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LeadConnector + Square

Create new tasks in LeadConnector from new invoices in Square

Manage your business workflow seamlessly with this automation. When a new invoice is created in Square, it immediately creates a task in the LeadConnector. This helps you stay on top of your invoicing process and ensures that all necessary follow-ups are captured in LeadConnector, streamlining your financial management process.

Manage your business workflow seamlessly with this automation. When a new invoice is created in Square, it immediately creates a task in the LeadConnector. This helps you stay on top of your invoicing process and ensures that all necessary follow-ups are captured in LeadConnector, streamlining your financial management process.

  1. When this happens...
    SquareSquare
    New Invoice

    Triggers when a new invoice is added.

    TriggerScheduled
  2. automatically do this!
    LeadConnectorLeadConnector
    Add Task

    Adds a task to the account.

    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
leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreHelp

Related categories

  • Marketing Automation

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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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