Looking for a way to connect Square with an AI answering service? You’re in the right place. With Upfirst and Zapier, you can automate what happens after every phone call—whether it’s a new customer inquiry, a service request, or a sales lead. This guide will show you exactly what’s possible with the Square answering service integration, how it can save you time, and the simple steps to set it up.
What is Square?
Square is a popular payment and point-of-sale (POS) platform built for small businesses. Whether you run a hair salon, restaurant, or home services company, Square lets you accept payments, manage customer information, send invoices, and track sales—all from an easy-to-use dashboard. Square is especially popular with local businesses because it’s simple, reliable, and designed to help you get paid faster.
What can you do with Square and Upfirst’s AI answering service?
Connecting Square to Upfirst via Zapier means you can automatically move caller information and call insights straight into your Square database. Here are a few practical automations you can set up with the Square answering service integration:
1. Automatically add new callers as customers in Square
Let’s say you run a hair salon or a landscaping business. When someone calls to request a quote or book an appointment, your Upfirst AI receptionist can ask for their name, phone, and email. As soon as the call ends, Zapier can create a new customer profile in Square with all those details.
Setup:
- In Upfirst, customize the questions your virtual receptionist asks (like name, email, and service needed).
- In Zapier, connect Upfirst’s “Call Completed” trigger to Square’s “Create Customer” action.
- Map the custom fields from the call to the customer profile in Square.
Why do this?
No more manual data entry. You’ll always have up-to-date customer info in Square the moment someone calls, making it easy to invoice them later or track their history.
2. Instantly update existing customer records
If a repeat customer calls to change a booking or ask a question, your virtual receptionist can capture any new info—like a new address or updated contact number. With Zapier, you can set the workflow to “Create or Update Customer,” so Square always has the latest details.
Setup:
- Use the “Create or Update Customer” action in Square.
- Map Upfirst’s captured fields to update existing customer records.
Why do this?
Stay organized and avoid confusion. Your customer records in Square always reflect the latest info, so you can follow up accurately and provide better service.
3. Send invoices after a call
For businesses like cleaning services or contractors, you might want to immediately bill a customer after a service request call. With Zapier, you can set up a workflow that sends a Square invoice as soon as the call summary shows a confirmed booking.
Setup:
- Use Upfirst’s transcript or custom fields to detect booking confirmation.
- Trigger Square’s “Send Invoice” action from Zapier, using the caller’s info.
Why do this?
Speed up your billing and cash flow, and never forget to send an invoice after a call.
4. Smart call filtering and notifications
Use Upfirst’s AI to analyze call transcripts. For example, if a caller mentions an urgent request (“my AC stopped working”), you can automatically notify your team or flag the Square customer profile as “priority.” Use Zapier filters and paths to only trigger Square actions for specific call types.
Setup:
- In Zapier, add filters or paths based on keywords in the call summary or transcript.
- Trigger the appropriate Square action or send internal alerts.
Why do this?
Prioritize urgent calls, respond faster, and ensure the right customers get the right attention—without manual sorting.
What actions can you trigger in Square after our virtual receptionist answers a call?
With the Square answering service integration, you can automate these actions:
- Create customer: Add a new customer to your Square account using caller info.
- Create or update customer: Automatically update existing customer records with new details.
- Create transaction or record sale: Log a new sale or transaction (where supported).
- Send invoice: Automatically generate and send an invoice via Square.
- Add customer to lists: Add the caller to a marketing or contact list in Square.
These actions help you keep your customer database accurate, speed up billing, and streamline follow-up without lifting a finger.
How to connect Square to Upfirst
Setting up the Square virtual receptionist integration is simple, even if you’re not a tech expert. Here’s how to do it:
- Sign up for Upfirst, Square, and Zapier
Make sure you have active accounts for all three platforms. - Customize your Upfirst agent
Go to Agent → Ask Questions in Upfirst and add the fields you want your AI receptionist to collect (like name, phone, email, service type, etc.). - Create a new Zap in Zapier
- Set Upfirst as the trigger app.
- Choose “Call Completed” as the trigger event.
- Connect your Upfirst account to Zapier
- Follow the prompts to authenticate (Zapier will guide you through this).
- Add a Square action
- Select Square as the action app.
- Choose the action you want (e.g., “Create Customer” or “Send Invoice”).
- Connect your Square account if you haven’t already.
- Map the fields
- In Zapier, match the fields from Upfirst (custom questions, caller info, etc.) to the appropriate fields in Square.
- Test your Zap
- Run a test to make sure customer info flows from Upfirst to Square correctly.
- Turn on your Zap
- Once you’re happy with the setup, switch your Zap on.
That’s it! Now, every time your Upfirst AI answers a call, your Square customer data stays up-to-date—automatically.
By connecting Square and Upfirst, you can eliminate repetitive admin, respond faster to customers, and keep your records tidy—all with very little setup. If you’re looking for a practical, reliable Square answering service integration, this is how you do it.