Square
WorkLLM connects with Square and helps you process payments and manage orders. Ask in plain language, or add it to an AI agent to automate any workflow using Square.
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What you can do in Square through WorkLLM
- Create, update, and search customer profiles
- Organize customers into groups and segments
- Manage business locations and their settings
- Cancel or delete draft invoices, and manage invoice attachments
- Retrieve, search, and update existing orders
- Manage disputes, including submitting evidence to a cardholder’s bank
- Manage custom attributes on customers, locations, and merchant profiles
Security & Permissions
WorkLLM connects to Square through Square’s OAuth authorization, and only accesses what you explicitly approve. Nothing runs without your permission, every action is logged, and access can be revoked at any time from your workspace settings.
FAQs
What can WorkLLM do with Square?
WorkLLM manages customer profiles, orders, and disputes in Square, so your team spends less time on manual customer record-keeping.
Can WorkLLM process a payment for a customer?
No, not currently. There’s no tool to create a new payment, only to cancel an existing one or list past payments.
Can WorkLLM create and send an invoice?
No, not currently. WorkLLM can manage existing draft invoices and attachments, but can’t create a new invoice.
Can WorkLLM update my product catalog or prices?
No, not currently. This integration doesn’t include any product or catalog management tools.
Is my Square data secure?
Yes. WorkLLM only accesses what you approve through Square’s own authorization, and you can revoke access anytime.
Can I control what WorkLLM changes in Square?
Yes. Every action is visible before it runs, and nothing creates, updates, or deletes without your setup allowing it.
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