How SONIQ connects to Square
Full bidirectional REST API integration. Contact lookup on inbound calls, automatic call logging, record updates, and post-call sync happen in real time.
Push events from SONIQ to this system the moment they happen — missed call, voicemail, call ended, agent disposition. Trigger automations without polling.
The instant an inbound call arrives, SONIQ matches the caller's number against this system and surfaces the record on screen before the agent picks up.
Connect once via OAuth 2.0. No passwords stored. Revoke access at any time from either side. Credentials are encrypted at rest.
Screen pop
The moment an inbound call arrives, SONIQ matches the caller's number against Squareand surfaces the most relevant data — before the agent picks up. Typical lookup time under 300ms.
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Matched in Square
What you can do with SONIQ + Square
Customer name, last 3 orders, LTV and open returns shown on ring
Order status and tracking information surfaced to support agents
Missed calls trigger automated order follow-up workflows
Post-call disposition synced to customer record
Data accessed
SONIQ requests only the minimum scopes needed. All data is processed in transit and never stored on SONIQ servers beyond the active call session.
Connect SONIQ to Square
See the screen pop, CRM sync, and AI call actions live — configured for your exact setup.
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