REV23 + Square

Generate Square customers from new REV23 release forms

Keep your client management streamlined and efficient with this workflow. Whenever a release form is created in REV23, it instantly initiates the process for a new customer profile creation in Square. This process not only saves substantial time by bypassing manual data entry but also guarantees an aligned customer list across both systems for straightforward organization.

When this happens...
Release Form Generated
Triggers when a release form PDF has been generated. This fires after the customer signs and the PDF is built, providing the signed form URL and full session details including customer, artist, and studio information.
TriggerInstant
automatically do this!
Create Customer
Triggers when a new customer is created.
ActionWrite

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Supported triggers and actions

New Customer
Triggers when a new customer is created in REV23, whether added by staff through the app or self-registered via the kiosk.
Trigger
Instant
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New Idea
Triggers when a new idea (lead) is created in REV23, whether submitted by a customer through the public form or added by staff.
Trigger
Instant
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Session Ended
Triggers when a service session ends. Use this to kick off post-session workflows like cleaning, inventory updates, or follow-up messages.
Trigger
Instant
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New User
Triggers when a new staff member (artist, piercer, front desk, etc.) is created in REV23.
Trigger
Instant
Try It
- 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
- CustomerRequired
- AttributeRequired
- ValueRequired
- Idempotency Key
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

Customer Updated
Triggers when a customer is updated in REV23. Use this to keep external systems like email marketing lists in sync with customer data, including opt-in preferences.
Trigger
Instant
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Release Form Generated
Triggers when a release form PDF has been generated. This fires after the customer signs and the PDF is built, providing the signed form URL and full session details including customer, artist, and studio information.
Trigger
Instant
Try It
Session Started
Triggers when a service session is started. Includes session details such as the customer, artist, studio, service type, placement, and price.
Trigger
Instant
Try It
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
- 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 REV23

REV23 (Cloud) is a tattoo and body piercing client, session and release form management app.

Related categories

Signatures

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

REV23 + Square

Generate Square customers from new REV23 release forms

New Customer

New Idea

Session Ended

New User

New Catalog Item

New Invoice

New Payment

Create Appointment

Create Customer

Create Paid Order

Remove Customer From Group

Set Customer Custom Attribute

API Request (Beta)

Find Customer

Find Service

Find Customer

Customer Updated

Release Form Generated

Session Started

New Appointment

New Customer

New Order

Add Customer to Group

Change Inventory

Create Invoice

Refund Payment

Send Invoice

Update Customer

Find Order by ID

Find Customer by ID

Find Order

Find Order

About REV23

Related categories

About Square

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