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Zapier makes it easy to integrate ClickUp with Square - no code necessary. See how you can get setup in minutes.
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Help
ClickUp
ClickUp
1. Choose trigger event
Square
Square
2. Choose action
1. Select the event
Setup
Test
ClickUp
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects ClickUp and Square, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
First Name
Last Name
Email_address
Phone_number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Reference_id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer ID
Required
Group
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Attribute
Required
Value
Required
Idempotency Key
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Field_help
Email_address
Phone Number
Reference ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Field_help
Text Filter
Location
Action
This is an event a Zap performs.
Search
Find existing data in your app
Field_help
Email_address
Phone Number
Reference ID
First Name
Last Name
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use ClickUp and Square with AI agents and code
Beyond Zap workflows. Call ClickUp and Square actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose ClickUp and Square actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Archive or Delete Task
Add Customer to Group
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use ClickUp and Square
Create task for each new Square payment
When a new payment is completed in Square, Zapier will automatically create a task in ClickUp with details about the payment. This helps business owners keep an organized record of payments and follow-up actions directly in their task management system, reducing manual data entry and ensuring no payments are overlooked.
When a new invoice is added in Square, Zapier automatically creates a task in ClickUp. This integration simplifies project tracking, ensuring payment-related tasks are accounted for, improving cash flow visibility, and helping teams prioritize critical customer interactions.
When a new customer is created in Square, Zapier creates a task in ClickUp to facilitate tracking follow-ups and relationship-building activities for these customers, ensuring no client falls through the cracks and supporting increased customer conversion rates.
Level up your ClickUp to Square integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
