Fulcrum + Square Integrations
How to connect Fulcrum + Square
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Record CreatedTriggers when a new record is created.Trigger- Record DeletedTriggers when a new record is deleted.Trigger
- Record UpdatedTriggers when a new record is updated.Trigger
- Project CreateCreates a new project.Action
- Record CreateCreates a new Record.Action
- Record UpdateUpdate a new Record.Action
New CustomerTriggers when a new customer is created.Trigger- New OrderTriggers when a new order is processed.Trigger
- Square
Adds a customer to a group.
Scheduled
Action
- Square
Creates a customer.
Scheduled
Action
- Square
Removes a customer from a group.
Scheduled
Action
- Square
Updates a customer.
Scheduled
Action
- Square
Finds a customer based on email, phone number, or reference ID.
Scheduled
Action
- Square
Find a customer. Optionally, create one if none are found.
Scheduled
Action
How Fulcrum + Square Integrations Work
- Step 1: Authenticate Fulcrum and Square.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Square Tutorials
About Fulcrum
Fulcrum is a mobile data collection tool that allows users to easily design custom forms and quickly conduct field data collection on Android and iOS. Fulcrum works in connected and disconnected environments.
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