Connect Square and copilot AI to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
- Request a new Action for copilot AI
Enable Integrations or automations with these events of Square and copilot AI
Enable Integrations or automations with these events of Square and copilot AI
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your Square and copilot AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Square triggers actions in copilot AI (or vice versa).
Absolutely. You can customize how Square data is recorded in copilot AI. This includes choosing which data fields go into which fields of copilot AI, setting up custom formats, and filtering out unwanted information.
The data sync between Square and copilot AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Square and copilot AI. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout copilot AI
CoPilot AI is a contact management solution for building your sales pipeline and uncovering hidden revenue with social lead generation.
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