Jobber + Square

Create clients in Jobber from new orders in Square

Make your client management process more streamlined with this workflow. When a new order comes in from your Square app, it prompts the creation of a client in your Jobber app. This automation saves you time on data entry and ensures your client details are always up-to-date for quick and efficient job management.

Make your client management process more streamlined with this workflow. When a new order comes in from your Square app, it prompts the creation of a client in your Jobber app. This automation saves you time on data entry and ensures your client details are always up-to-date for quick and efficient job management.

  1. When this happens...
    SquareSquare
    New Order

    Triggers when a new order is processed.

    TriggerScheduled
  2. automatically do this!
    JobberJobber
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
jobber logo
jobber logo

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Related categories

  • Scheduling & Booking
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.
Learn moreHelp

Related categories

  • eCommerce
  • Payment Processing

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