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.
- When this happens...New Folder
Triggers when new folders 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.
