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Square

Integration

Payments & Collections

✓HIPAA CompliantNo Code RequiredReal-Time Sync

Square Integration — Automate Billing & Revenue Cycle

Automate patient payment collection, invoicing, and reconciliation between Square and your practice management system.

Triggers

Actions

100+

API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with Square

Automated Data Sync

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Keep Square data in sync with your EHR and practice management tools — bidirectional, real-time.

Event-Driven Workflows

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When something changes in Square, trigger actions across your entire practice stack.

Set up AI agents with

Square

Discover popular templates with Square

Data Sync

Square to Athenahealth integration

Connect Square data to your EHR

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Data Sync

Square to Google Sheets integration

Sync Square updates to Google Sheets

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Messaging

Square to Slack integration

Get Slack alerts from Square events

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Connect Square with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

Join hundreds of medical practices automating their operational workflows with Cevi

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Explore Square triggers and actions

Cevi supports 7 Square triggers and 22 actions

Payment created

Triggers when a new payment is created

trigger

Customer created

Triggers when a new customer is created

trigger

Invoice created

Triggers when a new invoice is created

trigger

Booking created

Triggers when a new booking is created

trigger

Booking updated

Triggers when a booking is updated

trigger

Custom trigger

Triggers for selected Square events

trigger

Square API Capabilities

100+ API endpoints. OAuth 2.0 / Access Token authentication. Real-time webhooks.

View official API documentation

API Endpoints

100+

Authentication

OAuth 2.0 / Access Token

FHIR

—

Webhooks

Yes ✓

Payments

Payment processing
Refunds
Terminal API (card readers)
Web/in-app payments
Payment links

Customers

Customer CRUD
Customer groups/segments
Customer search
Saved cards

Invoices

Invoice CRUD
Invoice payment
Recurring invoices

Appointments

Booking CRUD
Availability management
Service/appointment types
Staff management
Online booking page
Business booking profile

Inventory

Catalog management
Inventory tracking
Item variants

Loyalty

Loyalty programs
Rewards
Points tracking

Build your Square automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About Square

Payments & Collections

square

View API documentation

Quick Facts

CategoryPayments & Collections

AuthOAuth 2.0 / Access Token

Endpoints100+

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most Square workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.

Yes. Square supports webhooks/event subscriptions, which Cevi uses to trigger workflows instantly when data changes — new patients, appointment updates, lab results, and more.