Connect Hedy AI and Square
Integrate Hedy AI with Square to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a Customer in Square when New Highlight Created in Hedy AI
Add customer to a group in Square when New Highlight Created in Hedy AI
Create Customer in Square when New Highlight Created in Hedy AI
Find Customer in Square when New Highlight Created in Hedy AI
Remove Customer From Group in Square when New Highlight Created in Hedy AI
Popular Hedy AI + Square flows
Start from a real workflow other teams are already running.
Choose a trigger
Hedy AI
When this happens...
New Highlight Created
Session Ends
Choose an action
Square
Automatically do this!
Update a Customer
Add customer to a group
Create Customer
Find Customer
Remove Customer From Group
Create Customer Group
Update a Customer Group
Find Customer Group
Find a Merchant
Update a Customer in Square when New Highlight Created in Hedy AI
Use this flowAdd customer to a group in Square when New Highlight Created in Hedy AI
Use this flowCreate Customer in Square when New Highlight Created in Hedy AI
Use this flowFind Customer in Square when New Highlight Created in Hedy AI
Use this flowRemove Customer From Group in Square when New Highlight Created in Hedy AI
Use this flowCreate Customer Group in Square when New Highlight Created in Hedy AI
Use this flowUpdate a Customer Group in Square when New Highlight Created in Hedy AI
Use this flowFind Customer Group in Square when New Highlight Created in Hedy AI
Use this flowFind a Merchant in Square when New Highlight Created in Hedy AI
Use this flowUpdate a Customer in Square when Session Ends in Hedy AI
Use this flowSupported Triggers & Actions
Everything you can automate between Hedy AI and Square.
When this happensTriggers
A trigger is an event that starts a workflow.
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
New Customer Created
Triggers when a new customer is created.
New Payment Created
Triggers when a new payment is created.
Payment Updated
Triggers when a payment is updated.
Order Updated
Triggers when a order is updated.
Do thisActions
Action is the task that follows automatically within your Hedy AI integrations.
Get Session Details
Get a session's details, including transcript, conversation, and meeting minutes, by session ID.
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
Create or Update Session Context
Create a session context or update its title, content, and default setting.
List Sessions
List all meeting sessions or retrieve a specific session by ID.
List Topics
List all topics and optionally return only selected response fields.
Create Topic
Create a new topic.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
Learn more
About Square
Square is a comprehensive platform that offers a range of tools and services for businesses, primarily focusing on payment processing, point-of-sale solutions, and financial services.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Hedy AI and Square accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Hedy AI and Square as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Square. No coding required.
Yes. You can set up a workflow where Hedy AI triggers actions in Square, and a separate workflow where Square triggers actions in Hedy AI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Hedy AI and Square. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Hedy AI and Square integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
