Connect Microsoft Teams and
Square with AI

Redbird AI syncs Microsoft Teams with Square to automate sales notifications, inventory alerts, and payment reporting. Stop manually checking Square dashboards and copy-pasting daily sales summaries into team channels—let AI handle the data flow between your POS and collaboration platform.

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 daily sales summaries to team channels automatically

Pull end-of-day sales totals, top-selling items, and payment breakdowns from Square and post formatted summaries to designated Microsoft Teams channels. Managers get consistent daily updates without logging into Square or manually compiling reports.

Alert teams when high-value transactions are processed

Monitor Square payment activity and send instant Teams notifications when transactions exceed specified thresholds. Sales and management teams stay informed about significant purchases in real time across all locations.

Notify channels when inventory falls below reorder points

Track Square inventory levels and trigger Microsoft Teams alerts when stock quantities drop below defined thresholds. Operations teams can coordinate restocking efforts without constantly monitoring the Square dashboard.

Post refund and chargeback notifications to support channels

Capture refund transactions and payment disputes from Square and route details to customer service Teams channels. Support staff can investigate issues immediately with full transaction context delivered where they work.

Sync new product launches from Teams discussions to Square catalog

Extract product details shared in Microsoft Teams channels and create or update Square catalog items automatically. Merchandising teams can launch new products without duplicate data entry between collaboration and POS systems.

Archive weekly sales performance data to Teams document libraries

Aggregate Square sales data by location, category, and payment method, then save formatted reports to Microsoft Teams shared files. Leadership maintains a searchable history of performance metrics without manual export and upload workflows.

Live in four steps

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

01

Connect your accounts

Authorize Microsoft Teams 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 AI understands Microsoft Teams channel structures and Square transaction schemas, enabling intelligent routing of sales data, inventory alerts, and payment notifications across your collaboration and commerce platforms.

AI that speaks both Teams and Square

Redbird's AI interprets Square's payment objects, inventory items, refund events, and location hierarchies, then formats them appropriately for Microsoft Teams channels, adaptive cards, and threaded conversations. The platform maps Square transaction metadata to Teams notification structures and handles time zone conversions between POS timestamps and team communication contexts. Whether you're routing location-specific sales to regional channels or enriching payment alerts with customer history, Redbird maintains data integrity across both systems.

Transaction formatting
Channel routing logic
Adaptive card generation
Location mapping
10×

faster than building custom Teams bots with Square API integrations

No Microsoft Bot Framework configuration or Square webhook management required

Auto-generated reports

Redbird can pull from Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams into Square, or from Square back into Microsoft Teams. 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 event in Microsoft Teams or Square—from new payments to channel messages.

Microsoft Teams
Triggers & Actions
Trigger

New message in channel

Trigger when a message is posted to a specific Microsoft Teams channel or thread.

Trigger

File uploaded to channel

Trigger when documents or files are added to Teams channel file repositories.

Trigger

Meeting scheduled

Trigger when new Teams meetings are created or calendar invites are sent.

Action

Post message to channel

Send formatted messages or adaptive cards to specific Teams channels or chats.

Action

Create channel thread

Start new conversation threads in Teams channels with initial message content.

Action

Upload file to SharePoint

Save documents or data exports to Teams-connected SharePoint document libraries.

Square
Triggers & Actions
Trigger

New payment processed

Trigger when Square completes a payment transaction at any location or sales channel.

Trigger

Refund issued

Trigger when refunds or partial refunds are processed in Square for any transaction.

Trigger

Inventory level changed

Trigger when Square inventory quantities are updated through sales or manual adjustments.

Action

Create catalog item

Add new products to Square catalog with pricing, categories, and inventory settings.

Action

Update inventory count

Adjust Square inventory quantities for specific items and locations programmatically.

Action

Create customer profile

Add new customer records to Square with contact details and purchase history.

Microsoft Teams
+
Square

Ready to connect your stack?

Sync Microsoft Teams with Square to automate sales reporting and payment alerts. Stop switching between your POS system and collaboration platform—Redbird delivers the data where your team works.

Get started → Book a demo