HL Pro Tools + Square

HL Pro Tools + Square integrations

Create new HL Pro Tools contacts from new Square customers

Whenever you welcome a new customer in Square, this workflow effortlessly transfers their details to HL Pro Tools as a new contact. Utilize this automation to eliminate tedious manual data entry and keep your contact list up-to-date. With this streamlined process, you can focus more on providing a better customer experience, while ensuring customer data is properly organized.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerPolling
automatically do this!
Create ContactCreate a New Contact for selected location with given details
ActionWrite

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More things you can do with Square and HL Pro Tools

Discover other triggers and actions you can use with Square and HL Pro Tools

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
- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write

- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write

- Help_text
- Location
  Required
Action
Write
- Customer ID
  Required
- 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
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- 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
- Select Location
  Required
- Campaign ID
  Required
- Contact ID
  Required
Action
Write
- Select Location
  Required
- First Name
- Last Name
- Full Name
- Email Address
- Gender
- Phone
- Date of Birth
- Address1
- City
- State
- Postal Code
- Website
- Tags
- Source
- Company Name
- Country
- Contact Timezone
- DND?
- Contact Notes
- Call Status
- Call message
- Call Code
- Email Status
- Email Message
- Email Code
- SMS status
- SMS message
- SMS Code
- WhatsApp Status
- WhatsApp Message
- WhatsApp Code
- GMB Status
- GMB Message
- GMB Code
- FB Status
- FB Message
- FB Code
- All Status
- All Message
- Custom Fields
Action
Write
- First Name
- Last Name
- Email Address
  Required
- Backup Email Address
- Password
- Phone
- User Type
  Required
- User Role
  Required
- Select Locations
  Required
- Campaigns Enabled?
- Campaigns Read Only?
- Contacts Enabled?
- Workflows Enabled?
- Workflows ReadOnly?
- Triggers Enabled?
- Funnels Enabled?
- Websites Enabled?
- Opportunities Enabled?
- Conversations Enabled?
- Dashboard Stats Enabled?
- Bulk Requests Enabled?
- Appointments Enabled?
- Reviews Enabled?
- Online Listings Enabled?
- Call Reporting?
- Assigned Data Only?
- Adwords Reporting Enabled?
- Membership Enabled?
- Facebook Ads Reporting Enabled?
- Attributions Reporting Enabled?
- Settings Enabled?
- Tags Enabled?
- Lead Value Enabled?
- Marketing Enabled?
- Agent Reporting Enabled?
- Bot Service?
- Social Planner?
- Blogging Enabled?
- Invoice Enabled?
- Affiliate Manager Enabled?
- Content AI Enabled?
- Refunds Enabled?
- Record Payment Enabled?
- Cancel Subscription Enabled?
- Payments Enabled?
- Profile Photo URL
Action
Write
- Select Location
  Required
- Event ID
  Required
Action
Write
- Select Location
  Required
- Event ID
  Required
- Calendar ID
- Start Time
- End Time
- Title
- Appointment Status
- Address
- Ignore Date Range
- To Notify?
Action
Write
- Select Location
  Required
- Contact ID
  Required
- First Name
- Last Name
- Full Name
- Email Address
- Phone
- Date of Birth
- Address1
- City
- State
- Postal Code
- Website
- Tags
- Source
- Company Name
- Country
- Contact Timezone
- DND?
- Contact Notes
- Call Status
- Call message
- Call Code
- Email Status
- Email Message
- Email Code
- SMS status
- SMS message
- SMS Code
- WhatsApp Status
- WhatsApp Message
- WhatsApp Code
- GMB Status
- GMB Message
- GMB Code
- FB Status
- FB Message
- FB Code
- All Status
- All Message
- Custom Fields
Action
Write
- Select Location
  Required
- Customer ID
  Required
- Subscription ID
  Required
Action
Write
- Select Location
  Required
- Contact ID
- Contact Email
- Workflow Name
  Required
Action
Write
- Select Location
  Required
- Group ID
- Show Drafted?
Action
Search
- Select Location
  Required
- Contact ID
- Contact Query
Action
Search
- Location ID
- Location Name
- Location Email Address
Action
Search
- User ID
- Email Address
Action
Search

