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Intercom + Square

Create users in Intercom from new customers in Square

Create a seamless link between your customer engagement and communication platforms with this automation. When you have a new customer on Square, this workflow instantaneously sets up a new user in your Intercom app, enhancing customer management and making communication more efficient. No longer do you need to manually enter customer details - have it all set up for you, as soon as the new customer arrives. Bolster your customer service efforts by streamlining your process with this powerful connection.

Create a seamless link between your customer engagement and communication platforms with this automation. When you have a new customer on Square, this workflow instantaneously sets up a new user in your Intercom app, enhancing customer management and making communication more efficient. No longer do you need to manually enter customer details - have it all set up for you, as soon as the new customer arrives. Bolster your customer service efforts by streamlining your process with this powerful connection.

  1. When this happens...
    SquareSquare
    New Customer

    Triggers when a new customer is created.

    TriggerScheduled
  2. automatically do this!
    IntercomIntercom
    Create User

    Creates a new user in your Intercom app.

    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
intercom logo
intercom logo

About Intercom

Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.
Learn moreHelp

Related categories

  • Customer Support

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square logo
square logo

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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