ServiceM8 + Square

Create new Square customers from ServiceM8 clients

Effortlessly keep your customer records updated with this workflow that connects ServiceM8 and Square. When a new client is added in ServiceM8, a customer will be created in Square, eliminating redundant manual data entry and ensuring consistent records across both platforms. Streamline your client management process and save valuable time with this seamless automation.

Effortlessly keep your customer records updated with this workflow that connects ServiceM8 and Square. When a new client is added in ServiceM8, a customer will be created in Square, eliminating redundant manual data entry and ensuring consistent records across both platforms. Streamline your client management process and save valuable time with this seamless automation.

  1. When this happens...
    ServiceM8ServiceM8
    New Client

    Triggers when a new Client is created.

    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?
    • Job Category

    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search

    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Job Category

    Trigger
    Instant
    Try It
    • Customer Name

    • Job StatusRequired

    • Job Address

    • Billing Address

    • Job Description

    • Purchase Order Number

    • Work Completed

    • Job Contact First Name

    • Job Contact Last Name

    • Job Contact Phone

    • Job Contact Mobile

    • Job Contact E-Mail Address

    • Billing Contact First Name

    • Billing Contact Last Name

    • Billing Contact Phone

    • Billing Contact Mobile

    • Billing Contact E-Mail

    Action
    Write
    • QueueRequired

    • Job Category

    Trigger
    Instant
    Try It
    • Completed By

    • Form TypeRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Address

    • Billing Address

    • Fax Number

    • Website

    • First Name

    • Last Name

    • Phone Number

    • Mobile Number

    • E-Mail Address

    Action
    Write
  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
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)

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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

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