Square + UChat Integration

Integrate Square to UChat in one click, or tell Integrately AI how you want each customer handled. Trigger welcome messages, assign relevant chatbot tags, update user fields, and keep your chatbot audience aligned automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
  • UChat
    Tag is added in UChat Instant
  • UChat
    Tag is removed in UChat Instant
  • UChat
    Conversation is opened in UChat Instant
  • UChat
    Variable value is changed in UChat Instant
  • UChat
    Bot user is subscribed in UChat Instant
  • UChat
    Conversation is done in UChat Instant
Arrow Right
2.
  • Square
    Update customer in Square
  • Square
    Create customer in Square
  • Square
    Search customer in Square
  • Square
    Add customer to group in Square
  • Square
    Create booking in Square
  • Square
    Get order by Id in Square
  • Square
    Create paid order in Square
  • Square
    Get customer by Id in Square
  • UChat
    Send text message in UChat
  • UChat
    Send dynamic content in UChat
  • UChat
    Send sub flow in UChat
  • UChat
    Send main flow in UChat
  • UChat
    Set user field by variable ns in UChat
  • UChat
    Create user field in UChat
  • UChat
    Search user by user id in UChat
  • UChat
    Create bot field in UChat
  • UChat
    Search user field by name in UChat
  • UChat
    Search user by info in UChat
  • UChat
    Search user by user ns in UChat
  • UChat
    Add tag by tag name in UChat
  • UChat
    Set user field by variable name in UChat
  • UChat
    Set bot field by ID in UChat
  • UChat
    Set bot field by name in UChat
  • UChat
    Add tag by tag ns in UChat
  • UChat
    Search cart by user ns in UChat
  • UChat
    Search tag by name in UChat
  • UChat
    Search sub flow by name in UChat
  • UChat
    Remove tag from user in UChat
  • UChat
    Create tag in UChat

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Ready Workflows Ready Workflows for Square + UChat Integration

Send welcome texts, assign chatbot tags, update user fields, and trigger automated flows, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

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Connect more apps to your Square + UChat flow

Sync transactions, alert teams, and update marketing lists the moment your core workflows finish. Pick a combination and activate it in one click.

Square
UChat
+
ShopifyShopify (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
GmailGmail (3)
S
S
U
Create a Square paid order for every new Shopify order, and notify the buyer with a UChat text message
New Shopify orders become paid Square orders and trigger an instant UChat text message, eliminating manual entry and delays.
S
S
U
When a Shopify order is created, search the customer in Square and add a tag in UChat
Shopify orders look up existing Square customer data and update UChat tags instantly so customer segments stay accurate.
S
S
U
If a Shopify order is placed, create a customer in Square and send a main flow in UChat
New Shopify orders create corresponding Square customer profiles and trigger automated UChat bot flows seamlessly.

Supported triggers and actions for Square and UChat

Mix and match to build the exact automation you need

Square
Square Triggers & Actions
Payment is failed in Square
Triggers the automation when a payment fails
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Payment is successful in Square
Triggers the automation when a payment is successfully processed
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Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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Customer is created in Square
Triggers the automation when a new customer is created
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Order is created in Square
Triggers the automation when a new order is created
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Update customer in Square
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Create customer in Square
Adds a new customer to the database
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Search customer in Square
Locates and retrieves customer information
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Add customer to group in Square
Assigns a customer to a group or segment based on predefined criteria
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Create booking in Square
Schedule and confirm a booking request
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Get order by Id in Square
Retrieves an order by its id
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Create paid order in Square
Creates a new paid order
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Get customer by Id in Square
Retrieves customer information based on their id
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UChat
UChat Triggers & Actions
Instant
Tag is added in UChat
Triggers the automation when a tag is added
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Instant
Tag is removed in UChat
Triggers the automation when a tag is added
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Instant
Conversation is opened in UChat
Triggers the automation when a new conversation is initiated
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Instant
Variable value is changed in UChat
Triggers the automation when a variable value is changed
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Instant
Bot user is subscribed in UChat
Triggers the automation when a bot user is subscribed
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Instant
Conversation is done in UChat
Triggers the automation when any conversation is marked as completed
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Send text message in UChat
Sends a reply
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Send dynamic content in UChat
Sends personalized and tailored content based on user behavior or preferences
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Send sub flow in UChat
Sends a sub flow
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Send main flow in UChat
Sends the main flow
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Set user field by variable ns in UChat
Sets a user field by variable namespace
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Create user field in UChat
Creates a new user field
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Search user by user id in UChat
Searches for a user by user id
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Create bot field in UChat
Generates a new field for a bot
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Search user field by name in UChat
Searches for a user field by name
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Search user by info in UChat
Searches for a user by info
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Search user by user ns in UChat
Searches for a user by user namespace
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Add tag by tag name in UChat
Assigns a tag based on its name
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Set user field by variable name in UChat
Sets a user field by variable name
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Set bot field by ID in UChat
Sets a bot field by id
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Set bot field by name in UChat
Sets a bot field by name
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Add tag by tag ns in UChat
Adds tags based on particular namespace
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Search cart by user ns in UChat
Searches for a cart by user namespace
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Search tag by name in UChat
Searches for a tag using its name
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Search sub flow by name in UChat
Searches for a sub-flow by name
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Remove tag from user in UChat
Untag a user's profile
Try it →
Create tag in UChat
Generates a new tag
Try it →

