Connect Square and Copilot
Integrate Square with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Copilot when New Customer Created in Square
Create Folder in Copilot when New Customer Created in Square
Create Note in Copilot when New Customer Created in Square
Update Client in Copilot when New Customer Created in Square
Request Form Responses in Copilot when New Customer Created in Square
Popular Square + Copilot flows
Start from a real workflow other teams are already running.
Choose a trigger
Square
When this happens...
New Customer Created
New Payment Created
Payment Updated
Order Updated
Customer Updated
Refund Created
Invoice Payment Made
New Subscription Created
Customer Deleted
Location Updated
New Location
New Order
Order Fulfillment Updated
New Order Fulfillment
Choose an action
Copilot
Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Create Client in Copilot when New Customer Created in Square
Use this flowCreate Folder in Copilot when New Customer Created in Square
Use this flowCreate Note in Copilot when New Customer Created in Square
Use this flowUpdate Client in Copilot when New Customer Created in Square
Use this flowRequest Form Responses in Copilot when New Customer Created in Square
Use this flowCreate Message Channel in Copilot when New Payment Created in Square
Use this flowCreate Link on Copilot when New Payment Created in Square
Use this flowCreate Folder in Copilot when New Payment Created in Square
Use this flowCreate File in Copilot when New Payment Created in Square
Use this flowCreate Note in Copilot when New Payment Created in Square
Use this flowSupported Triggers & Actions
Everything you can automate between Square and Copilot.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Customer Updated
Triggers when a customer is updated.
Refund Created
Triggers when a refund is created.
Do thisActions
Action is the task that follows automatically within your Square integrations.
Update a Customer
Update an existing customer
Add customer to a group
Add a customer to a specified group
Create Customer
Create a new customer
Find Customer
Search for a customer by email, phone, company or name.
Remove Customer From Group
Removes a customer from a group.
Create Customer Group
Create a new customer group.
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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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 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
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Square and Copilot 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 Square and Copilot 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 Copilot. No coding required.
Yes. You can set up a workflow where Square triggers actions in Copilot, and a separate workflow where Copilot triggers actions in Square. 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 Square and Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Square and Copilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
