--- title: "Connect Freshdesk and Square - APIANT.ai" description: "When \"New Company\" fires in Freshdesk, your agent runs \"Add order\" in Square, or \"New order\" in Square to \"Add Note to Ticket\" in Freshdesk." canonical: "https://apiant.ai/connect/freshdesk-to-square" --- # Connect Freshdesk and Square When **New Company** fires in [Freshdesk](https://apiant.ai/connections/freshdesk), your agent runs **Add order** in [Square](https://apiant.ai/connections/square), or **New order** in Square to **Add Note to Ticket** in Freshdesk. Describe the whole flow and it is built, tested on every scenario and kept running. Freshdesk **3** triggers Freshdesk **21** actions Square **3** triggers Square **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Freshdesk and Square to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Freshdesk and Square can do together ### From Freshdesk to Square - When **New Company** in Freshdesk then **Add order** in Square - When **New Contact** in Freshdesk then **Create customer** in Square ### From Square to Freshdesk - When **New order** in Square then **Add Note to Ticket** in Freshdesk - When **New or updated customer** in Square then **Create Contact** in Freshdesk 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 Freshdesk and Square ## Triggers and actions 6 triggers ยท 40 actions - Trigger **New Company** Triggers when a new company is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Ticket** Triggers when a new ticket is created. - Action **Add Note to Ticket** Adds a private or public note to a ticket. - Action **Create Company** Creates a new company. - Action **Create Contact** Creates a new contact. - Action **Create Ticket** Creates a new ticket in Freshdesk. - Action **Delete Contact** Deletes a contact by ID. - Action **Delete Ticket** Deletes a ticket by ID. - Action **Get Agent** Retrieves an agent by ID. - Action **Get Company** Retrieves a company by ID. - Action **Get Contact** Retrieves a contact by ID. - Action **Get Ticket** Retrieves a single ticket by ID. - Action **List Agents** Lists all agents. - Action **List Companies** Lists companies. - Action **List Contacts** Lists contacts. - Action **List Ticket Conversations** Lists all conversations (replies and notes) on a ticket. - Action **List Tickets** Lists tickets, most recently updated first. - Action **Reply to Ticket** Adds a public reply to a ticket conversation. - Action **Search Contacts** Searches contacts using a Freshdesk query string. - Action **Search Tickets** Searches tickets using a Freshdesk query string. - Action **Update Company** Updates a company by ID. - Action **Update Contact** Updates a contact by ID. - Action **Update Ticket** Updates an existing ticket by ID. - Trigger **New order** Triggered when a new order is created at the specified location. - Trigger **New or updated customer** Triggered when a customer is created or updated. - Trigger **New payment** Triggered when a new payment is received. - Action **Add catalog object** Creates a catalog object (item, variation, category, tax, discount, modifier list and more) in the Square catalog. - Action **Add order** Creates a new Square order at a location, with optional line items, taxes, discounts, service charges and a fulfillment. - Action **Add payment** Creates a payment: charges a card or payment token, or records a cash or external payment the seller received outside Square. - Action **Add refund** Refund a payment. - Action **Cancel payment** Cancels (voids) a Square payment that is still in the APPROVED status, i.e. a delayed-capture payment that has not been completed. - Action **Create customer** Creates a new customer profile. - Action **Delete catalog object** Deletes a Square catalog object by ID, along with any objects that depend on it (for example an item's variations). - Action **Delete customer** Deletes a customer profile by ID. - Action **Find catalog object** Retrieves a catalog object (item, variation, etc.) by ID. - Action **Find customer** Returns customer details for the specified customer ID. - Action **Find order** Retrieves an order by ID. - Action **Find payment** Retrieves a payment by ID. - Action **List locations** Lists all business locations for the connected Square account. - Action **List payments** Lists payments for the connected merchant, newest first. - Action **Search catalog objects** Searches catalog objects by type (ITEM, CATEGORY, etc.). - Action **Search customers** Searches customer profiles by email, phone, or reference ID. - Action **Search orders** Searches orders for the specified location(s). - Action **Update customer** Updates an existing customer profile. - Action **Update order** Updates an open Square order by adding or replacing fields, or clearing them. Completed or canceled orders cannot be updated. ## Each app on its own - [ **Freshdesk** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connections/freshdesk) - [ **Square** Square is a commerce platform for payments, point of sale, orders, customers, catalog, and invoices.](https://apiant.ai/connections/square) Reviews ## What our customers say ## More from Freshdesk - [ **Freshdesk to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freshdesk-to-hubspot) - [ **Freshdesk to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freshdesk-to-salesforce) - [ **Freshdesk to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freshdesk-to-slack) - [ **Freshdesk to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/freshdesk-to-mailchimp) - [ **Freshdesk to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/freshdesk-to-stripe) - [ **Freshdesk to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/freshdesk-to-shopify) ## More into Square - [ **Shopify to Square** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-square) - [ **Intercom to Square** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-square) - [ **JotForm to Square** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/jotform-to-square) - [ **OpenAI to Square** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connect/openai-to-square) - [ **Capsule CRM to Square** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-square) - [ **MINDBODY to Square** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-square) Questions ## Freshdesk and Square, answered ### ### What can start an automation from Freshdesk? Any of Freshdesk's 3 triggers in the catalog, including New Company, New Contact and New Ticket. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Square when something happens in Freshdesk? 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 Freshdesk? Yes. When something happens in Square, your agent can act in Freshdesk too. This page covers both directions: Square's triggers and Freshdesk's actions are listed here as well. ### ### Do I have to build a connector for Freshdesk 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 Freshdesk 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.