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Cross-vertical

Automate Square with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Square. It runs 215 supported actions in Square, including create invoice, create customer, and fetch payouts, 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.

The differenceMost Square integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Square and every tool it touches, each through its API.

Supported actions215
Timecards27
  • Create break typeCreates a break type.
  • Create scheduled shiftCreates a scheduled shift as a draft.
  • Create shiftRecords a shift a team member worked.
  • Create timecardRecords a timecard a team member worked.
  • Bulk publish scheduled shiftsPublishes up to 100 scheduled shifts in one call.
  • Publish scheduled shiftPublishes a scheduled shift's draft details.
  • Update break typeUpdates a break type's mutable fields.
  • Update scheduled shiftUpdates a scheduled shift's draft details.
  • Update shiftUpdates a shift's mutable fields.
  • Update timecardUpdates a timecard's mutable fields.
  • Update workweek configUpdates a workweek configuration.
  • Get break typeReads one break type by id.
  • Get employee wageReads one employee wage by id.
  • Get shiftReads one shift by id.
  • Get team member wageReads one team member wage by id.
  • List break typesReads the seller's break types.
  • List employee wagesReads the seller's employee wages.
  • List team member wagesReads the seller's team member wages.
  • List workweek configsReads the seller's workweek configurations.
  • Retrieve scheduled shiftReads one scheduled shift by id.
  • Retrieve timecardReads one timecard by id.
  • Search scheduled shiftsFinds the seller's scheduled shifts matching the filters.
  • Search shiftsFinds the seller's shifts matching the given filters.
  • Search timecardsFinds the seller's timecards matching the given filters.
  • Delete break typeDeletes one break type by id.
  • Delete shiftDeletes one shift by id.
  • Delete timecardDeletes one timecard by id.
Customers21
  • Bulk create customersCreates up to 100 customer profiles in one call.
  • Create customerCreates a customer profile.
  • Create customer cardAdds a card on file to a customer.
  • Create customer groupCreates a customer group.
  • Add group to customerAdds a customer to a customer group.
  • Bulk update customersUpdates up to 100 customer profiles in one call.
  • Update customerUpdates a customer profile's mutable fields.
  • Update customer groupUpdates a customer group's name.
  • Bulk retrieve customersReads up to 100 customer profiles by id in one call.
  • List customer groupsReads the seller's customer groups.
  • List customer segmentsReads the seller's customer segments.
  • List customersReads the seller's customer profiles.
  • Retrieve customerReads one customer profile by id.
  • Retrieve customer groupReads one customer group by id.
  • Retrieve customer segmentReads one customer segment by id.
  • Search customersFinds the seller's customers matching the given filters.
  • Bulk delete customersDeletes up to 100 customer profiles by id in one call.
  • Delete customerDeletes one customer profile by id.
  • Delete customer cardRemoves a card on file from a customer.
  • Delete customer groupDeletes one customer group by id.
  • Remove group from customerRemoves a customer from a customer group.
Items21
  • Batch upsert catalog objectsCreates or updates up to 1000 catalog objects in one call.
  • Create catalog imageUploads an image and optionally attaches it to an object.
  • Upsert catalog objectCreates or updates one catalog object.
  • Batch change inventoryApplies a set of physical counts and adjustments in one call.
  • Update catalog imageReplaces the bytes of an existing catalog image.
  • Update inventory adjustmentWrites updates to a past inventory adjustment.
  • Update item modifier listsEnables or disables modifier lists across items.
  • Update item taxesEnables or disables taxes across items.
  • Batch retrieve catalog objectsReads up to 1000 catalog objects by id in one call.
  • Batch retrieve inventory changesReads the change history for tracked objects.
  • Batch retrieve inventory countsReads the current counts for tracked objects.
  • List catalogReads the seller's catalog objects.
  • Retrieve catalog objectReads one catalog object by id.
  • Retrieve inventory adjustmentReads one inventory adjustment by id.
  • Retrieve inventory changesReads the change history for one tracked object.
  • Retrieve inventory countReads the current counts for one tracked object.
  • Retrieve inventory physical countReads one physical count by id.
  • Search catalog itemsFinds the seller's catalog items matching the filters.
  • Search catalog objectsFinds the seller's catalog objects matching the filters.
  • Batch delete catalog objectsDeletes up to 200 catalog objects by id in one call.
  • Delete catalog objectDeletes one catalog object by id.
Loyalty accounts18
  • Create loyalty accountEnrolls a buyer in a loyalty program.
  • Create loyalty promotionCreates a promotion under a loyalty program.
  • Create loyalty rewardCreates a reward from a buyer's point balance.
  • Accumulate loyalty pointsAdds points to a loyalty account for a purchase.
