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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 GeneratedTriggers 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.
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Create CustomerTriggers when a new customer is created.
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More things you can do with REV23 and Square

Discover other triggers and actions you can use with REV23 and Square

Booking Approved
Triggers when a booking becomes a confirmed appointment, whether approved by staff, auto-approved, or confirmed by a paid deposit.
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Instant
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New Booking
Triggers when a new booking is created in REV23, whether requested online by a customer or added by staff.
Trigger
Instant
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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 is submitted in REV23, whether sent by a customer through the public form or added by staff.
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
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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
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- Search
  Required
Action
Search
- Item Type
Trigger
Polling
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- Location
  Required
Trigger
Polling
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- Location
Trigger
Polling
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- 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

Booking Cancelled
Triggers when a booking is cancelled, whether by the studio or by the customer.
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Instant
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Sale Completed
Triggers when a checkout is completed in REV23 and the sale is finalized.
Trigger
Instant
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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.
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Instant
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Payment Captured
Triggers when a payment is captured in REV23, including deposit payments and payments on a sale.
Trigger
Instant
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Service Completed
Triggers when a service is completed in REV23, meaning the work on the customer's tattoo, piercing, or other service is finished.
Trigger
Instant
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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
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- First Name
  Required
- Last Name
- Preferred Name
- Middle Name
- Nickname
- Gender
- Pronoun
- Email
- Phone Number
- Birthdate
- Street
- City
- State/Province
- Postal Code
- Country
- ID Number
- ID Issuer
- ID Expiration Date
- Occupation
- Email Opt-In
- SMS Opt-In
- Note
Action
Write
New Appointment
Triggers when a new appointment is created.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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- Location
  Required
- Order Status
Trigger
Polling
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- 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

About REV23

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

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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.

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