ClickUp + Square

Create new Square customer groups from ClickUp folders

Effortlessly manage your new customers in ClickUp and Square with this time-saving workflow. Whenever you create a new folder in ClickUp, this automation will instantly add a customer to a group in your Square account. Stay organized and streamline your customer management process while improving your team's productivity.

Effortlessly manage your new customers in ClickUp and Square with this time-saving workflow. Whenever you create a new folder in ClickUp, this automation will instantly add a customer to a group in your Square account. Stay organized and streamline your customer management process while improving your team's productivity.

  1. When this happens...
    ClickUpClickUp
    New Folder

    Triggers when new folders are created.

    TriggerInstant
  2. automatically do this!
    SquareSquare
    Add Customer to Group

    Adds a customer to a group.

    ActionWrite
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Supported triggers and actions

    • WorkspaceRequired

    Trigger
    Instant
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    • WorkspaceRequired

    Trigger
    Instant
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    • WorkspaceRequired

    Trigger
    Instant
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    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
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    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
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clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

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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.
Learn more

Related categories

  • eCommerce
  • Payment Processing

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