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.
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.
- automatically do this!Create Client
Creates a Client
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