Copper + Square

Create Square customers from new Copper companies

Easily manage your business contacts and streamline your customer management process with this Copper and Square integration. Whenever a new company is added in Copper, this workflow will create a new customer in Square, saving you time and ensuring accurate information across both platforms. Stay organized and focused on growing your business while this automation takes care of customer data consistency for you.

Easily manage your business contacts and streamline your customer management process with this Copper and Square integration. Whenever a new company is added in Copper, this workflow will create a new customer in Square, saving you time and ensuring accurate information across both platforms. Stay organized and focused on growing your business while this automation takes care of customer data consistency for you.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    SquareSquare
    Create Customer

    Triggers when a new customer is created.

    ActionWrite
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Supported triggers and actions

    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
    Try It