ClickUp + Square
Create new Square customers from ClickUp lists and add to groups
Effortlessly manage your customer data by connecting ClickUp and Square with this streamlined workflow. When a new list is created in ClickUp, this automation will add a customer to a group in your Square account. Stay organized and easily find your customers while keeping both platforms up-to-date.
Effortlessly manage your customer data by connecting ClickUp and Square with this streamlined workflow. When a new list is created in ClickUp, this automation will add a customer to a group in your Square account. Stay organized and easily find your customers while keeping both platforms up-to-date.
- When this happens...New List
Triggers when new lists are created.
- automatically do this!Add Customer to Group
Adds a customer to a group.
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About ClickUp
ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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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.
