--- title: "Connect HelpDesk and Square - APIANT.ai" description: "When \"New Message in a Ticket\" fires in HelpDesk, your agent runs \"Add order\" in Square, or \"New order\" in Square to \"Add Followers to Ticket\" in HelpDesk." canonical: "https://apiant.ai/connect/helpdesk-to-square" --- # Connect HelpDesk and Square When **New Message in a Ticket** fires in [HelpDesk](https://apiant.ai/connections/helpdesk), your agent runs **Add order** in [Square](https://apiant.ai/connections/square), or **New order** in Square to **Add Followers to Ticket** in HelpDesk. Describe the whole flow and it is built, tested on every scenario and kept running. HelpDesk **2** triggers HelpDesk **20** 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 HelpDesk 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 HelpDesk and Square can do together ### From HelpDesk to Square - When **New Message in a Ticket** in HelpDesk then **Add order** in Square - When **New Ticket** in HelpDesk then **Create customer** in Square ### From Square to HelpDesk - When **New order** in Square then **Add Followers to Ticket** in HelpDesk - When **New or updated customer** in Square then **Add Tags to Ticket** in HelpDesk 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 HelpDesk and Square ## Triggers and actions 5 triggers ยท 39 actions - Trigger **New Message in a Ticket** - Trigger **New Ticket** - Action **Add Canned Response** Create a new canned response. - Action **Add Followers to Ticket** - Action **Add Tags to Ticket** - Action **Create Ticket** - Action **Create Upload Transaction** - Action **Delete Canned Response** Delete a canned response by ID. - Action **Delete Ticket** Delete a ticket by ID. - Action **Find Tickets** - Action **Get Agent** Retrieve a single agent by ID. - Action **Get Canned Response** Retrieve a single canned response by ID. - Action **Get Team** Retrieve a single team by ID. - Action **Get Ticket** Retrieve a single ticket by ID. - Action **List Agents** List all agents. - Action **List Canned Responses** List all canned responses. - Action **List Teams** List all teams. - Action **Update Agent** Update an existing agent by ID. - Action **Update Canned Response** Update an existing canned response by ID. - Action **Update Team** Update an existing team by ID. - Action **Update Ticket / Send Reply** - Action **Upload Attachment During Transaction** - 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 - [ **HelpDesk** HelpDesk is a ticketing software for effortless customer support](https://apiant.ai/connections/helpdesk) - [ **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 HelpDesk - [ **HelpDesk to Geocode.xyz** Geocode.xyz is a worldwide geocoding service.](https://apiant.ai/connect/helpdesk-to-geocode-xyz) - [ **HelpDesk to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/helpdesk-to-linkedin) - [ **HelpDesk to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/helpdesk-to-facebook) - [ **HelpDesk to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/helpdesk-to-anthropic) - [ **HelpDesk to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/helpdesk-to-supabase) - [ **HelpDesk to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/helpdesk-to-elevenlabs) ## 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 ## HelpDesk and Square, answered ### ### What can start an automation from HelpDesk? Any of HelpDesk's 2 triggers in the catalog, including New Message in a Ticket 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 HelpDesk? 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 HelpDesk? Yes. When something happens in Square, your agent can act in HelpDesk too. This page covers both directions: Square's triggers and HelpDesk's actions are listed here as well. ### ### Do I have to build a connector for HelpDesk 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 HelpDesk 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.