- Item Type
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- 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
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- 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 ID
  Required
- Group
  Required
Action
Write
- Customer
  Required
- Attribute
  Required
- Value
  Required
- Idempotency Key
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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
Use Zapier Catch Webhook
Generates a Webhook URL to send data to Zapier from Highlevel, so that the data can be used for various other available actions in the integration.
Trigger
Instant
Try It
- Select Location
  Required
- Calendar ID
  Required
- Contact ID
  Required
- Start Time
  Required
- End Time
- Title
- Appointment Status
- Assigned User ID
- Address
- Ignore Date Range
- To Notify?
Action
Write
- Business Name
  Required
- Phone
  Required
- Address
  Required
- City
  Required
- State
  Required
- Country
  Required
- Postal Code
  Required
- Website
- Timezone
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Allow Duplicate Contact
- Allow Duplicate Opportunity
- Allow Facebook Name Merge
- Disable Contact Timezone
- Facebook Url
- Google Plus URL
- LinkedIn
- Foursquare URL
- Twitter
- Yelp
- Instagram
- Youtube
- Pinterest
- Blog Rss URL
- Google Place Id
- Twilio sid
- Twilio AuthToken
- Mailgun API Key
- Mailgun Domain
- Snapshot id
- Custom Values
Action
Write
- Select Location
  Required
- Contact ID
  Required
Action
Write
- Select Locations
  Required
Action
Write
- Select Existing Location
  Required
- Stripe Account ID
  Required
- Name
  Required
- Email
  Required
- Stripe Customer ID
  Required
Action
Write
- Select Existing Location
  Required
- Business Name
- Phone
- Address
- City
- State
- Country
- Postal Code
- Website
- Timezone
- First Name
- Last Name
- Email
- Allow Duplicate Contact
- Allow Duplicate Opportunity
- Allow Facebook Name Merge
- Disable Contact Timezone
- Facebook Url
- Google Plus URL
- LinkedIn
- Foursquare URL
- Twitter
- Yelp
- Instagram
- Youtube
- Pinterest
- Blog Rss URL
- Google Place Id
- Twilio sid
- Twilio AuthToken
- Mailgun API Key
- Mailgun Domain
- Snapshot id
- Snapshot override
- Custom Values
Action
Write
- Select User
  Required
- First Name
- Last Name
- Email Address [ NOT OPERATIONAL ]
- Password
- Phone
- User Type
- User Role
- Select Locations
- Campaigns Enabled?
- Campaigns Read Only?
- Contacts Enabled?
- Workflows Enabled?
- Workflows ReadOnly?
- Triggers Enabled?
- Funnels Enabled?
- Websites Enabled?
- Opportunities Enabled?
- Dashboard Stats Enabled?
- Bulk Requests Enabled?
- Appointments Enabled?
- Reviews Enabled?
- Online Listings Enabled?
- Call Reporting?
- Assigned Data Only?
- Adwords Reporting Enabled?
- Membership Enabled?
- Conversations Enabled?
- Facebook Ads Reporting Enabled?
- Attributions Reporting Enabled?
- Settings Enabled?
- Tags Enabled?
- Lead Value Enabled?
- Marketing Enabled?
- Agent Reporting Enabled?
- Bot Service?
- Social Planner?
- Blogging Enabled?
- Invoice Enabled?
- Affiliate Manager Enabled?
- Content AI Enabled?
- Refunds Enabled?
- Record Payment Enabled?
- Cancel Subscription Enabled?
- Payments Enabled?
- Profile Photo URL
Action
Write
- Select Location
  Required
- Calendar ID
  Required
Action
Search
- Select Location
  Required
- Start Time
  Required
- End Time
  Required
- Calendar ID
- Group ID
- User ID
Action
Search
- Select Existing Location
  Required
- Custom Value Name
  Required
Action
Search
- Customer ID
- Subscription ID
Action
Search

About HL Pro Tools

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

HelpHelp

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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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Related Zap Templates

Create new HL Pro Tools contacts for new Square orders

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Create new HL Pro Tools contacts for new Square orders