square - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Document" from Google Docs.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects Google Docs and Square, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Document
Triggers when a new document is added (inside any folder).
Try ItTriggerPolling - Drive
- Folder
- Document NameRequired
- Text to AppendRequired
- Append Text on New Line?
ActionWrite- Document NameRequired
- New Document NameRequired
- Drive
- Folder
ActionWrite- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- Drive
- Folder
Try ItTriggerPolling- Drive containing the template document
- Template_folder
- Document NameRequired
- New Document NameRequired
- Drive
- Folder
- Sharing Preference
- Unused Fields Preference
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
ActionWrite- New Document NameRequired
- Document NameRequired
- Drive
- Folder
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
ActionWrite- Drive
- Folder
- New Document NameRequired
ActionSearch
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Practical ways you can use Google Docs and Square
Generate invoices for new catalog items in Square
When a new catalog item is added in Square, Zapier can automatically create a corresponding invoice in Google Docs. This simplifies billing processes, ensuring every new product or service added has the necessary payment documentation ready.
Business OwnerLog new Square payments into Google Docs
Streamline financial tracking by logging new payments from Square into a Google Doc. Zapier automates this task, ensuring all payment information is consistently stored for analysis or auditing.
ITLearn how to automate Google Docs on the Zapier blog
Learn how to automate Square on the Zapier blog
Frequently Asked Questions about Google Docs + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Docs and Square
Can I automatically create a Google Doc when a new transaction occurs in Square?
Yes, you can set up a trigger-action workflow where a new transaction in Square triggers the creation of a Google Doc. You'll configure the trigger to activate when a transaction is completed in Square, and then set up an action to create or modify a document in Google Docs.
How do I update an existing Google Doc based on changes in Square?
We provide options where you can trigger updates to an existing Google Doc whenever there are changes detected in your Square account. For instance, updating inventorystatus or customer details in Square can automatically update specified sections of your Google Doc.
What kind of data can be transferred from Square to Google Docs?
You can transfer various types of data from Square to Google Docs including transaction details, customer information, inventory changes, and more. This allows you to create comprehensive reports or maintain records directly within your Google Docs.
Is it possible to generate reports in Google Docs using sales data from Square?
Absolutely. You can set up workflows that gather sales data from Square and automatically generate formatted reports within Google Docs. This could include detailed tables, summaries, and analytics based on the transactions processed through your Square account.
Can I use templates for documents generated through this integration?
Yes, we support using templates for documents created via this integration. You can choose a predefined template in Google Docs and auto-populate it with data coming from your triggers set in Square.
Is there a way to track inventory changes from Square into a document format?
Indeed, whenever there is an update or adjustment made in your inventory on Square, you can automate these notifications into structured formats within Google Docs so that all inventory movements are documented efficiently.
What should I do if my integration workflow between Google Docs and Square stops working?
If your integration ceases functioning as expected, first ensure both accounts have proper privileges enabled and check for any connectivity issues or errors reported within our platform. You might need to re-authenticate access permissions or contact support if issues persist.