ServiceM8 + Square

Create new ServiceM8 clients from new Square customers

Effortlessly manage your customer data by connecting Square and ServiceM8 with this seamless workflow. When a new customer is added in Square, the integration will create a client in ServiceM8, helping you keep your records updated and ensuring smooth communication between the apps. Save time while maintaining accurate customer information across systems for efficient business operations.

Effortlessly manage your customer data by connecting Square and ServiceM8 with this seamless workflow. When a new customer is added in Square, the integration will create a client in ServiceM8, helping you keep your records updated and ensuring smooth communication between the apps. Save time while maintaining accurate customer information across systems for efficient business operations.

  1. When this happens...
    SquareSquare
    New Customer

    Triggers when a new customer is created.

    TriggerScheduled
  2. automatically do this!
    ServiceM8ServiceM8
    Create Client

    Creates a new client.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
  • Square triggers, actions, and search

    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
    • 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
servicem8 logo
servicem8 logo

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

iFormBuilder integrationsiFormBuilder integrations

iFormBuilder

Forms & Surveys
TrackVia integrationsTrackVia integrations

TrackVia

Databases
Device Magic integrationsDevice Magic integrations

Device Magic

Forms & Surveys
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.
Learn moreHelp

Related categories

  • eCommerce
  • Payment Processing

Similar apps

PayPal integrationsPayPal integrations

PayPal

Payment Processing
Shopify integrationsShopify integrations

Shopify

eCommerce
Epos Now integrationsEpos Now integrations

Epos Now

Payment Processing