# Connect Square and Zite

When **New order** fires in [Square](https://apiant.ai/connections/square), your agent runs **Create Record** in [Zite](https://apiant.ai/connections/zite), or **New Field** in Zite to **Add order** in Square. Describe the whole flow and it is built, tested on every scenario and kept running.

Square **3** triggers Square **19** actions Zite **9** triggers Zite **12** 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 Zite to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 and Zite can do together

### From Square to Zite

- When **New order** in Square then **Create Record** in Zite
- When **New or updated customer** in Square then **Update Record** in Zite

### From Zite to Square

- When **New Field** in Zite then **Add order** in Square
- When **New Record** in Zite then **Create customer** in 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 Zite

## Triggers and actions 12 triggers · 31 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.

- Trigger

**Deleted Field**

Triggers when a field is deleted from a table.

- Trigger

**Deleted Record**

Triggers when a record is deleted from a table.

- Trigger

**Deleted Table**

Triggers when a table is deleted from a base.

- Trigger

**New Field**

Triggers when a new field is created in a table.

- Trigger

**New Record**

Triggers when a new record is created in a table.

- Trigger

**New Table**

Triggers when a new table is created in a base.

- Trigger

**Updated Field**

Triggers when a field is updated in a table.

- Trigger

**Updated Record**

Triggers when an existing record is updated in a table.

- Trigger

**Updated Table**

Triggers when a table is updated in a base.

- Action

**Create Field**

Creates a new field in a table.

- Action

**Create Record**

Creates a new record in a table.

- Action

**Create Table**

Creates a new table in a base.

- Action

**Delete Field**

Deletes a field from a table.

- Action

**Delete Record**

Deletes a record from a table.

- Action

**Delete Table**

Deletes a table from a base.

- Action

**Find Field**

Finds a field by name.

- Action

**Find Record**

Finds a record by field value.

- Action

**Find Table**

Finds a table by name.

- Action

**Update Field**

Updates a field's name or settings.

- Action

**Update Record**

Updates an existing record in a table.

- Action

**Update Table**

Updates a table's name or description.

## 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)
- [ **Zite** Zite is an AI-powered app builder for product-ready business software](https://apiant.ai/connections/zite)

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 Zite

- [ **HubSpot to Zite** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zite)
- [ **Salesforce to Zite** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zite)
- [ **Slack to Zite** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zite)
- [ **Google Sheets to Zite** Google Sheets](https://apiant.ai/connect/google-sheets-to-zite)
- [ **Gmail to Zite** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zite)
- [ **Google Calendar to Zite** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zite)

Questions

## Square and Zite, 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 Zite when something happens in Square?

Any of Zite's 12 actions, including Create Field, Create Record, Create Table and Update Field. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Zite to Square?

Yes. When something happens in Zite, your agent can act in Square too. This page covers both directions: Zite's triggers and Square's actions are listed here as well.

###

### Do I have to build a connector for Square or Zite?

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.
