AI-native automation
Automate work across
SharePoint and 
Squarewith Caddi AI Agents.
Automate anything you do across SharePoint, Square, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect SharePoint and Square
Connect SharePoint to Caddi
Allow1Sign in to SharePoint
One click with your own SharePoint login. No API keys.
Connect Square to Caddi
Allow2Sign in to Square
The same click again. Both tools are connected.
Create invoice in Square when new document in library in SharePoint.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use SharePoint and Square together
- 01
Create invoice in Square when new document in library in SharePoint.
Caddi watches SharePoint for new document in library and create invoice in Square. No copy-paste, no missed records.
- 02
Upload document in SharePoint when new payment in Square.
Caddi watches Square for new payment and upload document in SharePoint so the two systems stay in lockstep.
- 03
Create customer in Square from SharePoint events.
When list item created happens in SharePoint, Caddi create customer in Square with the right context attached.
Actions Caddi can take across SharePoint and Square
- SharePoint
New document in library
Triggers when a file is added to a document library.
- SharePoint
List item created
Triggers when a new list item is added.
- SharePoint
Upload document
Add a file to a SharePoint document library.
- SharePoint
Create list item
Add a new item to a SharePoint list.
- SharePoint
Update list item
Modify fields on an existing list item.
- SharePoint
Search files
Find files across a site or library.
- Square
New payment
Triggers when a payment completes.
- Square
Invoice paid
Triggers when a Square invoice is paid.
- Square
New customer
Triggers when a customer is created.
- Square
Create invoice
Send a Square invoice to a customer.
- Square
Create customer
Add a customer with contact details.
- Square
Fetch payouts
Pull payouts and fees for reconciliation.
Common questions
How does Caddi connect SharePoint and Square?
SharePoint and Square just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against SharePoint and Square end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect SharePoint and Square to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first SharePoint + Square loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate SharePoint and Square?
Drop your work email and we'll show you Caddi running end-to-end against SharePoint, Square, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.