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HL Pro Tools + Square

Create new HL Pro Tools contacts for new Square orders

Stay up-to-date with your customer database in HL Pro Tools by leveraging this workflow. Each time a new order is placed in Square, the customer's contact information is updated in HL Pro Tools. This streamlines your customer management process, ensuring you always have the most recent client data readily available.

Stay up-to-date with your customer database in HL Pro Tools by leveraging this workflow. Each time a new order is placed in Square, the customer's contact information is updated in HL Pro Tools. This streamlines your customer management process, ensuring you always have the most recent client data readily available.

  1. When this happens...
    SquareSquare
    New Order

    Triggers when a new order is processed.

    TriggerScheduled
  2. automatically do this!
    HL Pro ToolsHL Pro Tools
    Create Contact

    Create a New Contact for selected location with given details

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Order Status

    Trigger
    Scheduled
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
hl-pro-tools logo
hl-pro-tools logo

About HL Pro Tools

HL Pro Tools helps you take full advantage of HighLevel with advanced automations to make your life and agency easier.
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Related categories

  • Marketing Automation

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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.

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