AgencyZoom + Square

AgencyZoom + Square integrations

Create new AgencyZoom leads from new Square appointments

Keep your sales process streamlined and efficient with this automation. When a new appointment is booked in Square, it immediately creates a personal lead in AgencyZoom. This workflow ensures you never miss following up on a potential client, saving you time and improving your lead management process.

When this happens...
New AppointmentTriggers when a new appointment is created.
TriggerPolling
automatically do this!
Create Personal LeadTriggers when a new Lead is added.
ActionWrite

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More things you can do with Square and AgencyZoom

Discover other triggers and actions you can use with Square and AgencyZoom

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
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
Try It
- Title
  Required
- Lead contact email
  Required
- Activity note
  Required
Action
Write
- Name
  Required
Action
Write
- Customer Name
  Required
- Customer Email Address
  Required
- Policy Number
- Summery
  Required
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- Customer Service Representative
- CSR Assignment Group
- Due after days
  Required
- Tag
- Description
  Required
Action
Write
- Title
  Required
- Assigned To
  Required
- Contact (lead or customer) email
  Required
- Type
  Required
- Comments
- Task Date (and time)
  Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search

- 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
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It
Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
Try It
- Business Name
  Required
- Contact Name
Action
Write
- Lead
  Required
Action
Write
- Service Request
  Required
- Summary
  Required
- Description
- Category
  Required
- Priority
  Required
- Pipeline
  Required
- Stage
  Required
- csr
  Required
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search By
  Required
- Create Agencyzoom lead if it doesn't exist yet?
  Required
Action
Search

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

HelpHelp

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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.

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