Planning Pod + Square

Create new Square customers from new Planning Pod proposal signatures

Simplify your customer onboarding process with this efficient workflow. When a new proposal gets signed in Planning Pod, it will instantly create a new customer in Square. This seamless integration saves time by reducing manual data entry and allows you to focus more on the customer relationship management, thereby enhancing your productivity and efficiency.

When this happens...
New Proposal Signature
Triggers when a proposal has been signed.
TriggerScheduled
automatically do this!
Create Customer
Triggers when a new customer is created.
ActionWrite

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Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created in the calendar.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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New Deposit
Triggers when a new deposit is created.
Trigger
Scheduled
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New Invoice Payment
Triggers when a new payment is created for an invoice.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Proposal
Triggers when a new proposal has been created.
Trigger
Scheduled
Try It
New To-Do
Triggers when a new to-do is created in an event.
Trigger
Scheduled
Try It

- Event Name (Tentative)Required
- First NameRequired
- Last NameRequired
- EmailRequired
- Event Start Date (Tentative)Required
- Event End Date (Tentative)
- Event Budget (Tentative)
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
Write
- 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
- 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
- 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

New Attendee
Triggers when a new attendee is created in an event.
Trigger
Scheduled
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New Contract Signature
Triggers when a contract has been signed.
Trigger
Scheduled
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New Form Response
Triggers when a new form response is captured.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Ticket Payment
Triggers when a new ticket payment is created.
Trigger
Scheduled
Try It
New Proposal Signature
Triggers when a proposal has been signed.
Trigger
Scheduled
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
Action
Write
New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- LocationRequired
- Order Status
Trigger
Scheduled
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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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 Planning Pod

Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.

Related categories

Event Management

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 Help

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PRODUCTS

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By team

Planning Pod + Square

Create new Square customers from new Planning Pod proposal signatures

New Appointment

New Contact

New Deposit

New Invoice Payment

New Lead

New Proposal

New To-Do

Create Lead

First NameRequired

Last NameRequired

EmailRequired

Event Start Date (Tentative)Required

Event End Date (Tentative)

Event Budget (Tentative)

Prefix

Suffix

Title

Company

Phone

Street

Apt/Suite

City

State

Zipcode

Country

New Catalog Item

Item Type

New Invoice

LocationRequired

New Payment

Location

Create Appointment

LocationRequired

Team Member IDRequired

Customer IDRequired

Date and Time of AppointmentRequired

Appointment Service IDRequired

Note

Create Customer

First Name

Last Name

Email Address

Phone Number

Country

Street Address

Apt./Suite

City

State

ZIP

Other

Company

Nickname

Reference Id

Create Paid Order

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