  • Adjust loyalty pointsManually adds or subtracts points on a loyalty account.
  • Cancel loyalty promotionCancels an active loyalty promotion.
  • Redeem loyalty rewardRedeems a loyalty reward at a location.
  • Calculate loyalty pointsPreviews the points a purchase would earn.
  • List loyalty programsReads the seller's loyalty programs.
  • List loyalty promotionsReads a loyalty program's promotions.
  • Retrieve loyalty accountReads one loyalty account by id.
  • Retrieve loyalty programReads one loyalty program by id.
  • Retrieve loyalty promotionReads one loyalty promotion by id.
  • Retrieve loyalty rewardReads one loyalty reward by id.
  • Search loyalty accountsFinds loyalty accounts by customer or phone number.
  • Search loyalty eventsFinds loyalty events matching the given filters.
  • Search loyalty rewardsReads a loyalty account's rewards.
  • Delete loyalty rewardDeletes an issued loyalty reward, returning its points.
Bookings13
  • Create bookingCreates a booking.
  • Cancel bookingCancels a booking.
  • Update bookingUpdates a booking's mutable fields.
  • Bulk retrieve bookingsReads multiple bookings by id in one call.
  • Bulk retrieve team member booking profilesReads multiple team member booking profiles by id in one call.
  • List bookingsReads the seller's bookings.
  • List location booking profilesReads the seller's location booking profiles.
  • List team member booking profilesReads the seller's team member booking profiles.
  • Retrieve bookingReads one booking by id.
  • Retrieve business booking profileReads the seller's business booking profile.
  • Retrieve location booking profileReads one location booking profile by id.
  • Retrieve team member booking profileReads one team member booking profile by id.
  • Search availabilityFinds bookable time slots for a service.
Subscriptions12
  • Create subscriptionCreates a subscription for a customer.
  • Bulk swap planSwaps every subscription on one plan variation to another.
  • Cancel subscriptionSchedules cancellation of a subscription.
  • Change billing anchor dateChanges a subscription's monthly billing anchor day.
  • Pause subscriptionSchedules a pause on a subscription's billing.
  • Resume subscriptionSchedules resumption of a paused subscription.
  • Swap planSwaps a subscription to a new plan variation.
  • Update subscriptionUpdates a subscription's mutable fields.
  • List subscription eventsReads a subscription's event history.
  • Retrieve subscriptionReads one subscription by id.
  • Search subscriptionsFinds the seller's subscriptions matching the given filters.
  • Delete subscription actionRemoves a scheduled action from a subscription.
Users12
  • Bulk create team membersCreates multiple team members in one call.
  • Create jobCreates a job.
  • Create team memberCreates a team member.
  • Bulk update team membersUpdates multiple team members in one call.
  • Update jobUpdates a job's title or tip eligibility.
  • Update team memberUpdates a team member's mutable fields.
  • Update wage settingCreates or fully replaces a team member's wage setting.
  • List jobsReads the seller's jobs.
  • Retrieve jobReads one job by id.
  • Retrieve team memberReads one team member by id.
  • Retrieve wage settingReads one team member's wage setting.
  • Search team membersFinds the seller's team members matching the given filters.
Invoices10
  • Create invoiceCreates a draft invoice for an existing order.
  • Create invoice attachmentAttaches a file to a draft invoice.
  • Cancel invoiceCancels an invoice so it cannot be paid.
  • Publish invoicePublishes a draft invoice, sending it to the recipient.
  • Update invoiceUpdates a draft invoice's display and scheduling fields.
  • Get invoiceReads one invoice by id.
  • List invoicesReads a location's invoices.
  • Search invoicesSearches invoices by location and customer.
  • Delete invoiceDeletes a draft invoice.
  • Delete invoice attachmentRemoves an attachment from a draft invoice.
Payment links10
  • Create check outCreates a hosted Square Checkout page for an order.
  • Create payment linkCreates a quick pay payment link for an ad hoc item.
  • Update location settingsUpdates one location's checkout settings.
  • Update merchant settingsUpdates the account-wide checkout settings.
  • Update payment linkUpdates a payment link's mutable fields.
  • List payment linksReads the account's payment links.
  • Retrieve location settingsReads one location's checkout settings.
  • Retrieve merchant settingsReads the account-wide checkout settings.
  • Retrieve payment linkReads one payment link by id.
  • Delete payment linkDeletes a payment link.
Disputes9
  • Create dispute evidence fileUploads a file as evidence for a dispute.
  • Create dispute evidence textUploads a block of text as evidence for a dispute.
  • Accept disputeAccepts a dispute, conceding the charge to the cardholder.
  • Submit evidenceSubmits a dispute's gathered evidence to the cardholder's bank.
  • List dispute evidenceReads the evidence uploaded to a dispute.
  • List disputesReads the seller's payment disputes.
  • Retrieve disputeReads one dispute by id.
  • Retrieve dispute evidenceReads one piece of dispute evidence by id.
  • Delete dispute evidenceRemoves a piece of evidence from a dispute.
