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Dandy + Square

Send review requests in Dandy when new Square invoices are created

Follow up on new purchases without the need for manual messaging. With this Zap in place, when a new invoice is created in Square, a customer will be automatically created in Dandy and a review request will be sent out to that customer via email.

Follow up on new purchases without the need for manual messaging. With this Zap in place, when a new invoice is created in Square, a customer will be automatically created in Dandy and a review request will be sent out to that customer via email.

  1. When this happens...
    SquareSquare
    New Invoice

    Triggers when a new invoice is added.

    TriggerScheduled
  2. automatically do this...
    DandyDandy
    Create Customer

    Creates a customer.

    ActionWrite
  3. then do this...
    DandyDandy
    Find Customer

    Find a Customer.

    ActionSearch
  4. then do this!
    DandyDandy
    Send Review Request

    Sends a review request.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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dandy logo

About Dandy

Turn your online reputation Dandy with our all-in-one online reputation management tool.

Related categories

  • Marketing
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

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