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ClickUp + Square

Create tasks in ClickUp for new Square customers

Effortlessly manage your customer relationships with this automation. When new customers are added to your Square account, this workflow instantly creates a task in ClickUp, ensuring that your team can easily track and manage their needs. Stay organized and never miss an opportunity to make your customers happy.

Effortlessly manage your customer relationships with this automation. When new customers are added to your Square account, this workflow instantly creates a task in ClickUp, ensuring that your team can easily track and manage their needs. Stay organized and never miss an opportunity to make your customers happy.

  1. When this happens...
    SquareSquare
    New Customer

    Triggers when a new customer is created.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Order Status

    Trigger
    Scheduled
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
clickup logo
clickup logo

About ClickUp

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

Related categories

  • Project Management

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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.

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