Bonjoro + Square integrations
Create tasks in Bonjoro for every new customer in Square
With this workflow, once a new customer is added in Square, an immediate task will be created in Bonjoro. It allows you to promptly personalize your approach towards them, enhancing customer relationship management. By streamlining this process, you can focus on what truly matters - building stronger relationships with your newcomers.
- When this happens...New CustomerTriggers when a new customer is created.
- automatically do this!Create TaskCreates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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More things you can do with Square and Bonjoro
Discover other triggers and actions you can use with Square and Bonjoro
- New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling - New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - LocationRequired
- Order Status
Try ItTriggerPolling- Customer IDRequired
- GroupRequired
ActionWrite
- Item Type
Try ItTriggerPolling- LocationRequired
Try ItTriggerPolling- Location
Try ItTriggerPolling- LocationRequired
- Team Member IDRequired
- Customer IDRequired
- Date and Time of AppointmentRequired
- Appointment Service IDRequired
- Note
ActionWrite
Bonjoro lets you send personalised welcome videos to your customers.
Related categories
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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