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Square Integration & Workflow Automation

Run Square on autopilot. Keep the veto.

122 actions

Disputes and customer group changes fire inside Square before you've had a chance to review them; Rills proposes each action and waits for your approval.

Try the approval demo

Interactive. No signup. 14 days free · approvals always free.

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02. The trust layer

Most automation fires first, asks later. Rills shows you the change before it ships.

Every consequential payments action from Square arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.

Queue 3

SQUARE · DISPUTE REVIEW
78

Submit responses for 3 open disputes expiring within 24h?

3 disputes · response window closes tomorrow

All flagged as 'item not received' category

Same resolution accepted on 2 prior disputes this month

SWIPE → APPROVE
Illustrative. Your real proposals match your data and your approval history.
  1. Free to wait. Free to think.

    Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.

  2. Approve from your phone in five seconds.

    Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.

  3. Routine cases graduate themselves.

    Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.

03. Overview

About Square automation

Payments move fast inside Square, and the actions that follow a dispute or a failed invoice can go sideways before you've read the notification.

When Square runs unsupervised

Customer group changes, invoice cancellations, and dispute responses go out the moment they're triggered, with no pause for a second look. The ones that land wrong show up as chargebacks, confused customers, or canceled invoices you didn't intend to close.

  • Deleting a customer group removes every member association in Square before you confirm the segment was correct.
  • Canceling an invoice fires a notification to the customer the moment it's processed, even if the cancellation was a mistake.
  • Retrieving and acting on a dispute without review means a response goes to the card network before you've read the details.
  • Batch-upserting customer custom attributes pushes data changes across your entire customer list at once, with no staged rollout.
  • Creating a new customer group definition adds it live in Square instantly, including any downstream automations tied to membership.

What Rills does inside Square

With Square automation through Rills, proposed actions like canceling invoices, updating customer group memberships, or responding to a retrieved dispute are queued for your review before anything posts. You see the exact change, the customers it touches, and the context the AI surfaced.

The dispute response still goes out; you just see exactly what it says before it reaches the card network.

Why Square has no triggers and how Rills fills the gap

Square does not emit event triggers directly into Rills workflows, which means automation needs a different starting point. Rills compensates with scheduled polling and upstream signals so your Square actions stay current.

  • Rills can poll Retrieve Dispute on a schedule, surfacing open disputes for your approval before response windows close.
  • A scheduled List Customer Groups check can flag groups with stale membership or naming conflicts before they affect segment-based flows.
  • Retrieve Order can run on a timed cycle to catch fulfilled orders that need follow-up invoice or custom attribute updates.
  • An upstream payments trigger from a connected tool can hand off to Batch Upsert Customer Custom Attributes, queuing the change for your approval before it writes to Square.
04. Actions

What Rills can do in Square

4 of 122 actions across reads, writes, and updates.

  1. 01

    Create Bulk Customers

    Add multiple customer profiles to your Square account in a single operation, making it easy to onboard groups of customers at once. This is ideal when you need to set up dozens of customer records efficiently without making individual requests.

  2. 02

    Create Customer

    Adds a new customer to your Square account with their contact information so you can track purchases, build customer lists, and manage relationships. This creates a permanent customer record you can reference for future transactions and communications.

  3. 03

    List Customers

    Retrieve all customer profiles from your Square account to access contact information and customer details for business operations. Use this when you need to analyze your customer base, sync data with other tools, or perform outreach campaigns.

  4. 04

    Create Invoice Attachment

    Attach supporting documents like receipts, contracts, or agreements to a Square invoice to provide context and documentation for your client. This helps keep all invoice-related materials organized in one place for easy reference and record-keeping.

05. FAQ

Common questions about Square automation

How do I automate Square customer group management?

Rills can propose customer group changes, like creating, updating, or deleting groups based on your criteria, and hold them for your review before anything changes in Square. You approve the action from your phone, or reject it. Nothing touches your customer data until you say so.

Can I get mobile approvals before Rills updates Square customer attributes?

Yes. When Rills queues a batch attribute update for your Square customers, it sends the proposed action to your mobile approval queue. You review what it plans to do, from your phone, and swipe to approve or reject before any data gets written.

How do I automate Square dispute retrieval and response workflows?

Rills can monitor for dispute activity and propose next steps, like retrieving dispute details and drafting a response action, before anything ships. You see the proposed action first. If a dispute needs handling at 11pm, you get the alert on your phone and decide what fires.

Can Rills automate Square location and merchant custom attribute setup?

Rills can propose the creation or retrieval of custom attribute definitions for your Square locations and merchant account. Each proposed action waits for your approval before it runs. You keep full control over what gets defined and when it goes out.

How is Rills different from Zapier for Square automation?

Zapier runs actions the moment conditions are met. With Rills, AI proposes the action and you approve it before it executes. For Square operations touching customer data, disputes, or merchant settings, that pause matters. Rills also lets routine decisions graduate to autonomous over time, once you trust them.

Why use Rills instead of Make for Square workflows?

Make automates what you configure; it ships actions without asking. Rills puts a human approval step between the AI proposal and the real action. If Rills is about to update customer segments or delete a group, it waits for your call. You keep the veto on everything customer-visible.

Does Rills support Square webhooks for triggering workflows?

The Square integration on Rills currently operates through direct actions like retrieving disputes, managing customer groups, and handling custom attributes rather than event-based triggers. You can build workflows that run on a schedule or in response to conditions you define, with approvals before any action ships.

How much does Rills cost for Square automation?

Approvals and workflow logic are free. You only pay when Rills executes a real action, like an AI call or an external API operation against Square. Reviewing a proposed dispute retrieval or customer group update from your phone costs nothing. You pay for what actually runs, not for the review process.

06. NEXT MOVE

Approve every Square change before it ships.

14 days free. No credit card. About 90 seconds to your first proposal.