Create a record in Airtable when a payment lands in Square

What each client fills in

Airtable: Base ID

From the base’s URL: airtable.com/appXXXX/…

Airtable: Table

For example Leads

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• Square

  developer.squareup.com → the client’s application (their own account) → Credentials → Production access token. A personal access token for the client’s own account needs no Square review.

• Airtable

  airtable.com/create/tokens → Create token → scopes data.records:write and data.records:read (lookups and the triggers) → add the client’s base → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Square, for “A payment lands”
2. Connect the client’s Airtable, for “Create a record”
3. Fill in Airtable: Base ID (From the base’s URL: airtable.com/appXXXX/…)
4. Fill in Airtable: Table (For example Leads)
5. Match Airtable’s fields to the client’s own: Amount in cents, Currency, Total in cents, Status