Integration
Connect Square and Userflow
When something happens in Square or Userflow, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Square and Userflow to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Square and Userflow can do together
From Square to Userflow
When New order in Square
then Create/Update Group in Userflow
From Userflow to Square
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 Userflow
Triggers and actions 17 triggers · 24 actions
- New order
Triggered when a new order is created at the specified location.
- New or updated customer
Triggered when a customer is created or updated.
- New payment
Triggered when a new payment is received.
- Add catalog object
Creates a catalog object (item, variation, category, tax, discount, modifier list and more) in the Square catalog.
- Add order
Creates a new Square order at a location, with optional line items, taxes, discounts, service charges and a fulfillment.
- Add payment
Creates a payment: charges a card or payment token, or records a cash or external payment the seller received outside Square.
- Add refund
Refund a payment.
- 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.
- Create customer
Creates a new customer profile.
- Delete catalog object
Deletes a Square catalog object by ID, along with any objects that depend on it (for example an item's variations).
- Delete customer
Deletes a customer profile by ID.
- Find catalog object
Retrieves a catalog object (item, variation, etc.) by ID.
- Find customer
Returns customer details for the specified customer ID.
- Find order
Retrieves an order by ID.
- Find payment
Retrieves a payment by ID.
- List locations
Lists all business locations for the connected Square account.
- List payments
Lists payments for the connected merchant, newest first.
- Search catalog objects
Searches catalog objects by type (ITEM, CATEGORY, etc.).
- Search customers
Searches customer profiles by email, phone, or reference ID.
- Search orders
Searches orders for the specified location(s).
- Update customer
Updates an existing customer profile.
- Update order
Updates an open Square order by adding or replacing fields, or clearing them. Completed or canceled orders cannot be updated.
- Checklist Completed
Triggered when a user finishes every task in a Userflow checklist.
- Checklist Dismissed/Ended
Triggered when a Userflow checklist ends for a user — because they dismissed it, it was completed, or it stopped applying to them. The reason is in checklist_end_reason.
- Checklist Started
Triggered when a user starts a Userflow checklist. Why it started is in checklist_start_reason.
- Checklist Task Completed
Triggered when a user completes a single task inside a Userflow checklist.
- Event Tracked
Triggered when Userflow tracks an event for a user — either your own custom events or Userflow's own flow and checklist events. Name one event to watch, or leave it blank to fire for all of them.
- Flow Completed
Triggered when a user completes a Userflow flow by reaching its goal step.
- Flow Dismissed/Ended
Triggered when a Userflow flow ends for a user — because they dismissed it, finished it, or it stopped applying. The reason is in flow_end_reason.
- Flow Started
Triggered when a user starts a Userflow flow. Why it started is in flow_start_reason.
- Group Created/Updated
Triggered when a group (a company or account) is created or changed in Userflow.
- Launcher Activated
Triggered when a user clicks a Userflow launcher (a beacon, button or hotspot) to open it.
- Launcher Dismissed
Triggered when a user dismisses a Userflow launcher (a beacon, button or hotspot).
- Launcher Seen
Triggered when a Userflow launcher (a beacon, button or hotspot) is shown to a user.
- Question Answered
Triggered when a user answers a question in a Userflow flow — a survey, NPS or rating step. The answer arrives as text, a number, or a list depending on the question type.
- User Created/Updated
Triggered when a user is created or changed in Userflow.
- Create/Update Group
Creates a group (a company or account) in Userflow, or updates it if a group with that ID already exists. Only the attributes you send are changed.
- Create/Update User
Creates a user in Userflow, or updates them if a user with that ID already exists. Only the attributes you send are changed. Optionally adds the user to a group.
- Find Group
Finds groups (companies or accounts) in Userflow by name. Userflow's API cannot filter on the server, so this reads up to 300 groups and matches them here; leave the name blank to just list them.
- Find User
Finds users in Userflow by email or name. Userflow's API cannot filter on the server, so this reads up to 300 users and matches them here; leave both fields blank to just list them.
- Track Event
Tracks an event for a user in Userflow, so you can use it to start flows or checklists and to segment users.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Square
Square to StripeStripe is a payment processing platform for online businesses.
Square to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Square to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Square to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Square to TypeformBuild and publish online forms, surveys, and quizzes with Typeform.
Square to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
More into Userflow
Agile CRM to UserflowAgile CRM is an all-in-one CRM with sales, marketing, and service automation.
HubSpot to UserflowHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to UserflowSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to UserflowSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to UserflowGoogle Sheets
Gmail to UserflowGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Square and Userflow, 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 Userflow when something happens in Square?
Any of Userflow's 5 actions, including Create/Update Group, Create/Update User, Find Group and Find User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Userflow to Square?
Yes. When something happens in Userflow, your agent can act in Square too. This page covers both directions: Userflow's triggers and Square's actions are listed here as well.
Do I have to build a connector for Square or Userflow?
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.
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.