What can you automate with Square + UChat?

Streamline your commerce operations and chatbot workflows with powerful automated triggers and actions.

What you can automate?
Automate chatbot flows from payments
Trigger UChat text messages and sub flows the moment a payment is successful or a new customer is created in Square.
📋
Capture every submitted field
Map available Square customer details and order data directly into UChat user fields and variables instead of basic text.
🔔
Tell the right person instantly
Notify your team or dispatch automated alerts whenever transaction statuses change or new orders come in.
🔀
Route chats based on customer actions
Send different chatbot flows or assign specific tags depending on the order type or payment status submitted in Square.
🔄
Keep customer profiles up to date
Update existing customer records and user fields automatically as new orders and transactions occur in Square.
🔍
Search and update without duplicates
Look up existing customer IDs in Square before creating new profiles or updating user data in UChat.
💳
Handle payment status changes
Automate workflows for successful, failed, or created payments to manage customer communication effectively.
💬
Extend your workflow to Slack
Start with Square and UChat, then push instant notifications and updates directly into your team's Slack channels.
And much more...

Who is Square + UChat integration for?

Connecting Square and UChat eliminates manual data entry, keeping customer records, transaction logs, and chatbot interactions perfectly synchronised for modern growing businesses.

Data Analysts
Data Analysts
Customer Support Managers
Customer Support Managers
Client Success Leads
Client Success Leads
Sales Operations Teams
Sales Operations Teams
Project Coordinators
Project Coordinators
Finance Administrators
Finance Administrators
📈
Data Analysts
You're pulling transaction reports from Square by hand but your chatbot engagement metrics only update when someone manually exports records, so the figures you're reviewing are always a few hours behind — this integration means every new customer and payment lands where it needs to instantly and your data stays current.
Customer Support Managers
You manage support inquiries after purchases but find out about failed payments too late to prevent customer frustration, leaving buyers waiting for answers — automating both apps means payment issues trigger instant chatbot alerts so your team can act immediately.
🤝
Client Success Leads
You report on client onboarding progress to stakeholders but struggle to connect financial transactions with chatbot interactions, making status updates tedious — connecting these apps means every new order and customer profile updates your tracking channels without manual intervention.
🚀
Sales Operations Teams
The volume of daily transactions coming through Square is too high for anyone to keep up with by hand, leading to missed chatbot follow-ups — integrating these apps means every new order triggers automated chatbot flows instantly and your pipeline stays fully engaged.
🔄
Project Coordinators
You own the next step in customer onboarding and depend on someone upstream to manually notify you when a payment clears, causing bottlenecks — this integration means successful Square payments initiate UChat bot sequences automatically and handoffs happen without delay.
📊
Finance Administrators
You need a reliable history of customer interactions and transactions but keep finding gaps between payment records and messaging logs — automating both apps means every customer creation and order log matches up correctly and your historical records remain complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Square + UChat

Build and manage your Square + UChat automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Square + UChat with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Square to UChat?
Frequently Asked Questions
You can connect Square and UChat in 1 click using ready templates or ask Integrately AI to build the automation. It links smoothly with tools like Shopify, Google Sheets, Slack, and 1,500+ other apps.
Can I trigger UChat chatbot flows automatically when a Square payment is successful?
Frequently Asked Questions
Can I connect Square, UChat, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Square and UChat?
Frequently Asked Questions
How are new customer records handled between Square and UChat?
Frequently Asked Questions
Can I update UChat user tags and variables based on Square orders?
Frequently Asked Questions
Can I build Square and UChat automations without coding?
Frequently Asked Questions
Is the Square and UChat integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Square or UChat With 1500+ Other Apps

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UChat
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Sync UChat with CRM, email marketing, and helpdesk tools to manage subscriber communication and workflows.
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