--- title: "Connect Square and Zoho Projects - APIANT.ai" description: "When \"New order\" fires in Square, your agent runs \"Add task comment\" in Zoho Projects, or \"New Bug\" in Zoho Projects to \"Add order\" in Square." canonical: "https://apiant.ai/connect/square-to-zoho-projects" --- # Connect Square and Zoho Projects When **New order** fires in [Square](https://apiant.ai/connections/square), your agent runs **Add task comment** in [Zoho Projects](https://apiant.ai/connections/zoho-projects), or **New Bug** in Zoho Projects 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 Zoho Projects **5** triggers Zoho Projects **24** 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 Zoho Projects 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 and Zoho Projects can do together ### From Square to Zoho Projects - When **New order** in Square then **Add task comment** in Zoho Projects - When **New or updated customer** in Square then **Create Task** in Zoho Projects ### From Zoho Projects to Square - When **New Bug** in Zoho Projects then **Add order** in Square - When **New Milestone** in Zoho Projects 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 Zoho Projects ## Triggers and actions 8 triggers · 43 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 **New Bug** Triggered when a new bug is created - Trigger **New Milestone** Triggered when a new milestone is created - Trigger **New Project** Trigger when a new project is created. - Trigger **New Task** Triggers when a task is created or completed. - Trigger **New Task List** Triggered when a new task list is created in a project - Action **Add Log Time** Adds a time log to a task. - Action **Add subtask** Adds a new subtask under an existing task - Action **Add task comment** Add a comment to a task. - Action **Create Bug** Creates a new Bug. - Action **Create Milestone** Creates a new Milestone. - Action **Create Project** Creates a new Project. - Action **Create Task** Creates a new Task. - Action **Create Task List** Creates a new Task List. - Action **Delete project** Delete a project. - Action **Delete task** Delete a task. - Action **Find Project** Returns the projects in the portal whose name contains the text you give. - Action **Find Project Owner** Returns the owner of a Zoho Projects project. - Action **Get Milestone** Returns one milestone of a project by its ID. - Action **Get project** Get a project by id. - Action **Get task** Get a task by id. - Action **List projects** List projects in a portal. - Action **List Task Comments** Returns the comments on a task. - Action **List Task Lists** Returns the task lists of a project. - Action **List tasks** List tasks in a project. - Action **List Task Time Logs** Returns the time logs on a task. - Action **Update bug** Update a bug. - Action **Update milestone** Update a milestone. - Action **Update Project** Updates existing project. - Action **Update task** Update a task. ## 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) - [ **Zoho Projects** Zoho Projects is an online project management app that helps you plan your work and keep track of your...](https://apiant.ai/connections/zoho-projects) 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 Zoho Projects - [ **HubSpot to Zoho Projects** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-projects) - [ **Salesforce to Zoho Projects** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-projects) - [ **Slack to Zoho Projects** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-projects) - [ **Google Sheets to Zoho Projects** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zoho-projects) - [ **Gmail to Zoho Projects** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-projects) - [ **Google Calendar to Zoho Projects** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-projects) Questions ## Square and Zoho Projects, 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 Zoho Projects when something happens in Square? Any of Zoho Projects's 24 actions, including Create Bug, Create Milestone, Create Project and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Projects to Square? Yes. When something happens in Zoho Projects, your agent can act in Square too. This page covers both directions: Zoho Projects's triggers and Square's actions are listed here as well. ### ### Do I have to build a connector for Square or Zoho Projects? 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 Zoho Projects 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.