Manage new Square payments by creating or updating contacts in Escala
Easily keep your customer information up-to-date with this workflow. Every time a new payment is recorded in Square, the customer's contact information will be created or updated in Escala. This automation ensures all details in Escala are current and accurate, simplifying customer management, and enhancing your business efficiency.
Easily keep your customer information up-to-date with this workflow. Every time a new payment is recorded in Square, the customer's contact information will be created or updated in Escala. This automation ensures all details in Escala are current and accurate, simplifying customer management, and enhancing your business efficiency.
- When this happens...New Payment
Triggers when a new payment is created.
- automatically do this!Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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