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OpenPhone + Square

Create new Square customers from incoming OpenPhone messages

Whenever you receive a new message in OpenPhone, this workflow will instantly add a new customer to your Square app. This efficient process ensures you never miss out on adding valuable customer information to your Square database. Streamline your customer communication and management with this OpenPhone-Square integration.

Whenever you receive a new message in OpenPhone, this workflow will instantly add a new customer to your Square app. This efficient process ensures you never miss out on adding valuable customer information to your Square database. Streamline your customer communication and management with this OpenPhone-Square integration.

  1. When this happens...
    OpenPhoneOpenPhone
    Incoming Message Received

    Triggers when you receive a message.

    TriggerInstant
  2. automatically do this!
    SquareSquare
    Create Customer

    Triggers when a new customer is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • FromRequired

    • ToRequired

    • MessageRequired

    • Mark conversation as done

    Action
    Write
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • ID

    • First Name

    • Last Name

    • Company

    • Job Title

    • Phone Numbers

    • Email Addresses

    • Share With

    Action
    Write
openphone logo
openphone logo

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more

Related categories

  • Phone & SMS
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.

Related categories

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