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