--- title: "Connect Orderry and Square - APIANT.ai" description: "When \"Ad Campaigns\" fires in Orderry, your agent runs \"Add order\" in Square, or \"New order\" in Square to \"Create an Order\" in Orderry." canonical: "https://apiant.ai/connect/orderry-to-square" --- # Connect Orderry and Square When **Ad Campaigns** fires in [Orderry](https://apiant.ai/connections/orderry), your agent runs **Add order** in [Square](https://apiant.ai/connections/square), or **New order** in Square to **Create an Order** in Orderry. Describe the whole flow and it is built, tested on every scenario and kept running. Orderry **6** triggers Orderry **29** 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 Orderry 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 Orderry and Square can do together ### From Orderry to Square - When **Ad Campaigns** in Orderry then **Add order** in Square - When **Clients List** in Orderry then **Create customer** in Square ### From Square to Orderry - When **New order** in Square then **Create an Order** in Orderry - When **New or updated customer** in Square then **Add Order Comment** in Orderry 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 Orderry and Square ## Triggers and actions 9 triggers · 48 actions - Trigger **Ad Campaigns** Triggers when a new ad campaign is added in Orderry. - Trigger **Clients List** Triggers when a new client is added in Orderry. - Trigger **Employees List** Triggers when a new employee is added to the Orderry account. - Trigger **Lead Types** Triggers when a new lead type is added to your Orderry account. - Trigger **Locations** Triggers when a new location (branch) is added to the Orderry account. - Trigger **Order Custom Fields** Triggers when a new custom field is defined for orders in Orderry. - Action **Add Booking Item** Adds a product or service line item to an existing booking. - Action **Add Order Comment** Adds a comment to an order in Orderry, optionally marked as private. - Action **Add Task Comment** Adds a comment to an existing task in Orderry, optionally marked as private. - Action **Changing Order Status** Changes the status of an Orderry order, optionally with a comment explaining the change. - Action **Create a Client** Creates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values. - Action **Create a Lead** Creates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details. - Action **Create an Order** Creates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee. - Action **Create an Order Item** Adds a product or service line item to an existing Orderry order. - Action **Create an Order or Estimate** Creates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values. - Action **Create a Payment** Records a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale. - Action **Create Booking** Creates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window. - Action **Create Product** Creates a new product in your Orderry catalog with its category, unit of measure, prices and other details. - Action **Create Service** Creates a new service in your Orderry service catalog. - Action **Create Task** Creates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice. - Action **Create Update_booking** Updates an existing booking's location, status, assignee, client, schedule, resource or comment. - Action **Find Service** Finds catalog services by name, barcode or category and returns the matching services. - Action **Get Assets** Returns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner. - Action **Get Client by ID** Returns a single client record, including its contact details and custom field values, by its ID. - Action **Get Estimate** Returns a single estimate with its client, status, dates, totals and custom field values. Line items are not included. - Action **Get Estimate by Id** Returns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included. - Action **Get Lead** Returns a single lead by its ID, including contact details, status and custom field values. - Action **Get Orders** Returns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges. - Action **Get Task** Returns a single task by its ID. - Action **Search for Clients** Searches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records. - Action **Update an Order Item** Updates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee. - Action **Update an Order or Estimate** Updates an existing order estimate in Orderry, changing only the fields you fill in. - Action **Update_booking_item** Updates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking. - Action **Update Client** Updates an existing client (person) in Orderry. Only the fields you fill in are changed. - Action **Update Product** Updates an existing product in the Orderry catalog. Only the fields you fill in are changed. - 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 - [ **Orderry** Orderry is a work order management system to process repair and service jobs online, from estimation to...](https://apiant.ai/connections/orderry) - [ **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 Orderry - [ **Orderry to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/orderry-to-salesforce) - [ **Orderry to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/orderry-to-slack) - [ **Orderry to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/orderry-to-stripe) - [ **Orderry to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/orderry-to-shopify) - [ **Orderry to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/orderry-to-quickbooks-online) - [ **Orderry to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/orderry-to-pipedrive) ## 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 ## Orderry and Square, answered ### ### What can start an automation from Orderry? Any of Orderry's 6 triggers in the catalog, including Ad Campaigns, Clients List, Employees List and Lead Types. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Square when something happens in Orderry? 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 Orderry? Yes. When something happens in Square, your agent can act in Orderry too. This page covers both directions: Square's triggers and Orderry's actions are listed here as well. ### ### Do I have to build a connector for Orderry 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 Orderry 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.