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Asana + Square

Create tasks in Asana for new customers in Square

With this automation, each time a new customer is added in the Square app, a corresponding task gets created in your Asana app instantly. It ensures that your team hits the ground running with new customers, leading to improved customer relations and increased productivity. No additional efforts needed, just sit back and let this seamless workflow streamline your customer onboarding process.

With this automation, each time a new customer is added in the Square app, a corresponding task gets created in your Asana app instantly. It ensures that your team hits the ground running with new customers, leading to improved customer relations and increased productivity. No additional efforts needed, just sit back and let this seamless workflow streamline your customer onboarding process.

  1. When this happens...
    SquareSquare
    New Customer

    Triggers when a new customer is created.

    TriggerScheduled
  2. automatically do this!
    AsanaAsana
    Create Task

    Adds a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Order Status

    Trigger
    Scheduled
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
asana logo
asana logo

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
Learn moreHelp

Related categories

  • Project Management

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square logo
square logo

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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