Connecteam + Square

Create customers in Square from new form submissions in Connecteam

This workflow kicks into action upon a new form submission in the Connecteam app, consequently facilitating the creation of a new customer in the Square app. This effective automation ensures timely customer creation and enhances business efficiency, making it an ideal setup for businesses seeking to streamline their data transmission and customer management processes.

When this happens...
New Form Submission
Triggers when a new form is submitted. This trigger is in real-time (replaces the deprecated form submission trigger which was polling based).
TriggerInstant
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Create Customer
Triggers when a new customer is created.
ActionWrite

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Supported triggers and actions

- Time ClockRequired
Trigger
Instant
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- Form NameRequired
Trigger
Instant
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- SchedulerRequired
Trigger
Instant
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- Task BoardRequired
Trigger
Instant
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User Archived
Triggers when a user is archived
Trigger
Instant
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User Updated
Triggers when a user field was edited (real-time trigger).
Trigger
Instant
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- Time ClockRequired
- Assigned UserRequired
- Timezone
- Associated JobRequired
Action
Write

- Scheduler
- Time Clock
- TitleRequired
- Job Code
- Description
- Address
- Users or Groups
- Color
Action
Write
- SchedulerRequired
- Shift titleRequired
- Color
- Shift StartRequired
- Shift EndRequired
- Timezone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you want to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
Action
Write
- Assigned user
- Time ClockRequired
- TimezoneRequired
- Start TimeRequired
- End TimeRequired
- Associated JobRequired
Action
Write
- User IDRequired
- Title
- TextRequired
Action
Write
- Conversation (Team/Channel)Required
- Sender (publisher)Required
- TextRequired
Action
Write
- Form IDRequired
- Form Submission IDRequired
- Manager FieldsRequired
Action
Write
- SchedulerRequired
- Shift IDRequired
- Shift Title
- Shift Start
- Shift End
- TimeZone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you what to create the shift as a published shift?
- Associated Job
- Assigned Users
- Location Address
- Notes
- Color
Action
Write
- Form NameRequired
Action
Search
- Job Name
- Job ID
Action
Search
- Form IDRequired
- User ID
- Submission Start Date
- Submission End Date
Action
Search
- Task BoardRequired
- Label TitleRequired
Action
Search
New Appointment
Triggers when a new appointment is created.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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- LocationRequired
- Order Status
Trigger
Polling
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- Customer IDRequired
- GroupRequired
Action
Write
- Inventory Change TypeRequired
- LocationRequired
- Catalog ObjectRequired
- QuantityRequired
- Ignore unchanged counts
Action
Write
- LocationRequired
- Order IDRequired
- Customer IDRequired
- Accepted Payment MethodsRequired
- Payment due dateRequired
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery methodRequired
- Scheduled at
- Date of sale
Action
Write
- PaymentRequired
- Refund amount
- Reason
- Team member
Action
Write
- Help Text
- LocationRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field Help
- Email Address
- Phone Number
- Reference ID
Action
Search
- Field Help
- Text Filter
- Location
Action
Search
- Field Help
- Email Address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write

- Time ClockRequired
Trigger
Instant
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- Form NameRequired
Trigger
Instant
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- SchedulerRequired
Trigger
Instant
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- Task BoardRequired
Trigger
Instant
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New User
Triggers when a new user is added (real time trigger)
Trigger
Instant
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- Archive by phone numberRequired
- User ID
- Phone Number
Action
Write
- Time ClockRequired
- Assigned UserRequired
- Timezone
Action
Write
- Scheduler
- Time Clock
- TitleRequired
- Code
- Description
- Color
- Address
- Qualified Users or Groups
- TitleRequired
- Code
Action
Write
- Assigned Task BoardRequired
- Assigned Users
- TitleRequired
- Task Labels
- Task StatusRequired
- Start TimeRequired
- Due DateRequired
- Description
- Title
Action
Write
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- User TypeRequired
- Email Address
- Send activation SMSRequired
Action
Write
- Schedule IDRequired
- Shift IDRequired
Action
Write
- Recipient UserRequired
- Sender (publisher)Required
- TextRequired
Action
Write
- DateRequired
- UserRequired
- IndicatorRequired
- ValueRequired
Action
Write
- Assigned UserRequired
- Policy NameRequired
- BalanceRequired
Action
Write
- Form NameRequired
- Form Submission IdRequired
Action
Search
- Scheduler IDRequired
- Shift StartRequired
- Shift EndRequired
- Shift ID
- Shift Title
- Job ID
Action
Search
- Sub-Job Title
- Sub-Job ID
Action
Search
- User ID
- Full Name
- Phone Number
- Email Address
Action
Search
- Item Type
Trigger
Polling
Try It
- LocationRequired
Trigger
Polling
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- Location
Trigger
Polling
Try It
- LocationRequired
- Team Member IDRequired
- Customer IDRequired
- Date and Time of AppointmentRequired
- Appointment Service IDRequired
- Note
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference Id
Action
Write
- LocationRequired
- Customer ID
- External Identifier
- Buyer Email Address
- Payment TypeRequired
- Payment Note
- QuantityRequired
- AmountRequired
- CurrencyRequired
- 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
Write
- Customer IDRequired
- GroupRequired
Action
Write
- Customer IDRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer Id
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write

About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.

Learn more

Related categories

Scheduling & Booking

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

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Related Zap Templates

Create new Connecteam shifts for every new Square appointment

Update Square inventories when new form submissions are made in Connecteam

Broadcast new Square appointments in Connecteam team channel

Connecteam + Square

Create customers in Square from new form submissions in Connecteam

Clock In

Manager Field Updated

New Shift in Scheduler

Task Completed

User Archived

User Updated

Clock In

Create Job

Create Shift

Create Timesheet Row

Create User Note

Send Message in Channel/Team

Update Form Submission

Update Shift

Find Form

Find a Job

Find Form Submission

Find Task Label

New Appointment

New Customer

New Order

Add Customer to Group

Change Inventory

Create Invoice

Refund Payment

Send Invoice

API Request (Beta)

Find Customer

Find Service

Find Customer

Clock Out

New Form Submission

Updated Shift in Scheduler

Task Published

New User

Archive User

Clock Out

Create Job With Sub-Jobs

Create Task

Create User

Delete Shift

Send Private Message (DM)

Update User Performance Data

Update User Time Off Balance

Find Form Submission by Id

Find a Shift

Find Sub-Job

Find User

New Catalog Item

New Invoice

New Payment

Create Appointment

Create Customer

Create Paid Order

Remove Customer From Group

Update Customer

Find Order by ID

Find Customer by ID

Find Order

Find Order

About Connecteam

Related categories

About Square

Related categories

Similar apps

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