Integrations / Payment Processing
Run your Square orders, bookings and customers from WhatsApp
A customer messages to ask whether their order went through, and you're on your feet with only your phone. In Square, that answer lives in the Dashboard, so it waits. Flann changes where the work happens. Connect your Square account once, then ask on WhatsApp, by text or voice note, about any customer, order, booking or loyalty account. Look-ups come straight back. Changes are different.
122 actions in Square. 59 only look things up, and 63 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in Square
Send any of these on WhatsApp, in your own words. Flann finds the right Square action and fills in the details from the conversation.
“Find orders in Square.”
“Find customers in Square.”
“Look up the booking in Square.”
“Create an order in Square.”
“Create a refund in Square.”
“Create a customer in Square.”
For Square owners who run the day from WhatsApp
Flann is for the owner who takes payments, orders and bookings in Square and would rather handle them from WhatsApp than open the Dashboard for every small job.
Think about what pulls you back to the laptop. A customer on WhatsApp wants to know if yesterday's order was paid, and you can't say without opening Square. Someone else wants their Thursday booking moved. A refund is owed for a returned item and you promised to sort it today. Each is a small job in Square, and each one normally means finding the Dashboard, logging in and hunting for the right screen. With Flann you ask in the chat app you already have open, and the answer or the change comes back there.
Flann isn't a connector that fires an alert when a payment lands. Those tools tell you something happened. You still do the work by hand.
- Check whether a customer's order has been paid
- Move or cancel a booking a customer asks to change
- Update a customer's phone number or email
- Create a refund for a returned item
- Change a catalogue item's price
- Adjust stock counts after a delivery arrives
What Flann can work with in Square
Square gives Flann 122 actions across 27 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Customers | createdeletelook upsearchupdate | 9 |
| Invoices | canceldeletelook up | 4 |
| Locations | createlook upupdate | 4 |
| Orders | createlook upsearchupdate | 4 |
| Bookings | cancellook upupdate | 3 |
| Members | createlook upupdate | 3 |
| Cards | createlook up | 2 |
| Channels | look up | 2 |
There are three ways to get customers work done in Square. Side by side:
| Compare | In Square yourselfYou click through each job | A rules toolRuns the steps you wired up | Flann on SquareYou ask, Flann does the clicking |
|---|---|---|---|
| Asking for something | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about customers | Filters and searches you run yourself | Only the look-ups someone built | 59 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 63 changes, made from a message |
| Square records | All of them, one screen at a time | Only the ones you wire up | 27 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | One sign-in to Square |
YesPartlyNo
Step by step: Square jobs you can hand to Flann
Each step below names the Square action Flann actually runs.
Create a customer from a voice note
- You message Flann on WhatsApp: “Create a customer in Square with these details.”
- Flann runs
List Customersin Square and shows you what it found. - Flann runs
Create Bulk Customersin Square. - Flann creates it in Square and confirms in the chat.
Clean up invoices you no longer need
- You message Flann on WhatsApp: “Which invoices in Square are out of date? Remove the ones I confirm.”
- Flann runs
List Invoicesin Square and shows you what it found. - Flann runs
Delete Invoicein Square. - Each removal is confirmed in the chat.
Fix an order without opening Square
- You message Flann on WhatsApp: “Change the order in Square: here is what is different.”
- Flann runs
Search Ordersin Square and shows you what it found. - Flann runs
Update Orderin Square. - Flann makes the change in Square and confirms in the chat.
Repetitive Square work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Invoice the job on the way out
Today
You finish a job, head to the next one and promise yourself the invoice will go out tonight. Often it does not.
With Flann
“Invoice Hassan for the kitchen fit, materials plus labour, usual terms.”
Within Square, Flann finds Hassan, builds the invoice from the lines you described and applies your standard payment terms. It stays a draft for now.
What you stop doing: Unbilled work stops living in your head.
Rescuing failed card payments
Today
You only notice when the money is missing from the account.
