ClickFunnels Classic + Square

Add tags to emails in ClickFunnels Classic when new appointments are created in Square

Easily stay on top of your appointments with this Square to ClickFunnels Classic workflow. When you schedule a new appointment in Square, a tag will be added to the related email in ClickFunnels Classic, helping you keep track of their appointment status. Enhance your email marketing by seamlessly organizing customer information and staying connected with your clients.

When this happens...
New Appointment
Triggers when a new appointment is created.
TriggerScheduled
automatically do this!
Add Tag to Email
Add a Tag to a Contact Profile by Email.
ActionWrite

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Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- LocationRequired
- Order Status
Trigger
Scheduled
Try It
- Customer IDRequired
- GroupRequired
Action
Write
- Inventory Change TypeRequired
- LocationRequired
- Catalog ObjectRequired
- QuantityRequired
- Ignore unchanged counts
Action
Write

- LocationRequired
- Order IDRequired
- Customer IDRequired
- Accepted Payment MethodsRequired
- Payment due dateRequired
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery methodRequired
- Scheduled at
- Date of sale
Action
Write
- PaymentRequired
- Refund amount
- Reason
- Team member
Action
Write

- Help Text
- LocationRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Customer Id
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
Action
Search
- LocationRequired
- 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
- Funnel
- Funnel Step
Trigger
Instant
Try It
- ListRequired
- EmailRequired
Action
Write
- FunnelRequired
- Funnel StepRequired
- PageRequired
- EmailRequired
Action
Write
- ListRequired
- EmailRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- EmailRequired
Action
Search or write

- Item Type
Trigger
Scheduled
Try It
- LocationRequired
Trigger
Scheduled
Try It
- Location
Trigger
Scheduled
Try It
- LocationRequired
- Team Member IDRequired
- Customer IDRequired
- Date and Time of AppointmentRequired
- Appointment Service IDRequired
- 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
- LocationRequired
- Customer ID
- External Identifier
- Buyer Email Address
- Payment TypeRequired
- Payment Note
- QuantityRequired
- AmountRequired
- CurrencyRequired
- 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 IDRequired
- GroupRequired
Action
Write
- Customer IDRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
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
- Funnel
- Funnel Step
Trigger
Instant
Try It
- Funnel
- Funnel Step
Trigger
Instant
Try It
- TagRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- TagRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Search

About ClickFunnels Classic

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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 more Help

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PRODUCTS

CAPABILITIES

By team

ClickFunnels Classic + Square

Add tags to emails in ClickFunnels Classic when new appointments are created in Square

New Appointment

New Customer

New Order

Order Status

Add Customer to Group

Customer IDRequired

GroupRequired

Change Inventory

Inventory Change TypeRequired

LocationRequired

Catalog ObjectRequired

QuantityRequired

Ignore unchanged counts

Create Invoice

LocationRequired

Order IDRequired

Customer IDRequired

Accepted Payment MethodsRequired

Payment due dateRequired

Tipping enabled

Invoice title

Invoice number

Description

Delivery methodRequired

Scheduled at

Date of sale

Refund Payment

PaymentRequired

Refund amount

Reason

Team member

Send Invoice

Help Text

LocationRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Customer by ID

Customer Id

Find Order

LocationRequired

Field Help

Customer

Fulfillment State

Status

Find Order

LocationRequired

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