Gmail + Square

Create Square customers from new Gmail emails matching search criteria

Easily add new customers to your Square account with this seamless workflow. When a new email matching your specified search criteria arrives in Gmail, it triggers the creation of a customer profile in Square. Stay organized and save time as your contact base grows, allowing you to focus on providing exceptional service.

When this happens...
New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
TriggerScheduled
automatically do this!
Create Customer
Triggers when a new customer is created.
ActionWrite

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Supported triggers and actions

What does this mean?

- Label/Mailbox
- Search String
Trigger
Scheduled
Try It
- Label/MailboxRequired
Trigger
Scheduled
Try It
- Search StringRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- SubjectRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write

- NameRequired
Action
Write
- Message to Remove Label(s) FromRequired
- Label(s) to RemoveRequired
Action
Write

- Search StringRequired
Action
Search
New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- LocationRequired
- Order Status
Trigger
Scheduled
Try It
- Customer IDRequired
- GroupRequired
Action
Write
- Inventory Change TypeRequired
- LocationRequired
- Catalog ObjectRequired
- QuantityRequired
- Ignore unchanged counts
Action
Write
- LocationRequired
- Order IDRequired
- Customer IDRequired
- Accepted Payment MethodsRequired
- Payment due dateRequired
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery methodRequired
- Scheduled at
- Date of sale
Action
Write
- PaymentRequired
- Refund amount
- Reason
- Team member
Action
Write
- Help Text
- LocationRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Customer Id
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
Action
Search
- LocationRequired
- 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

New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label(s) to Add
- Message to be LabeledRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body Type
- BodyRequired
- Label/Mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Search or write
- Item Type
Trigger
Scheduled
Try It
- LocationRequired
Trigger
Scheduled
Try It
- Location
Trigger
Scheduled
Try It
- LocationRequired
- Team Member IDRequired
- Customer IDRequired
- Date and Time of AppointmentRequired
- Appointment Service IDRequired
- 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
- LocationRequired
- Customer ID
- External Identifier
- Buyer Email Address
- Payment TypeRequired
- Payment Note
- QuantityRequired
- AmountRequired
- CurrencyRequired
- 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 IDRequired
- GroupRequired
Action
Write
- Customer IDRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
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 Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more Help

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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 more Help

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Gmail + Square

Create Square customers from new Gmail emails matching search criteria

New Attachment

Label/Mailbox

Search String

New Labeled Email

New Email Matching Search

Search StringRequired

New Thread

Label/Mailbox

Create Draft

SubjectRequired

To

Cc

Bcc

From

From Name

Body Type

BodyRequired

Signature

Label/Mailbox

Attachments

Create Label

NameRequired

Remove Label from Email

Message to Remove Label(s) FromRequired

Label(s) to RemoveRequired

Find Email

Search StringRequired

New Appointment

New Customer

New Order

LocationRequired

Order Status

Add Customer to Group

Customer IDRequired

GroupRequired

Change Inventory

Inventory Change TypeRequired

LocationRequired

Catalog ObjectRequired

QuantityRequired

Ignore unchanged counts

Create Invoice

LocationRequired

Order IDRequired

Customer IDRequired

Accepted Payment MethodsRequired

Payment due dateRequired

Tipping enabled

Invoice title

Invoice number

Description

Delivery methodRequired

Scheduled at

Date of sale

Refund Payment

PaymentRequired

Refund amount

Reason

Team member

Send Invoice

Help Text

LocationRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Customer by ID

Customer Id

Find Order

LocationRequired

Field Help