Square integration
Solutions & Tools to Grow Your Business.
What your agents can do with Square
9 pre-built Square tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (4)
Create Invoice
Creates a draft invoice for an order. You must send (publish) the invoice before Square can process it.
Send Invoice
Publishes the latest version of a specified invoice.
Create Order
Creates a new order that can include information about products for purchase.
Create Customer
Creates a new customer for a business. Must provide at least one of the following: Given Name, Family Name, Company Name, Email Address, or Phone Number.
Triggers (5)
New Order Created
Emit new event for every new order created.
New Invoice Created
Emit new event for every new invoice created.
New Customer Created
Emit new event for every new customer created.
New Booking Created
Emit new event for every new booking created.
Catalog Item Updated
Emit new event every time a catalog item is updated.
Set up Square in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Square account
In Relevance AI, open Integrations and add Square. You will be sent to Square to sign in and approve access, and the connection is stored against your workspace.
Use Square in an agent
Create a tool, add a Square tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Square to work in your agents
Connect Square alongside 1,800+ other integrations and let your agents run the busywork.