Payment

Square + Converge

Converge Converge Team

Commerce platform: POS, online checkout, invoices, and Square Messages

Category
Payment
Popularity
High

Square is a commerce platform from Block, Inc. (NYSE: XYZ) that bundles in-person card readers, online checkout, invoicing, appointments, and Square Messages — its own buyer-to-seller texting and email tool. For support teams, the integration question is not about hardware. It is about getting Square's transaction, refund, and dispute events into the same inbox that already handles WhatsApp, Instagram, Gmail, and the website chat widget, so an agent can answer “where is my refund?” without opening the Square Dashboard.

Square exposes that data through its Webhooks API: a subscription model that POSTs JSON event notifications (payment created, refund updated, dispute created, booking changed) to any HTTPS endpoint, with HMAC signature verification, automatic retries for up to 24 hours, and an Events API for backfilling missed notifications (Square Developer Documentation, 2026). Square Messages is a useful first-line channel inside Square itself, but it does not unify with other platforms — that is where a shared inbox sits next to it.

4M

Square sellers worldwide and roughly $228 billion in annual Block gross payment volume — the scale that makes payment, refund, and dispute events worth surfacing inside the support inbox rather than the Square Dashboard. — Block, Inc. 10-K, 2024

Key takeaway

Square Messages is a first-line buyer-to-seller texting tool built into Square itself. It does not unify with WhatsApp, Instagram, Gmail, or web chat — so teams running multi-channel support typically keep Square Messages for transactional follow-up and route Square Webhook events into a separate shared inbox for everything else.

Integration Capabilities

What You Can Do

  • Sync Square data with Converge
  • Automate workflows between platforms
  • Enrich customer profiles with Payment data
  • Trigger actions based on support events

How It Connects

  • Zapier (no-code automation)
  • Make (visual workflow builder)
  • Converge API (custom integration)
  • Webhook events for real-time sync

Use Cases

Dispute and refund context in the support queue: Square sends event notifications for dispute.created, dispute.state.updated, refund.created, and refund.updated the moment they happen on the seller's account. Routing those into the support inbox surfaces the transaction ID, amount, card brand, and dispute reason on the same screen as the customer's WhatsApp or email thread — the operator no longer flips to the Square Dashboard to verify a refund went out before replying.

Transactional support after a purchase: Most Square support tickets are not disputes — they are “did my payment go through?”, “what card did I use?”, “can I get a copy of the receipt?”. The payment.created and payment.updated events carry the amount, currency, payment source type, last four digits, and receipt URL. Surfacing that data alongside the customer profile removes the dashboard round-trip that pads first-response time on every post-purchase inquiry.

Tip

Verify every webhook payload against the signature key Square issued at subscription time. The header is x-square-hmacsha256-signature; unsigned or mismatched payloads should be rejected outright, since Square's static webhook IPs (54.245.1.154 and 34.202.99.168) are public and can be spoofed by an attacker who guesses the notification URL.

Appointments and food-service follow-ups: Square Appointments and Square for Restaurants both emit webhook events (booking.created, booking.updated, order.fulfillment.updated) that signal no-shows, reschedules, and pickup delays. Wiring those into the support queue lets the agent reach out before the customer messages first — the workflow most retail and service SMBs run today by manually checking the Square Dashboard.

Key takeaway

Square retries failed webhook deliveries for up to 24 hours across 11 attempts with exponential backoff, and the Events API lets you backfill notifications missed during downtime (Square Developer Documentation, 2026). That means the inbox integration does not have to be perfectly available — but it does need to be idempotent on the event_id field, because the same notification can land more than once.

How to Connect

Create a Square Developer app: sign in at developer.squareup.com/apps, click +, name the application, and open the Webhook subscriptions page. Set the notification URL (HTTPS only — the endpoint must reply with a 2xx within 10 seconds), pick the Square API version that includes the events you want, and copy the signature key — you will need it to verify every payload.

