Connect RingCentral and Square to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings RingCentral and Square together. Build enterprise-grade automation in minutes.

Our most popular template

Send sms/mms in RingCentral for new customers in Square
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Square + RingCentral
Create new Square customers following ended RingCentral calls
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RingCentral + Square
Create new RingCentral contacts from new Square customers
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Square + RingCentral

Send sms/mms in RingCentral for new customers in Square

Details

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Square + RingCentral

Create new Square customers following ended RingCentral calls

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RingCentral + Square

Create new RingCentral contacts from new Square customers

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Square + RingCentral

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate RingCentral with Square - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Call Log Record" from RingCentral.

Add your action

An action happens after the trigger—such as "Add Customer to Group" in Square.

You’re connected!

Zapier seamlessly connects RingCentral and Square, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Description
- Call Log Type
  Required
- View
  Required
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Trigger
Polling
Try It
- Do Not Disturb (DND) Status
Trigger
Instant
Try It
- Description
- Call Log Type
  Required
- Delay By
Trigger
Polling
Try It
- Type
Trigger
Instant
Try It
New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Instant
Try It

- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
- Name
  Required
- Allow Join before host
- Mute Audio
- Turn off camera for participants
Action
Write

- Phone Number From
  Required
- Caller ID
- Phone Number To
  Required
- Play Prompt
Action
Write
- Phone Number From
  Required
- Phone Numbers To
  Required
- Text
  Required
- Files
Action
Write
- Lookup By
  Required
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write
- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write
- Help_text
- Location
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer_id
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write

Call Ended
Triggers when a call has been ended.
Trigger
Instant
Try It
Missed Call
Triggers when there is a new missed call.
Trigger
Instant
Try It
New Fax Received
Triggers when there is a new fax received.
Trigger
Instant
Try It
- Type
- Status
  Required
Trigger
Instant
Try It
- Duration Unit
- Time Format
- Format
- Include recording file outputs
- Generate text file output
Trigger
Instant
Try It
- Documentation
- How do you want to specify the chat Id?
  Required
- Text
  Required
Action
Write
- Phone Number
  Required
Action
Write
- Phone Number To
  Required
- File
  Required
- Resolution
- Send Time
- Cover Page Text
- Cover Page Type
Action
Write
- RingCentral Features Required
- Type
- Phone Number From
  Required
- Phone Number To
  Required
- Text
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Item Type
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer
  Required
- Attribute
  Required
- Value
  Required
- Idempotency Key
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field_help
- Email_address
- Phone Number
- Reference ID
Action
Search
- Field_help
- Text Filter
- Location
Action
Search
- Field_help
- Email_address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write

For AI agents & developers

Use RingCentral and Square with AI agents and code

Beyond Zap workflows. Call RingCentral and Square actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose RingCentral and Square actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Contact
Add Customer to Group

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger RingCentral and Square actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* ringcentral / square action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect RingCentral and Square to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate RingCentral on the Zapier blog

Learn how to automate Square on the Zapier blog

Make work flow with AI

Level up your RingCentral to Square integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about RingCentral + Square integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with RingCentral and Square

How do I set up the integration between RingCentral and Square?

To set up the integration between RingCentral and Square, you need to create a workflow where you can select triggers from either application. For example, a trigger can be a new call in RingCentral, which then prompts an action in Square, such as creating a new customer record.

Can I customize the triggers and actions for the integration?

Yes, our integration allows you to fully customize which triggers from RingCentral will invoke specific actions in Square. You can choose from various trigger options like inbound call or message received in RingCentral and map these to actions like creating an invoice or updating customer information in Square.

What if I don't find the specific trigger or action I need?

If you don't find the specific trigger or action needed for your workflow, you may contact our support team for personalized assistance. Sometimes custom workflows require additional setup that can be discussed with our technical specialists.

How are data updates handled between RingCentral and Square?

Data updates are handled through real-time synchronization when an action is triggered. For example, if there's an update on a contact record in RingCentral due to a recent call, this change can immediately update corresponding customer information in your Square database.

Is there any delay expected when triggering actions between RingCentral and Square?

While most integrations aim to process triggers and actions instantly, there might be slight delays depending on server loads and network stability. We strive to keep these delays minimal so that your business processes remain uninterrupted.

Are there any restrictions on how often triggers can occur with this integration?

There are no strict limitations on the frequency of triggers in this integration; however, excessive usage may be subject to rate limiting policies based on server capacity and API usage agreements. It's advised to plan high-frequency workflows carefully.

Do I need any special permissions within either platform to set up the integration?

Yes, setting up this integration often requires administrative privileges in both RingCentral and Square accounts. Ensure that you have appropriate permissions or consult with account administrators during setup.

About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

Learn moreLearn moreHelpHelp

Related categories

eCommerce

Payment Processing

Similar apps

PayPal

Payment Processing

Shopify

eCommerce

Epos Now

Payment Processing

Connect RingCentral and Square to power AI-driven automation

Launch your first automated workflow

Send sms/mms in RingCentral for new customers in Square

Create new Square customers following ended RingCentral calls

Create new RingCentral contacts from new Square customers

Send sms/mms in RingCentral for new customers in Square

Create new Square customers following ended RingCentral calls

Create new RingCentral contacts from new Square customers

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use RingCentral and Square with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect RingCentral and Square to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate RingCentral on the Zapier blog

3 ways to automate RingCentral with Zapier

Learn how to automate Square on the Zapier blog

6 ways to integrate Square with your business apps

Grow your store's revenue with Square

Remember to follow up on Square purchases with this automation

Make work flow with AI

Frequently Asked Questions about RingCentral + Square integrations

Connect RingCentral to Square on the world's largest no-code automation platform