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Workflow starter brief

Report in-store sales back to Meta Ads

Sends each day's Square in-store purchases to Meta Ads as conversion events, so campaign reporting includes store revenue.

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Proposed workflow

A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.

When

Every day at 06:00 PM UTC, pull the day's completed Square Point of Sale payments.

Then

  1. Use a custom Meta Ads integration, not the managed connection, with your Events Manager access token.
  2. Read Meta's Conversions API reference.
  3. Post each payment to your dataset as a physical-store Purchase event with its value, currency, epoch-second time, and hashed customer email and phone, using the Square payment id as the order id for duplicate handling.

Before you publish

Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.

Runtime limits, account access and AI usage

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