Act! + Square

Act! + Square integrations

Create new contacts in Act! for every new customer in Square

Keep your customer data well-managed and up-to-date using this workflow. Whenever a new customer is added in Square, the workflow assists in creating a new contact in Act! digitally, saving you time and ensuring accuracy. This automation process not only streamlines customer information management but also enhances your marketing and relationship building efforts.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerPolling
automatically do this!
Add ContactCreates a new contact.
ActionWrite

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More things you can do with Square and Act!

Discover other triggers and actions you can use with Square and Act!

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write

- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write

- Help_text
- Location
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer_id
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write
Contact Updated
Triggers when a Contact is updated.
Trigger
Polling
Try It
- Activity Type
  Required
- Regarding
- Schedule With
  Required
- Start Time
  Required
- End Time
  Required
- Details
- Location
- Priority
- Is Private
Action
Write
- Name
- Contact
  Required
- Estimated Close Date
  Required
- Status
- Stage
- Probability
- Actual Close Date
- Competitor
- Referred By
- Reason
Action
Write
- Type
  Required
- Contact
  Required
- Regarding
- Details
- Start Time
  Required
- End Time
  Required
- Private
Action
Write
- Contact
  Required
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write
- Group Name
Action
Search
- Name
  Required
- Description
Action
Search or write

- Item Type
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer
  Required
- Attribute
  Required
- Value
  Required
- Idempotency Key
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field_help
- Email_address
- Phone Number
- Reference ID
Action
Search
- Field_help
- Text Filter
- Location
Action
Search
- Field_help
- Email_address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
- Contact
  Required
- Note Text
  Required
- Private
Action
Write
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write
- Name
  Required
- Description
Action
Write
- Field to Search By
  Required
- Value to Search By
  Required
Action
Search
- Field to Search By
  Required
- Value to Search By
  Required
- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Search or write

About Act!

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.

Learn moreLearn moreHelpHelp

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About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

Learn moreLearn moreHelpHelp

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