Harvest + Square

Create new Harvest clients from new Square customers

Manage your business efficiency with this easy-to-use workflow. When a new customer engages with your business on Square, this process instantly creates a new client profile in the Harvest app. No more manual data entry or delays, allowing you to focus more on growing your customer base and less on administrative tasks. Let this automatic routine streamline your client onboarding process effectively.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerPolling
automatically do this!
Create Client
Creates a Client
ActionWrite

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Supported triggers and actions

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- LocationRequired
- Order Status
Trigger
Polling
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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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
Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Polling
Try It
New Client
Triggers when a new client is added.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is added.
Trigger
Polling
Try It
New Project
Triggers when a project is created.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It
New User Assignment
Triggers when a user is assigned to a project.
Trigger
Polling
Try It
Timer Stopped
Triggers when a timer is stopped.
Trigger
Polling
Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger
Polling
Try It
- NameRequired
- Address
Action
Write
- ClientRequired
- NameRequired
- Code
- Bill By (required)
- Hourly Rate
- Budget By (required)
- Budget
- Cost Budget
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- HoursRequired
- Spent DateRequired
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- Spent DateRequired
- Notes
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Invoice IDRequired
Action
Search
- NameRequired
Action
Search

- Item Type
Trigger
Polling
Try It
- LocationRequired
Trigger
Polling
Try It
- Location
Trigger
Polling
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
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
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
Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
Polling
Try It
New Contact
Triggers when new contact is added.
Trigger
Polling
Try It
New Invoice
Triggers when an invoice is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is added.
Trigger
Polling
Try It
New User
Triggers when a new User is added.
Trigger
Polling
Try It
Timer Started
Triggers when a timer is started.
Trigger
Polling
Try It
Updated Client
Triggers when a client is updated.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It
- ClientRequired
- First NameRequired
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- NameRequired
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- ProjectRequired
- TaskRequired
- Started TimeRequired
- Ended TimeRequired
- Spent DateRequired
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- Client name
- Client ID
Action
Search
- NameRequired
Action
Search

About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.

Learn more

Related categories

Time Tracking Software

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

Harvest + Square

Create new Harvest clients from new Square customers

New Appointment

New Customer

New Order

Add Customer to Group

Change Inventory

Create Invoice

Refund Payment

Send Invoice

API Request (Beta)

Find Customer

Find Service

Find Customer

Invoice Paid

New Client

New Expense

New Project

New Time Entry

New User Assignment

Timer Stopped

Updated Invoice

Create Client

Create Project

Create Time Entry

Start Timer

API Request (Beta)

Find Invoice

Find Task

New Catalog Item

New Invoice

New Payment

Create Appointment

Create Customer

Create Paid Order

Remove Customer From Group

Update Customer

Find Order by ID

Find Customer by ID

Find Order

Find Order

Invoice Sent

New Contact

New Invoice

New Task

New User

Timer Started

Updated Client

Updated Time Entry

Create Contact

Create Task

Create Time Entry (Start & End Times)

Stop Timer

Find Client

Find Project

About Harvest

Related categories

About Square

Related categories

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