Automate Square with Caddi AI Agents
Built for professional services teams.
Square takes payments and sends invoices. Caddi AI Agents make sure every payment reaches the books, the CRM and the customer.
Yes, Caddi integrates with Square. It runs 6 supported actions in Square, including invoice paid, create invoice, and create customer, and connects it to Quickbooks, FreshBooks, and LawPay. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.
Supported actions6
- New paymentTriggers when a payment completes.
- Invoice paidTriggers when a Square invoice is paid.
- New customerTriggers when a customer is created.
- Create invoiceSend a Square invoice to a customer.
- Create customerAdd a customer with contact details.
- Fetch payoutsPull payouts and fees for reconciliation.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
Get a demo on your Square work
30 minutes. We'll show Caddi AI Agents running it end to end.
Discover, automate and govern your Square work.
Caddi AI Agents find the repetitive work your team does in Square, learn it the way a new hire would, and run it for you, with every run on the record. No code, no IT ticket, no brittle wiring.
- 1
Discover
Caddi AI Agents find the repetitive Square work and rank it by the hours it would give back, with the evidence attached.
- 2
Automate
Show them the job once, like a new hire. They build verified code and run it across your stack.
- 3
Govern
Every automation is reviewed before it runs in production, and every run is logged and replayable.
QuickbooksWhat Caddi does with Square
Why teams automate Square
Payment data has to reach accounting and the client record. Caddi moves each Square transaction where it belongs without CSV exports.
Loops Caddi runs against Square
Payments to books
Recommended patternCaddi posts Square payments and fees to QuickBooks and matches them to invoices.
Customer sync
Recommended patternCaddi keeps Square customers in step with HubSpot contacts.
Daily summary
Recommended patternCaddi sends a daily Square sales summary to Slack.
Where professional services teams use it
Client onboarding & account opening
Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Square with no rekeying.
Meeting prep & follow-up
Pull the right Square data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.
Reporting & archiving
Generate household, performance, or compliance PDFs, file them with the right Square metadata, and notify the advisor when the packet is ready.
Books, records & reconciliation
Reconcile cash receipts, payments, and custodian feeds against Square, and write the audit-ready record back to the right account.
Questions about automating Square
Does Caddi have a real Square integration?
Yes. Caddi runs verified code against Square's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Square is reviewed before it runs in production.
Do I need engineering help to automate Square with Caddi?
No. You demonstrate the workflow, clicking through Square the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Square data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Square, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Square to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Square, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
How do I find what to automate in Square?
Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.
Ready to automate Square?
Drop your work email and we'll show you Caddi running end-to-end against Square and the rest of your stack.