Create new Google Docs documents for every new Square customer
Easily manage and store information about new customers by seamlessly uploading documents to Google Docs when a new customer is added in Square. This automation helps keep your customer data organized, allowing you to focus more on providing excellent service rather than manual data entry. Stay organized and save time with this efficient and streamlined workflow.
Easily manage and store information about new customers by seamlessly uploading documents to Google Docs when a new customer is added in Square. This automation helps keep your customer data organized, allowing you to focus more on providing excellent service rather than manual data entry. Stay organized and save time with this efficient and streamlined workflow.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Upload Document
Triggers when a new document is added (inside any folder).
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