Connect Gmail and Square with AI

Automate the flow between your email communications and payment operations. Stop manually sending payment confirmations, forwarding transaction receipts, or copying sales data into reports—let Redbird handle the connection between Gmail and Square intelligently.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Send Gmail notifications when Square payments exceed threshold amounts

Automatically email your finance team or account managers when Square transactions hit specific dollar amounts. Redbird monitors payment events in real-time and sends formatted Gmail alerts with transaction details, customer information, and payment methods without manual monitoring.

Email Square invoices automatically when new customer orders are received

Trigger Square invoice creation and delivery when order confirmation emails arrive in Gmail. Redbird parses incoming order emails, extracts customer and line item details, generates Square invoices, and sends them—eliminating the manual data entry between email and billing.

Archive Square transaction receipts to Gmail threads by customer email

Automatically attach Square payment receipts to existing Gmail conversation threads with customers. Redbird matches Square transactions to customer email addresses and appends receipt PDFs to the correct Gmail threads, creating a unified communication and payment history.

Send daily Square sales summaries to management via Gmail reports

Generate and email formatted sales reports from Square data every morning. Redbird aggregates transaction volume, payment types, top products, and location performance from Square, then delivers clean HTML-formatted reports to stakeholder inboxes on schedule.

Process Square refund requests received through Gmail customer service inbox

Automatically initiate Square refunds when customer service emails match refund request patterns. Redbird identifies refund requests in Gmail using AI, extracts transaction IDs or customer details, locates the matching Square payment, and processes the refund with proper notification trails.

Capture Square failed payment alerts and email follow-up templates to customers

Trigger personalized Gmail follow-ups when Square payments fail or are declined. Redbird detects failed transactions, enriches them with customer context from Square, and sends tactful payment reminder emails through Gmail with updated payment links or alternative payment instructions.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Gmail and Square with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands Gmail's message structure, labels, and threading alongside Square's payment objects, catalog items, and transaction metadata—so your automations work with the full context of both systems.

AI that understands email threads and payment transactions

Redbird natively parses Gmail message bodies, extracts structured data from email content, and maps it to Square's payment, invoice, and customer schemas. The platform recognizes Square transaction IDs, payment states, tender types, and line item structures, then intelligently formats this data for email delivery. When creating workflows, you work with meaningful fields—customer email addresses, transaction amounts, payment methods, refund statuses—not raw API endpoints.

Gmail message parsing & threading
Square payment & invoice objects
Transaction status mapping
Email-to-payment matching
10×

faster than building custom email-to-payment integrations with API scripts

No Gmail API authentication flows, Square webhook configurations, or message parsing libraries required

Auto-generated reports

Redbird can pull from Gmail and Square simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Gmail or Square.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Gmail into Square, or from Square back into Gmail. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any Gmail email event or Square transaction, then take action across both platforms with full context.

Gmail
Triggers & Actions
Trigger

New email received matching label or filter

Trigger when emails arrive in specific Gmail folders, with certain labels, or matching search criteria.

Trigger

Email thread updated or replied to

Detect when existing Gmail conversations receive new replies or status changes.

Trigger

Attachment received in email

Trigger when Gmail messages arrive containing specific file types or attachment patterns.

Action

Send formatted email with data

Compose and send Gmail messages with dynamic content populated from Square or other sources.

Action

Reply to existing email thread

Add replies to ongoing Gmail conversations with context-aware responses and data.

Action

Apply labels and organize messages

Automatically categorize and tag Gmail messages based on Square transaction data or workflow logic.

Square
Triggers & Actions
Trigger

Payment completed or captured

Trigger when Square successfully processes a card payment, cash transaction, or invoice payment.

Trigger

Refund processed or requested

Detect when Square refunds are issued or when refund requests are initiated in the system.

Trigger

Invoice sent or payment overdue

Trigger when Square invoices are delivered to customers or when payment due dates pass.

Action

Create and send invoice to customer

Generate Square invoices with line items, customer details, and payment terms from workflow data.

Action

Process refund for transaction

Initiate Square refunds programmatically with transaction IDs and specified refund amounts.

Action

Update customer profile or contact information

Modify Square customer records with updated email addresses, names, or metadata from Gmail interactions.

Gmail
+
Square

Ready to connect your stack?

Stop manually bridging your email and payment systems. Connect Gmail and Square with Redbird and automate the workflows that keep your sales operations running smoothly.

Get started → Book a demo