--- title: "Connect JotForm and Square - APIANT.ai" description: "When \"New Form Submission\" fires in JotForm, your agent runs \"Search customers\" in Square." canonical: "https://apiant.ai/connect/jotform-to-square" --- # Connect JotForm and Square When **New Form Submission** fires in [JotForm](https://apiant.ai/connections/jotform), your agent runs **Search customers** in [Square](https://apiant.ai/connections/square), or **New order** in Square to **Add Submissions to the Form** in JotForm. Describe the whole flow and it is built, tested on every scenario and kept running. JotForm **2** triggers JotForm **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 JotForm 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) Connecting JotForm and Square lets the forms your customers fill in feed straight into your Square account, so a signup or order request becomes a customer profile, an order or a recorded payment without anyone retyping it. It works the other way too: new Square orders and payments can be written back into a JotForm form you use for tracking. Example flows ## What JotForm and Square can do together ### From JotForm to Square - When **New Form Submission** in JotForm then **Search customers** in Square - When **New Form Submission** in JotForm then **Add order** in Square ### From Square to JotForm - When **New order** in Square then **Add Submissions to the Form** in JotForm - When **New payment** in Square then **Add or Edit a Single Question Properties** in JotForm 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 JotForm and Square ## Triggers and actions 5 triggers · 40 actions - Trigger **New Form Submission** Polling trigger: fires when a new submission is received for the specified form. - Trigger **New Form Submission (instant)** Triggers instantly when someone submits the chosen form. - Action **Add or Edit a Single Question Properties** Add or edit a single question properties - Action **Add Submissions to the Form** Add Submissions to the Form - Action **Create or Replace Form** Create new forms - Action **Edit Submission Data** Edit Submission Data - Action **Get Details About a Question** Get Details About a Question - Action **Get Form** Get the details of a specific form. - Action **Get Form Files** List files uploaded to a form's submissions. - Action **Get Form Questions** Get a list of all questions on a form. - Action **Get History** Get History - Action **Get Label Resources** Get Label Resources - Action **Get Report Details** Get Report Details - Action **Get Submission** Get details of a specific submission. - Action **Get User Reports** Get User Reports - Action **List Account Submissions** List all submissions across all forms on the account. - Action **List Folders** Get a list of form folders on the account. - Action **List Form Reports** List all reports for a specific form. - Action **List Forms** List all forms on the account. - Action **List Form Submissions** List submissions for a specific form. - Action **Remove Resources from Label** Remove Resources from Label - Action **Replace Form Properties** Add or edit properties of a specific form - Action **Set Form Properties** Add or edit properties of a specific form - 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 - [ **JotForm** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connections/jotform) - [ **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 JotForm - [ **JotForm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/jotform-to-salesforce) - [ **JotForm to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/jotform-to-slack) - [ **JotForm to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/jotform-to-quickbooks-online) - [ **JotForm to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/jotform-to-trello) - [ **JotForm to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/jotform-to-zoom) - [ **JotForm to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/jotform-to-twilio) ## 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) - [ **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) - [ **Cliniko to Square** Cliniko is a practice management platform — manage patients, appointments, invoices, contacts, and...](https://apiant.ai/connect/cliniko-to-square) Questions ## JotForm and Square, answered ### ### Can a JotForm submission create a Square customer only when the person is new? Yes. The agent can search customers in Square by the email on the submission and create a profile only when nothing comes back, so repeat buyers keep one record instead of gaining duplicates. ### ### Will Square order details reach my JotForm forms? Yes. The new order and new payment triggers in Square can create a submission on a form you nominate, filling the fields you pick such as amount, location or pickup time. You can also edit an existing submission to add the Square order number back onto it. ### ### What can start an automation from JotForm? Any of JotForm's 2 triggers in the catalog, including New Form Submission and New Form Submission (instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Square when something happens in JotForm? Any of Square's 19 actions, including Add catalog object, Add payment, Search customers and Create customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Square to JotForm? Yes. When something happens in Square, your agent can act in JotForm too. This page covers both directions: Square's triggers and JotForm's actions are listed here as well. ### ### Do I have to build a connector for JotForm 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 JotForm 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.