With Flann
“Which payments failed in Square this week, and who needs a nudge to update their card?”
Pulling the failed and declined charges from Square, Flann groups them by customer and shows the reason for each. It drafts a short, friendly note asking each customer to update their details.
What you stop doing: Failed payments stop slipping by unnoticed.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Square
- Open Connectors in Flann and choose Square.
- Sign in to your Square account on the secure page that opens and allow access. There is no developer account or API key to set up.
- From then on, message Flann on WhatsApp. It works in Square whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Square. You can disconnect Square from Connectors at any time.
Ways to use Square with Flann
Find the slow payers
Ask which customers pay late. Flann reads the history in Square and gives you the short list, so you decide who gets a nudge.
Chase what is owed
Ask Flann who still owes you. It checks Square, lists the open items and drafts a reminder for each customer.
Your month in one message
Ask “how did we do this month?” and Flann answers from Square in plain words, on your phone, between customers.
Everything Flann can do in Square
The full list of Square actions available to Flann once you connect it.
Looks up 59
- Batch Retrieve Inventory Counts
- Get Booking
- Get Current Merchant
- Get Loyalty Account
- Get Merchant
- Get Payment Refund
- Get Subscription
- Get Team Member
- List Cards
- List Channels
- List Customer Groups
- List Customer Segments
- List Customers
- List Locations
- List Merchants
- List Payments
- List Subscriptions
- Retrieve Bulk Customers
- Retrieve Customer
- Retrieve Inventory Changes
- Retrieve Location
- Search Booking Availability
- Search Catalog Objects
- Search Customers
- Search Orders
- Bulk Retrieve Channels
- Calculate Order
- Get Business Booking Profile
- Get Customer Custom Attribute
- Get Customer Custom Attribute Definition
and 29 more
Changes 63
- Batch Create Inventory Changes
- Batch Upsert Catalog Objects
- Bulk Delete Customers
- Bulk Update Customers
- Create Bulk Customers
- Create Customer
- Create Gift Card Activity
- Create Location
- Create Order
- Create Refund
- Create Team Member
- Delete Catalog Object
- Pay Order
- Update Booking
- Update Customer
- Update Location
- Update Team Member
- Upsert Catalog Object
- Accept Dispute
- Add Group to Customer
- Batch Upsert Customer Custom Attributes
- Batch Upsert Locations Custom Attributes
- Batch Upsert Merchants Custom Attributes
- Cancel Booking
- Cancel Invoice
- Cancel Payment
- Create Card
- Create Customer Custom Attribute Definition
- Create Customer Group
- Create Dispute Evidence File
and 33 more
More Payment Processing apps Flann works with
Common questions
How do I connect my Square account to an AI agent?
Sign in to Square once from Flann with a one-click sign-in. There's no API key to copy, no code to write and no field mapping. After that you can ask about customers, orders, bookings and loyalty accounts on WhatsApp, and the answers come straight back.
Does the Square integration cost extra?
No. Square is included in every Flann plan, so connecting it doesn't add anything to what you pay. Sign in to Square once and it's ready to use from WhatsApp, by text or voice note.
What can Flann do with customers in Square?
Flann can create, delete, look up, search and update customers in Square, using 9 actions (Create Bulk Customers, Create Customer, Delete Customer, Get Customers via GraphQL and more). Looking up runs straight away and changes nothing. The other actions create or change customers in Square.
What can Flann do with invoices in Square?
Flann can cancel, delete and look up invoices in Square, using 4 actions (Cancel Invoice, Delete Invoice, Get Invoice, List Invoices). Looking up runs straight away and changes nothing. The other actions create or change invoices in Square.
How does Flann connect to Square?
Open Connectors in Flann, choose Square and sign in to your Square account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 122 actions in Square.
Can I use Square from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Square for you. You do not need to open Square.
Does connecting Square cost extra?
No. Square is included in every Flann plan, along with every other app Flann connects to.