Copper + Square

Update Square customers when Copper companies are updated

Effortlessly keep your Copper and Square customer information up-to-date with this seamless workflow. When a company is updated in Copper, this automation will simultaneously update the corresponding customer details in Square, ensuring accurate and consistent data across both platforms. Say goodbye to manual data entry and maintain an organized customer management system with ease.

Effortlessly keep your Copper and Square customer information up-to-date with this seamless workflow. When a company is updated in Copper, this automation will simultaneously update the corresponding customer details in Square, ensuring accurate and consistent data across both platforms. Say goodbye to manual data entry and maintain an organized customer management system with ease.

  1. When this happens...
    CopperCopper
    Updated Company

    Triggers when a Person's Company is changed.

    TriggerInstant
  2. automatically do this!
    SquareSquare
    Update Customer

    Updates a customer.

    ActionWrite
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Supported triggers and actions

    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
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  • 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