Subscribe to the events worth acting on: a focused list beats a noisy one. For most SMB support teams the high-value set is payment.created, payment.updated, refund.created, refund.updated, dispute.created, dispute.state.updated, and (if you take bookings) booking.updated. The full event catalog lives in the Webhook Events Reference. The Square Customers, Merchants, Customer Groups, and Customer Segments APIs do not support webhooks today — polling is the documented fallback for those.

Route the events into a shared inbox: Square does not ship a native Converge connector, so the supported path is the same as PayPal and Stripe — forward each webhook through Zapier, Make, or a direct call against the Converge API. A typical mapping: dispute.createdopen a high-priority conversation tagged “Square dispute” with the transaction ID and amount in the first message; refund.createdpost a private note on any matching open ticket; booking.updatedtrigger an outbound message confirming the reschedule. Test the chain in Square's Sandbox before flipping production traffic, and allowlist Square's webhook IPs (54.245.1.154 and 34.202.99.168) on firewalled endpoints (Square Developer Documentation, 2026).

Zapier

Connect Square and Converge through Zapier's no-code automation.

Make

Build custom workflows with Make's visual builder.

API

Use Converge's API for custom integrations.

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Frequently Asked Questions

Converge does not ship a native Square connector today. The supported pattern is to subscribe to Square Webhooks (payment, refund, dispute, booking events) and forward them into Converge through Zapier, Make, or a direct call against the Converge API. Converge's API and webhook features are included in the $49/month flat rate for up to 15 agents; Zapier and Make have their own pricing. A native Square + Converge connector is available on request — contact us to discuss your use case.

Create a Square Developer app at developer.squareup.com/apps, open the Webhook subscriptions page, set an HTTPS notification URL pointing at your automation tool (Zapier, Make, or a direct endpoint), and subscribe to the events your team acts on (typically payment.created, refund.created, dispute.created, dispute.state.updated, booking.updated). Verify every payload using the signature key Square issues at subscription time, then map each event to a conversation, note, or tag in your support inbox.

Square Messages is a single-channel tool inside Square for texting and emailing buyers directly from the Square Dashboard — it ties messages to customer profiles, invoices, and appointments inside Square (Square Support Center, 2026). A shared support inbox like Converge sits across every channel — WhatsApp, Instagram, Gmail, Telegram, web chat — and routes Square Webhook events (refunds, disputes, payments) into the same queue. Most SMBs keep Square Messages for transactional follow-up and run the shared inbox for everything else.

Start with seven: payment.created and payment.updated for transactional context; refund.created and refund.updated for “where is my refund?” tickets; dispute.created and dispute.state.updated for chargeback awareness; and booking.updated if you run Square Appointments or Square for Restaurants. Subscribing to every event in the catalog is the most common cause of webhook noise that buries the dispute alerts the team actually needs to see.

Yes — the Customers API supports customer.created, customer.updated, customer.deleted, and customer.merged events (Square Developer Documentation, 2026). Note however that several adjacent APIs do not yet support webhooks at all: Customer Groups, Customer Segments, Merchants, Snippets, Sites, Cash Drawer Shifts, Mobile Authorization, and Apple Pay. For those, polling is the documented fallback.

Square considers a delivery successful when your endpoint returns a 2xx status code within roughly 10 seconds. If that does not happen, Square retries up to 11 times over 24 hours with exponential backoff — 1 minute, 2 minutes, 4 minutes, 8 minutes, 16 minutes, 32 minutes, 1 hour, 2 hours, 4 hours, 8 hours, 8 hours. After 24 hours the notification is discarded; the Events API is the recovery path. Retried notifications include x-square-retry-number and x-square-retry-reason headers so the consumer can deduplicate using the event_id (Square Developer Documentation, 2026).

Yes — Converge's API, webhook ingestion, and the inbox integration patterns described above are included in the $49/month flat rate for up to 15 agents. Square does not charge anything extra for using its Webhooks API or the Events API. The only third-party cost is the automation tool (Zapier or Make) if you choose to route events through one rather than calling the Converge API directly.

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