Gift cards9
  • Create gift cardCreates a gift card in the PENDING state.
  • Create gift card activityRecords an activity that moves a gift card's balance or changes its state.
  • Link customer to gift cardLinks a customer profile to a gift card.
  • Unlink customer from gift cardUnlinks a customer profile from a gift card.
  • List gift card activitiesReads the seller's gift card activities.
  • List gift cardsReads the seller's gift cards.
  • Retrieve gift cardReads one gift card by id.
  • Retrieve gift card from ganReads one gift card by its gift card account number.
  • Retrieve gift card from nonceReads one gift card by a single-use payment token.
Orders8
  • Clone orderClones an existing order into a new draft.
  • Create orderCreates an order for a location.
  • Pay orderPays an order using previously created payments.
  • Update orderApplies a sparse update to an order.
  • Batch retrieve ordersReads multiple orders by id.
  • Calculate orderPrices an order without creating it.
  • Retrieve orderReads one order by id.
  • Search ordersSearches the seller's orders.
Transfer orders8
  • Create transfer orderCreates a transfer order between two locations.
  • Cancel transfer orderCancels a transfer order.
  • Receive transfer orderRecords a goods receipt against a transfer order.
  • Start transfer orderStarts a transfer order, moving it out of draft.
  • Update transfer orderApplies changes to a transfer order.
  • Retrieve transfer orderReads one transfer order by id.
  • Search transfer ordersSearches the seller's transfer orders.
  • Delete transfer orderDeletes a draft transfer order.
Vendors7
  • Bulk create vendorsCreates several vendors in one call.
  • Create vendorCreates a vendor.
  • Bulk update vendorsUpdates several vendors in one call.
  • Update vendorUpdates a vendor as a whole.
  • Bulk retrieve vendorsReads several vendors by id in one call.
  • Retrieve vendorReads one vendor by id.
  • Search vendorsFinds the seller's vendors matching the given filters.
Payments6
  • Create paymentCharges a payment source.
  • Cancel paymentCancels an approved payment, releasing the authorization.
  • Complete paymentCompletes an approved payment, capturing the authorization.
  • Update paymentUpdates an approved payment's tip amount before completion.
  • Get paymentReads one payment by id.
  • List paymentsReads the seller's payments.
Bank accounts5
  • Create bank accountLinks a bank account to the seller from a source token.
  • Disable bank accountDisables a linked bank account, ending its use for payouts.
  • Get bank accountReads one bank account by its Square-issued id.
  • Get bank account by v1 IDReads one bank account by its Connect V1 id.
  • List bank accountsReads the seller's linked bank accounts.
Locations4
  • Create locationCreates a business location.
  • Update locationUpdates a business location's mutable fields.
  • List locationsReads the seller's business locations.
  • Retrieve locationReads one business location by id.
Payment methods4
  • Create cardStores a card on file from a payment source.
  • Disable cardDisables a card on file so it cannot be charged.
  • List cardsReads the seller's cards on file.
  • Retrieve cardReads one card on file by id.
Cash drawer shifts3
  • List cash drawer shift eventsReads the events recorded against one cash drawer shift.
  • List cash drawer shiftsReads a location's cash drawer shifts.
  • Retrieve cash drawer shiftReads one cash drawer shift by id.
Payouts3
  • Get payoutReads one payout by id.
  • List payout entriesReads the entries making up one payout.
  • List payoutsReads the seller's payouts.
Refunds3
  • Refund paymentRefunds a payment, returning money to the buyer.
  • Get payment refundReads one refund by id.
  • List payment refundsReads the seller's payment refunds.
Merchants2
  • List merchantsReads the merchants the access token can reach.
  • Retrieve merchantReads one merchant by id.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Visit squareup.com

How to automate Square

  1. Connect Square to Caddi

    Allow

    1Sign in to Square

    One click with your own Square login. No API keys.

  2. Automate payments to books in Square.

    ScreenshareType it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Square integrations

Connect Square with any of the 164 other tools Caddi works with. Pick one to see what Caddi automates between them.

164 tools

The details

What Caddi does with Square

Why teams automate Square

Square takes payments and sends invoices. Caddi AI Agents make sure every payment reaches the books, the CRM and the customer.

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 pattern
    1. Square
    2. Quickbooks

    Caddi posts Square payments and fees to QuickBooks and matches them to invoices.

  • Customer sync

    Recommended pattern
    1. Square
    2. HubSpot

    Caddi keeps Square customers in step with HubSpot contacts.

  • Daily summary

    Recommended pattern
    1. Square
    2. Slack

    Caddi 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. 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.

Often automated alongside Square

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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.