Insurance Website Builder + Square

Generate Square customers from new leads in Insurance Website Builder

Automatically create a customer in Square whenever someone fills out a form on your Insurance Website Builder website. This Zapier integration saves you from spending time and effort on manual contact creation.

When this happens...
New Lead
Triggers when a form is filled on you insurance website builder website.
TriggerInstant
automatically do this!
Create Customer
Triggers when a new customer is created.
ActionWrite

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Supported triggers and actions

What does this mean?

New Lead
Triggers when a form is filled on you insurance website builder website.
Trigger
Instant
Try It
- Item Type
Trigger
Scheduled
Try It
- LocationRequired
Trigger
Scheduled
Try It
- Location
Trigger
Scheduled
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

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- LocationRequired
- Order Status
Trigger
Scheduled
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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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

About Insurance Website Builder

ITC’s Insurance Website Builder builds websites for insurance agencies in the United States. Our insurance website experts know insurance website design so you get a strong online presence.

Help

Related categories

Website Builders

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 Help

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PRODUCTS

CAPABILITIES

By team

Insurance Website Builder + Square

Generate Square customers from new leads in Insurance Website Builder

New Lead

New Catalog Item

Item Type

New Invoice

New Payment

Location

Create Appointment

LocationRequired

Team Member IDRequired

Customer IDRequired

Date and Time of AppointmentRequired

Appointment Service IDRequired

Note

Create Customer

First Name

Last Name

Email Address

Phone Number

Country

Street Address

Apt./Suite

City

State

ZIP

Other

Company

Nickname

Reference Id

Create Paid Order

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

Remove Customer From Group

Customer IDRequired

GroupRequired

Update Customer

Customer IDRequired

First Name

Last Name

Email Address

Phone Number

Country

Street Address

Apt./Suite

City