Mobile Tech RX + Square

Create new Square customers when Mobile Tech RX clients are added

Easily streamline your customer management process with this ready-made workflow. When a new client is added in Mobile Tech RX, this integration will immediately create a corresponding customer profile in your Square app. It's a simple and efficient way to keep both your apps updated, saving you time on manual data entry and enabling you to focus more on growing your business.

When this happens...
Client Created
Triggers when a client is first created.
TriggerInstant
automatically do this!
Create Customer
Triggers when a new customer is created.
ActionWrite

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Supported triggers and actions

Client Created
Triggers when a client is first created.
Trigger
Instant
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Client Created/Updated
Triggers when major changes occur to a client, including creation.
Trigger
Instant
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Estimate Created
Triggers when you assign a client to the document for the first time. Triggers only once per document.
Trigger
Instant
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Estimate Re-Opened
Triggers when an estimate is re-opened. This would only happen after the estimate has been closed.
Trigger
Instant
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All Estimate Events
Triggers when anything changes on an estimate, including creation.
Trigger
Instant
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Vehicle Approved on Estimate
Triggers when a vehicle is approved on an estimate.
Trigger
Instant
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Vehicle Removed From Estimate
Triggers when a vehicle is removed from an estimate.
Trigger
Instant
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Invoice Created
Triggers when an invoice is generated from a workorder or manually. Triggers only once per document number.
Trigger
Instant
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Invoice Re-Opened
Triggers when an invoice is re-opened. This would only happen if the invoice was closed.
Trigger
Instant
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Invoice Total Changed
Triggers when an invoice total changed.
Trigger
Instant
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Vehicle Added to Invoice
Triggers when an invoice has a vehicle added.
Trigger
Instant
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Workorder Assigned
Triggers when a technician or work assignment is changed on the workorder.
Trigger
Instant
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Workorder Created
Triggers when a workorder is generated off an estimate or created manually. Triggers only once per document number.
Trigger
Instant
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Workorder Total Changed
Triggers when an workorder total changed.
Trigger
Instant
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- Search by ID
- Search by Email
- Search by Phone
- Client Information
- Client Name
- First Name
- Last Name
- Email
- Phone
- Category
- Tax Rate
- Street Address
- City
- State
- ZIP Code
- Country
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
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
- LocationRequired
- Order Status
Trigger
Polling
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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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

Client Deleted
Triggers when a client is deleted.
Trigger
Instant
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Estimate Closed
Triggers when an estimate is closed.
Trigger
Instant
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Estimate Deleted
Triggers when an estimate is deleted.
Trigger
Instant
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Estimate Total Changed
Triggers when an estimate total changed.
Trigger
Instant
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Vehicle Added to Estimate
Triggers when a vehicle is added to an estimate.
Trigger
Instant
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Vehicle Rejected on Estimate
Triggers when a vehicle is rejected on an estimate.
Trigger
Instant
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Invoice Closed
Triggers when an invoice is closed.
Trigger
Instant
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Invoice Deleted
Triggers when an invoice is deleted.
Trigger
Instant
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Invoice Paid
Triggers when an invoice payment status changes.
Trigger
Instant
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All Invoice Events
Triggers when anything changes on an invoice, including creation.
Trigger
Instant
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Vehicle Removed From Invoice
Triggers when an invoice has a vehicle removed.
Trigger
Instant
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Workorder Closed
Triggers when a workorder is closed.
Trigger
Instant
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Workorder Deleted
Triggers when a workorder is deleted.
Trigger
Instant
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All Workorder Events
Triggers when anything changes on a workorder, including creation.
Trigger
Instant
Try It
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- Item Type
Trigger
Polling
Try It
- LocationRequired
Trigger
Polling
Try It
- Location
Trigger
Polling
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

About Mobile Tech RX

Mobile Tech RX is an estimating and invoicing business management software for Auto Reconditioning businesses.

Related categories

Sales & CRM

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

Mobile Tech RX + Square

Create new Square customers when Mobile Tech RX clients are added

Client Created

Client Created/Updated

Estimate Created

Estimate Re-Opened

All Estimate Events

Vehicle Approved on Estimate

Vehicle Removed From Estimate

Invoice Created

Invoice Re-Opened

Invoice Total Changed

Vehicle Added to Invoice

Workorder Assigned

Workorder Created

Workorder Total Changed

Create or Update Client

Find Estimate

Find User

New Appointment

New Customer

New Order

Add Customer to Group

Change Inventory

Create Invoice

Refund Payment

Send Invoice

API Request (Beta)

Find Customer

Find Service

Find Customer

Client Deleted

Estimate Closed

Estimate Deleted

Estimate Total Changed

Vehicle Added to Estimate

Vehicle Rejected on Estimate

Invoice Closed

Invoice Deleted

Invoice Paid

All Invoice Events

Vehicle Removed From Invoice

Workorder Closed

Workorder Deleted

All Workorder Events

Find Client

Find Invoice

Find Workorder

New Catalog Item

New Invoice

New Payment

Create Appointment

Create Customer

Create Paid Order

Remove Customer From Group

Update Customer

Find Order by ID

Find Customer by ID

Find Order

Find Order

About Mobile Tech RX

Related categories

About Square

Related categories

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