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Connect Square and toflow.ai

Integrate Square with toflow.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Popular Square + toflow.ai flows

Start from a real workflow other teams are already running.

Choose a trigger

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Square

When this happens...

Choose an action

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toflow.ai

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between Square and toflow.ai.

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer Created

New Customer Created

Triggers when a new customer is created.

New Payment Created

New Payment Created

Triggers when a new payment is created.

Payment Updated

Payment Updated

Triggers when a payment is updated.

Order Updated

Order Updated

Triggers when a order is updated.

Customer Updated

Customer Updated

Triggers when a customer is updated.

Refund Created

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 a Customer

Update an existing customer

Add customer to a group

Add customer to a group

Add a customer to a specified group

Create Customer

Create Customer

Create a new customer

Find Customer

Find Customer

Search for a customer by email, phone, company or name.

Remove Customer From Group

Remove Customer From Group

Removes a customer from a group.

Create Customer Group

Create Customer Group

Create a new customer group.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Square
Square + toflow.ai
Square logo

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.

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Integrations toflow.ai
toflow.ai + Square
toflow.ai logo

About toflow.ai

AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.

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Frequently Asked Questions

How do I connect Square and toflow.ai?

Sign up for a free viaSocket account, then authorize both your Square and toflow.ai 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Square and toflow.ai as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Square to toflow.ai?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach toflow.ai. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Square triggers actions in toflow.ai, and a separate workflow where toflow.ai triggers actions in Square. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Square and toflow.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Square and toflow.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.