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Method CRM + Square

Method CRM + Square integrations

Generate Square customers from new Method CRM contacts

Easily manage your customer relations and payments using this workflow. Whenever a new contact is added in Method CRM, it instantly creates a corresponding customer in Square. This simplifies your data management process, ensuring you always have the most updated customer information in both platforms, streamlining your sales and payment procedures.

When this happens...
New ContactTriggers when a new contact is added.
TriggerPolling
automatically do this!
Create CustomerTriggers when a new customer is created.
ActionWrite

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More things you can do with Method CRM and Square

Discover other triggers and actions you can use with Method CRM and Square

New Activity
Triggers when a new activity is added.
Trigger
Polling
Try It
New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Polling
Try It
- Start Date
  Required
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- Status
  Required
- Type
  Required
- Assigned To
  Required
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Write

- Table Name
  Required
- Fields
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Search or write
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
- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write
- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write
- Help_text
- Location
  Required
Action
Write
- Customer ID
  Required
- 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
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- 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 Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Write
- Contact RecordID
  Required
- Opportunity Name
  Required
- Assigned To
  Required
- Close Date
  Required
- Description
- Opportunity Stage
  Required
- Opportunity Type
- Amount
- Custom Fields
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Search or write
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is CustomerVendor Lead?
- Custom Fields
Action
Search or write
- Item Type
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- 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
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- 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 ID
  Required
- Group
  Required
Action
Write
- Customer
  Required
- Attribute
  Required
- Value
  Required
- Idempotency Key
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.

Learn moreLearn moreHelpHelp

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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.

HelpHelp

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