Google Docs + Square
Create documents in Google Docs for new Square customers from a template
Easily create personalized welcome documents for your new Square customers with this time-saving workflow. Whenever a new customer is added in Square, a customized Google Docs document will be generated from a template of your choice. Keep track of important client information and provide a professional touch to your onboarding process, all while streamlining your work.
Easily create personalized welcome documents for your new Square customers with this time-saving workflow. Whenever a new customer is added in Square, a customized Google Docs document will be generated from a template of your choice. Keep track of important client information and provide a professional touch to your onboarding process, all while streamlining your work.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Document from Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
- Free forever for core features
- 14 day trial for premium features & apps
