HL Pro Tools + Square

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 Customer
Triggers when a new customer is created.
TriggerPolling
automatically do this!
Create Contact
Create a New Contact for selected location with given details
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
- 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
- Select LocationRequired
- Campaign IDRequired
- Contact IDRequired
Action
Write
- Select LocationRequired
- 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 AddressRequired
- Backup Email Address
- Password
- Phone
- User TypeRequired
- User RoleRequired
- Select LocationsRequired
- 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 LocationRequired
- Event IDRequired
Action
Write
- Select LocationRequired
- Event IDRequired
- Calendar ID
- Start Time
- End Time
- Title
- Appointment Status
- Address
- Ignore Date Range
- To Notify?
Action
Write
- Select LocationRequired
- Contact IDRequired
- 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 LocationRequired
- Customer IDRequired
- Subscription IDRequired
Action
Write
- Select LocationRequired
- Contact ID
- Contact Email
- Workflow NameRequired
Action
Write
- Select LocationRequired
- Group ID
- Show Drafted?
Action
Search
- Select LocationRequired
- 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
- 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
- CustomerRequired
- AttributeRequired
- ValueRequired
- Idempotency Key
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
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 LocationRequired
- Calendar IDRequired
- Contact IDRequired
- Start TimeRequired
- End Time
- Title
- Appointment Status
- Assigned User ID
- Address
- Ignore Date Range
- To Notify?
Action
Write
- Business NameRequired
- PhoneRequired
- AddressRequired
- CityRequired
- StateRequired
- CountryRequired
- Postal CodeRequired
- Website
- Timezone
- First NameRequired
- Last NameRequired
- EmailRequired
- 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 LocationRequired
- Contact IDRequired
Action
Write
- Select LocationsRequired
Action
Write
- Select Existing LocationRequired
- Stripe Account IDRequired
- NameRequired
- EmailRequired
- Stripe Customer IDRequired
Action
Write
- Select Existing LocationRequired
- 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 UserRequired
- 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 LocationRequired
- Calendar IDRequired
Action
Search
- Select LocationRequired
- Start TimeRequired
- End TimeRequired
- Calendar ID
- Group ID
- User ID
Action
Search
- Select Existing LocationRequired
- Custom Value NameRequired
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.

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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.

Learn more

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Related Zap Templates

Create new HL Pro Tools contacts for new Square orders

Related Zap Templates

Create new HL Pro Tools contacts for new Square orders

HL Pro Tools + Square

Create new HL Pro Tools contacts from new Square customers

New Appointment

New Customer

New Order

Add Customer to Group

Change Inventory

Create Invoice

Refund Payment

Send Invoice

Update Customer

Find Order by ID

Find Customer by ID

Find Order

Find Order

Add Contact to Campaign

Create Contact

Create User

Delete Event

Edit Appointment

Update Contact

Update Saas Subscription

Add Contact to Workflow

Lookup Calendars

Lookup Contact

Lookup Location

Lookup User

New Catalog Item

New Invoice

New Payment

Create Appointment

Create Customer

Create Paid Order

Remove Customer From Group

Set Customer Custom Attribute

API Request (Beta)

Find Customer

Find Service

Find Customer

Use Zapier Catch Webhook

Create Appointment

Create Location

Delete Contact

Disable SaaS for Locations

Enable SaaS for Location

Update Location

Update User

Get Calendar Details

Lookup Calendar Events

Lookup Custom Value

Lookup Saas Locations

About HL Pro Tools

Related categories

Similar apps

Zapier Forms

About Square

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PayPal

Shopify

Epos Now

Related Zap Templates

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