Copper + Square

Create new persons in Copper for every new customer in Square

Boost your customer management efficiency with this workflow integrating Square and Copper. When a new customer is added in Square, this automation will seamlessly create a corresponding entry in Copper. You save valuable time by eliminating the need to manually transfer customer data between platforms, which allows you to focus on nurturing your new client relationships rather than wrestling with data entry tasks.

Boost your customer management efficiency with this workflow integrating Square and Copper. When a new customer is added in Square, this automation will seamlessly create a corresponding entry in Copper. You save valuable time by eliminating the need to manually transfer customer data between platforms, which allows you to focus on nurturing your new client relationships rather than wrestling with data entry tasks.

  1. When this happens...
    SquareSquare
    New Customer

    Triggers when a new customer is created.

    TriggerScheduled
  2. automatically do this!
    CopperCopper
    Create Person

    Creates a new Person.

    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
  • Square triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Order Status

    Trigger
    Scheduled
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • Item Type

    Trigger
    Scheduled
    Try It
    • LocationRequired

    Trigger
    Scheduled
    Try It
    • Location

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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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