Integration
Connect ConvertFlow and Square
When Contact Created or Updated fires in ConvertFlow, your agent runs Add order in Square, or New order in Square to Create or Update Contact in ConvertFlow. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want ConvertFlow and Square to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What ConvertFlow and Square can do together
From ConvertFlow to Square
When Contact Created or Updated in ConvertFlow
then Add order in Square
When New Campaign in ConvertFlow
then Create customer in Square
From Square to ConvertFlow
When New order in Square
then Create or Update Contact in ConvertFlow
When New or updated customer in Square
then Find Contact in ConvertFlow
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with ConvertFlow and Square
Triggers and actions 5 triggers · 30 actions
Trigger
Contact Created or UpdatedTriggers when a ConvertFlow contact is created or updated.
Trigger
New CampaignTriggers when a new campaign is created in ConvertFlow.
Action
Archive CampaignArchives a ConvertFlow campaign so visitors no longer see it.
Action
Create or Update ContactCreates a contact in ConvertFlow, or updates the existing contact with the same email.
Action
Delete ContactPermanently deletes a ConvertFlow contact by email address, for data compliance requests.
Action
Find ContactFinds ConvertFlow contacts by email address or contact ID.
Action
Get CampaignReturns one ConvertFlow campaign by ID, with its format, live state and page settings.
Action
Get Campaign PerformanceReturns performance metrics for one ConvertFlow campaign and its variants over a chosen timeframe.
Action
List CampaignsReturns the website's ConvertFlow campaigns, optionally filtered by status, one page at a time.
Action
List SegmentsReturns the website's ConvertFlow audience segments and their conditions, optionally filtered by name.
Action
List WebsitesReturns the websites your ConvertFlow API token can access, with their IDs and account names.
Action
Publish CampaignPublishes a ConvertFlow campaign's latest changes so visitors see them.
Action
Update CampaignUpdates a ConvertFlow campaign's name, format, page path and SEO settings. Only the fields you fill in change.
Trigger
New orderTriggered when a new order is created at the specified location.
Trigger
New or updated customerTriggered when a customer is created or updated.
Trigger
New paymentTriggered when a new payment is received.
Action
Add catalog objectCreates a catalog object (item, variation, category, tax, discount, modifier list and more) in the Square catalog.
Action
Add orderCreates a new Square order at a location, with optional line items, taxes, discounts, service charges and a fulfillment.
Action
Add paymentCreates a payment: charges a card or payment token, or records a cash or external payment the seller received outside Square.
Action
Add refundRefund a payment.
Action
Cancel paymentCancels (voids) a Square payment that is still in the APPROVED status, i.e. a delayed-capture payment that has not been completed.
Action
Create customerCreates a new customer profile.
Action
Delete catalog objectDeletes a Square catalog object by ID, along with any objects that depend on it (for example an item's variations).
Action
Delete customerDeletes a customer profile by ID.
Action
Find catalog objectRetrieves a catalog object (item, variation, etc.) by ID.
Action
Find customerReturns customer details for the specified customer ID.
Action
Find orderRetrieves an order by ID.
Action
Find paymentRetrieves a payment by ID.
Action
List locationsLists all business locations for the connected Square account.
Action
List paymentsLists payments for the connected merchant, newest first.
Action
Search catalog objectsSearches catalog objects by type (ITEM, CATEGORY, etc.).
Action
Search customersSearches customer profiles by email, phone, or reference ID.
Action
Search ordersSearches orders for the specified location(s).
Action
Update customerUpdates an existing customer profile.
Action
Update orderUpdates an open Square order by adding or replacing fields, or clearing them. Completed or canceled orders cannot be updated.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
ConvertFlow and Square, answered
What can start an automation from ConvertFlow?
Any of ConvertFlow's 2 triggers in the catalog, including Contact Created or Updated and New Campaign. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Square when something happens in ConvertFlow?
Any of Square's 19 actions, including Create customer, Update customer, Update order and Add catalog object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Square to ConvertFlow?
Yes. When something happens in Square, your agent can act in ConvertFlow too. This page covers both directions: Square's triggers and ConvertFlow's actions are listed here as well.
Do I have to build a connector for ConvertFlow or Square?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use ConvertFlow and Square without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.