Crisp + Square

Crisp + Square integrations

Create new Square customers from new Crisp conversations

Initiate your customer engagement process directly from your conversations. With this workflow, whenever you start a New Conversation in the Crisp app, a new Customer is created in your Square account. It's a seamless way to connect your customer service and sales efforts by transforming every conversation into a potential business opportunity. Say goodbye to manual data entry and use this automation to enhance your customer management strategy.

When this happens...
New ConversationTriggers when a new conversation is created.
TriggerInstant
automatically do this!
Create CustomerTriggers when a new customer is created.
ActionWrite

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More things you can do with Crisp and Square

Discover other triggers and actions you can use with Crisp and Square

Edited Contact
Triggers when a contact is edited.
Trigger
Instant
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Message Incoming
Triggers when a visitor sends a message.
Trigger
Instant
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New Conversation
Triggers when a new conversation is created.
Trigger
Instant
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Conversation Segments Updated
Triggers when a segment is added or removed in a conversation.
Trigger
Instant
Try It
- Conversation ID (session_id)
  Required
- Segments
  Required
Action
Write

- User Email
  Required
- User Name
  Required
- Message From
  Required
- Message
  Required
Action
Write
- Conversation ID (session_id)
  Required
- Note message content
  Required
Action
Write

- Conversation ID (session_id)
  Required
- Message content
  Required
Action
Write
- Query
  Required
Action
Search
New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write
- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write
- Help_text
- Location
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer_id
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write

Message Sent
Triggers when an operator sends a message
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Conversation Custom Data Updated
Triggers when custom data is added or removed in a conversation.
Trigger
Instant
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Conversation Status Change
Triggers when a conversation is (un)resolved.
Trigger
Instant
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- Email
  Required
- Name
  Required
- Phone Number
- Address
- Website
- Company
- Position
- Segments
- Notepad
- Custom Data
Action
Write
- Email
  Required
- Event name
  Required
Action
Write
- Conversation ID (session_id)
  Required
- Message content
  Required
- Nickname
Action
Write
- Conversation ID (session_id)
  Required
- State
  Required
Action
Write
- Email
  Required
Action
Search
- Item Type
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer
  Required
- Attribute
  Required
- Value
  Required
- Idempotency Key
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field_help
- Email_address
- Phone Number
- Reference ID
Action
Search
- Field_help
- Text Filter
- Location
Action
Search
- Field_help
- Email_address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write

About Crisp

Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform

Learn moreLearn moreHelpHelp

Related categories

Customer Support

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 moreLearn moreHelpHelp

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eCommerce

Payment Processing

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