Connect Square and
Trello with AI

Automate how payment data, inventory changes, and sales insights flow from Square into Trello project boards. Stop manually logging transactions, copying revenue numbers into cards, or tracking inventory issues across disconnected systems.

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.

Create Trello cards automatically when Square inventory drops below threshold

Monitor stock levels across all Square locations and automatically generate procurement or restock cards in Trello when items hit reorder points. Include current inventory counts, location details, and supplier information in each card.

Log high-value Square transactions as Trello cards for review

Automatically create Trello cards for transactions exceeding specified amounts, capturing customer details, payment method, and transaction context. Route cards to appropriate review boards based on transaction type or location.

Track daily Square sales performance on location-specific Trello boards

Generate end-of-day summary cards showing revenue, transaction count, top products, and payment method breakdown for each Square location. Archive cards automatically to maintain rolling performance history visible to store managers.

Create alerts in Trello when Square refunds or disputes occur

Immediately generate Trello cards when refunds are processed or payment disputes are opened in Square. Include transaction history, customer details, and refund reason to streamline resolution workflows.

Update Square catalog items when Trello product launch cards move to Done

When product development or menu planning cards reach completion in Trello, automatically add or update corresponding items in your Square catalog. Sync pricing, descriptions, and category assignments based on card custom fields.

Sync Square invoice status updates to linked Trello customer cards

Keep client management boards current by updating Trello cards whenever Square invoice status changes—from sent to paid, overdue, or voided. Maintain complete payment timeline without switching between systems.

Live in four steps

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

01

Connect your accounts

Authorize Square and Trello 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 Square's payment, inventory, and transaction schemas alongside Trello's board, card, and custom field structures—no mapping required.

AI that reads Square transactions and Trello workflows natively

Redbird automatically interprets Square payment objects, catalog variations, location hierarchies, and customer profiles. It understands Trello board structures, list positions, label taxonomies, and custom field types. Map transaction metadata to card fields, route inventory alerts to location-specific boards, or trigger catalog updates from project completions—all in plain English. The AI handles schema differences, field transformations, and data normalization automatically.

Payment & transaction objects
Inventory & catalog structures
Board hierarchies & custom fields
Location-based routing logic
10×

faster than building Zapier chains between Square webhooks and Trello APIs

No webhook configuration, JSON parsing, or custom field mapping required

Auto-generated reports

Redbird can pull from Square and Trello 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 Square or Trello.

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 Square into Trello, or from Trello back into Square. 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 Square payment event or Trello card movement and take action across both systems.

Square
Triggers & Actions
Trigger

Payment completed

Triggers when a payment is successfully processed at any Square location or online checkout.

Trigger

Inventory count below threshold

Triggers when any catalog item's stock level drops below a specified quantity at any location.

Trigger

Refund processed

Triggers when a refund is issued for any transaction, partial or full.

Action

Create catalog item

Add a new item to your Square product catalog with pricing, variations, and category assignments.

Action

Update inventory count

Adjust stock levels for specific items at designated locations.

Action

Create invoice

Generate and send a Square invoice to a customer with line items, due date, and payment options.

Trello
Triggers & Actions
Trigger

Card moved to list

Triggers when a card is moved into a specific list on any designated board.

Trigger

Card created in board

Triggers when a new card is added to a specified Trello board.

Trigger

Due date approaching

Triggers when a card's due date is within a specified time window.

Action

Create card

Add a new card to a specified list with title, description, labels, and custom field values.

Action

Update card custom fields

Modify custom field values on existing cards to track metrics or status changes.

Action

Add comment to card

Append a timestamped comment to a card with data from external systems or automated context.

Square
+
Trello

Ready to connect your stack?

Start automating between Square and Trello in minutes. Sync payment data, inventory alerts, and sales insights across your tools without code or complex integrations.

Get started → Book a demo