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

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

    New Company

    Triggers when a new Company is created in Copper.

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

    New Opportunity

    Triggers when an Opportunity is created in Copper.

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

    New Project

    Triggers when a new Project is created in Copper.

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

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Help

Related categories

  • CRM (Customer Relationship 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.
Learn moreHelp

Related categories

  • eCommerce
  • Payment Processing

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