DripJobs + Square
Create Square customers from accepted DripJobs proposals
Streamline your customer management process with this workflow. When a proposal is accepted in DripJobs, it immediately creates a new customer in Square. This simplifies your administrative tasks, giving you more time to focus on delivering quality service. A seamless link between DripJobs and Square increases efficiency and ensures no client is overlooked.
Streamline your customer management process with this workflow. When a proposal is accepted in DripJobs, it immediately creates a new customer in Square. This simplifies your administrative tasks, giving you more time to focus on delivering quality service. A seamless link between DripJobs and Square increases efficiency and ensures no client is overlooked.
- When this happens...Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
- automatically do this!Create Customer
Triggers when a new customer is created.
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On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProject Completed
Triggers when a project is marked completed in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Job Address
Job City
Job State
Job Zip
Notes
Drip Sequence
Item Type
Try It
Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Job Address
Job City
Job State
Job Zip
Start TimeRequired
End TimeRequired
Appointment Details
Assign To
Send Email Reminders
Send Sms Reminders
New Appointment
Triggers when a new appointment is created.
Try ItNew Customer
Triggers when a new customer is created.
Try It
