Square automations

7-day trial
Free templates
Setup included

MESA is the fastest way to connect Square to everything you use — without writing code or hiring developers. Build workflows instantly by describing what you need, or choose from 300+ pre-made templates that solve common tasks. Multiply your impact without multiplying the work.

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Start when...
Personalize with built-in tools...
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Then, do this...

Ready to integrate Square? Try MESA free for 7 days.

Our support team will help you set up your first workflow for free.

Get started →

Or, build your own Square workflow

Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Square docs in our knowledge base.

Popular use cases for automating Square

Connecting Square into workflows helps you get more done in less time.

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Data integration →

Sync Square transactions into your Shopify customer records

When a purchase is made in Square — in-store, at an event, at a pop-up — MESA creates or updates the customer's record in Shopify. Your ecommerce and physical sales channels share a single view of every customer.

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Inventory management →

Keep inventory accurate across Square and Shopify

When a sale is made in Square, MESA updates the corresponding stock level in Shopify. Your online storefront reflects what was just sold in person without a manual sync between your point-of-sale and your store.

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Customer experience →

Trigger post-purchase workflows from Square transactions

When a customer buys in Square, MESA kicks off the right next step in Shopify — adding a tag, enrolling them in a Klaviyo flow, updating a loyalty record. Your in-person sales feed the same automation as your online ones.

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Order automation →

Alert your team when Square payment events need attention

When a Square transaction is flagged — a failed payment, a large refund, an unusual sale — MESA notifies the right person through Slack or email. Your team responds to payment issues without monitoring Square separately.

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AI powered automation →

Let AI unify and act on customers who shop both online and in person

Your AI assistant reads Square transaction history alongside Shopify purchase data to build a complete picture of each customer's behavior. MESA uses those signals to trigger the right follow-up — a loyalty offer, a re-engagement flow, a VIP tag — regardless of where they last bought.

workflow setup
Need help?
Get help building any workflow.

Talk to experts that will help you personalize any template or build a custom workflow.

Request a workflow →

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Automate your work in less clicks

MESA makes automation achievable so you can multiply your impact without multiplying the work.

Try MESA for free 7-day trial included. Cancel anytime.
Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

Free workflow setup

Book a session and we'll build your first workflow with you—live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Fast response times

Average first response: Same day, Critical issues: Immediate escalation
Complex builds: 24-48 hours

Ongoing optimization

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new automation opportunities as your business grows.

Real humans, always

Real humans, always

Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.