--- title: "Connect Square and Zoho Writer - APIANT.ai" description: "When \"New order\" fires in Square, your agent runs \"Merge a Template and Send Email\" in Zoho Writer." canonical: "https://apiant.ai/connect/square-to-zoho-writer" --- # Connect Square and Zoho Writer When **New order** fires in [Square](https://apiant.ai/connections/square), your agent runs **Merge a Template and Send Email** in [Zoho Writer](https://apiant.ai/connections/zoho-writer), or **New Document** in Zoho Writer 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 Writer **2** triggers Zoho Writer **13** 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 Writer 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 Writer can do together ### From Square to Zoho Writer - When **New order** in Square then **Merge a Template and Send Email** in Zoho Writer - When **New or updated customer** in Square then **Add document** in Zoho Writer ### From Zoho Writer to Square - When **New Document** in Zoho Writer then **Add order** in Square - When **New Document Moved to Folder** in Zoho Writer 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 Writer ## Triggers and actions 5 triggers · 32 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 Document** Triggers when a new document has been created. - Trigger **New Document Moved to Folder** Triggers when document moved to folder. - Action **Add document** Create a new blank document. - Action **Delete document** Moves a Zoho Writer document to the Trash. It can be restored from the Trash for the vendor's retention period. - Action **Get document** Get document details by id. - Action **Get Merge Job Report** Returns the report of a merge job: its overall status and the per-record merged documents with their download links. - Action **Get Translation Job Status** Returns the status of a document translation job and, once it is completed, the link to the translated document. - Action **List documents** List documents in a folder or account. - Action **Merge a Document and Send via Webhook** Merges a document with data from a source and sends it via a Webhook. - Action **Merge and Store** Merges a document and stores it in a particular folder in Zoho WorkDrive. - Action **Merge a Template and Send Email** Merges a template with data from a source and send mail. - Action **Translate document** Translates a Zoho Writer document into another language and stores the translation in a folder. Returns a status link for the translation job. - Action **Update document** Updates one property of a Zoho Writer document: its name, description, favourite flag, final state, lock, readiness or track changes. - Action **Upload Document With Text** Uploads a document file. - Action **Upload Document With URL** Uploads a document with the given URL ## 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 Writer** Zoho Writer is a powerful word processor made for collaborative work.](https://apiant.ai/connections/zoho-writer) 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 Writer - [ **HubSpot to Zoho Writer** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-writer) - [ **Salesforce to Zoho Writer** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-writer) - [ **Slack to Zoho Writer** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-writer) - [ **Google Sheets to Zoho Writer** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-writer) - [ **Gmail to Zoho Writer** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-writer) - [ **Google Calendar to Zoho Writer** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-writer) Questions ## Square and Zoho Writer, 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 Writer when something happens in Square? Any of Zoho Writer's 13 actions, including Update document, Upload Document With Text, Upload Document With URL and Add document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Writer to Square? Yes. When something happens in Zoho Writer, your agent can act in Square too. This page covers both directions: Zoho Writer's triggers and Square's actions are listed here as well. ### ### Do I have to build a connector for Square or Zoho Writer? 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 Writer 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.