Square integration

Payment solutions for every business. Use Square from Zoft voice agents, chat agents, workflows and AI employees.

Sign in with OAuth
7 triggers

Get early access Talk to sales

Starts withNew Order
ZoftAgent or workflow decides what happens next

Illustrative flow built from Square’s real triggers and actions.

Zoft + Square

What Zoft can do with Square.

01Voice agentsA phone agent can use Square actions during the call, then hand off to a person when it should.
02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Square while it talks to the customer.
03WorkflowsStart a workflow when “New Order” happens in Square, or use Square as any step on the canvas.
04AI employeesAn AI employee can find and use Square actions on its own, and ask for your approval before it sends or changes anything important.

Triggers 7

Events in Square that can start a workflow.

New OrderTriggered when a new order is created
New InvoiceTriggered when a new invoice is created
New PaymentTriggered when a new payment is created
New CustomerTriggered when a customer is created
Order UpdatedTriggered when an order is updated
New AppointmentTriggered when a new appointment is created
Customer UpdatedTriggered when a customer is updated

Setup

Connect Square in three steps.

01ConnectChoose Square in Connections and approve access in the Square sign-in window. Zoft never sees your password.
02Put it to workAdd Square as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

See all in Commerce

FAQ

Square on Zoft, answered.

What can Zoft do with Square?

Zoft supports 7 triggers for Square. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Square to Zoft?

Choose Square in Connections and approve access in the Square sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Square?

Yes. Once Square is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Square without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Square to work in your operation.