Find and Update Customer Profiles

Ask your AI assistant to work with Square: find and update customer profiles.

What to Ask Leina to Do with Square

Copy a prompt, add your details, and send it to Leina in your connected team chat.

Search profiles and inspect matching customer IDs.

Search Square customers using [supported filters], inspect matching profiles, and summarize the returned contact details.

Read a customer profile before applying the requested change.

Read customer [customer ID] and update these customer fields: [field values].

Get Started with Square

  1. Connect Your Account

    Connect using your Square Access Token.

  2. Try a Task

    Tell Leina what you need in your team chat. Include the source, destination, and expected result.

    Set Up Leina in Your Chat →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported Square Capabilities

Square connects seller locations and customer profiles to AI for lookup and explicitly requested profile changes.

Research Customer Profiles

Search profiles and inspect matching customer IDs.

Update Contact Details

Read a customer profile before applying the requested change.

View All 6 Actions
  • List Locations
  • List Customers
  • Get Customer
  • Create Customer
  • Update Customer
  • Search Customers

Visit Provider Website ↗

Frequently Asked Questions

Can this charge a customer?

These actions cover locations and customer profiles, not payment execution.

Can AI create a customer?

Yes. Supply the customer profile fields you want to create.

How do I find a customer ID?

List or search customers and use the returned ID for detail and update operations.

Your AI employee for Square

Tell Leina what you need in your team chat. Include the source, destination, and expected result.