--- title: "Connect Square to Sophiie - APIANT.ai" description: "When \"New order\" fires in Square, your agent runs \"Add lead\" in Sophiie. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/square-to-sophiie" --- # Connect Square to Sophiie When **New order** fires in [Square](https://apiant.ai/connections/square), your agent runs **Add lead** in [Sophiie](https://apiant.ai/connections/sophiie). Describe the whole flow and it is built, tested on every scenario and kept running. Square **3** triggers Square **19** actions Sophiie **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Square and Sophiie 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 Square can start in Sophiie - When **New order** in Square then **Add lead** in Sophiie - When **New or updated customer** in Square then **Update lead** in Sophiie 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 Square and Sophiie ## Triggers and actions 3 triggers · 37 actions - 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. - Action **Add appointment** Books an appointment (job) for a lead in Sophiie. It appears on the dashboard calendar and syncs to connected calendars. - Action **Add lead** Creates a new lead in your Sophiie organization with contact details, business name and social links. - Action **Cancel appointment** Cancels an appointment (job), keeping it with status Cancelled and syncing the cancellation to connected calendars. - Action **Delete lead** Deletes a lead from your Sophiie organization. - Action **Get appointment** Returns a single appointment (job) by its ID, including its time, status, lead, attendees and notes. - Action **Get call** Returns a single completed phone call, including its outcome, summary, transcript and recording link. - Action **Get inquiry** Returns a single inquiry, including its customer (lead) and the call, chat, webform or message details it came from. - Action **Get lead** Returns a lead's full details, including contact info, status, tags, default address and last inquiry. - Action **Get organization** Returns the details of the Sophiie organization tied to the connected account, including its name, contact details, time zone, country and currency. - Action **List appointments** Returns the appointments (jobs) in your Sophiie organization, optionally only those for one lead. - Action **List inquiries** Returns the inquiries (calls, emails, chats, SMS, web forms and social messages) received by your Sophiie organization, optionally filtered by lead, source or archived state. - Action **List lead notes** Returns the notes recorded on a lead, including their content, author and timestamps. - Action **List leads** Returns the leads in your Sophiie organization, with contact details, status and unread inquiry counts. Optionally limit to leads created or updated since a given time. - Action **List members** Returns the members (users) of your Sophiie organization, including their role, name, email and phone. - Action **Send call** Places an outbound phone call to a person using your organization's Sophiie virtual assistant. - Action **Send SMS** Sends an SMS (or MMS with media) to a lead, continuing an existing conversation thread or starting a new one. - Action **Update appointment** Updates an existing appointment (job) in Sophiie. Only the fields you fill in are changed. - Action **Update lead** Updates an existing lead's contact details, such as name, email, phone, suburb, business name and social links. ## Each app on its own - [ **Square** Square is a commerce platform for payments, point of sale, orders, customers, catalog, and invoices.](https://apiant.ai/connections/square) - [ **Sophiie** Sophiie is a virtual receptionist that automates call handling, captures leads, books jobs, and updates your...](https://apiant.ai/connections/sophiie) Reviews ## What our customers say ## More from Square - [ **Square to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/square-to-webflow) - [ **Square to EchtPost Postcards** With EchtPost, you write the postcard digitally in your web browser.](https://apiant.ai/connect/square-to-echtpost-postcards) - [ **Square to Reverse Contact** Reverse Contact finds the LinkedIn profiles of your prospects thanks to their email, and recovers all the...](https://apiant.ai/connect/square-to-reverse-contact) - [ **Square to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/square-to-stripe) - [ **Square to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/square-to-trello) - [ **Square to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/square-to-zoom) ## More into Sophiie - [ **HubSpot to Sophiie** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sophiie) - [ **Salesforce to Sophiie** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sophiie) - [ **Slack to Sophiie** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sophiie) - [ **Google Sheets to Sophiie** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-sophiie) - [ **Gmail to Sophiie** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sophiie) - [ **Google Calendar to Sophiie** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sophiie) Questions ## Square and Sophiie, answered ### ### What can start an automation from Square? Any of Square's 3 triggers in the catalog, including New order, New or updated customer and New payment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Sophiie when something happens in Square? Any of Sophiie's 18 actions, including Send call, Send SMS, Update appointment and Update lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Sophiie to Square? Sophiie has no triggers in the catalog today, so automations start in Square. If you need the other direction, ask: your agent reads Sophiie's API documentation and adds it. ### ### Do I have to build a connector for Square or Sophiie? 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 Square and Sophiie 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.