SimplyBook.me + Square

SimplyBook.me + Square integrations

Create new Square customers from new SimplyBook.me clients

Simplify your client management process with this seamless SimplyBook.me and Square workflow. When a new client records are added in SimplyBook.me, it instantly creates a new customer in your Square app. This automated functionality saves you from manually transferring data, making your booking and payment setup much smoother and efficient. Start focusing on customer satisfaction rather than data entry tasks.

When this happens...
New ClientTriggers when new client created.
TriggerInstant
automatically do this!
Create CustomerTriggers when a new customer is created.
ActionWrite

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More things you can do with SimplyBook.me and Square

Discover other triggers and actions you can use with SimplyBook.me and Square

Cancelled Booking
Triggers when a booking is canceled.
Trigger
Instant
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New Booking
Triggers when a new booking is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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- Booking ID
  Required
Action
Write
- Client name
  Required
- Email
  Required
- Phone
  Required
Action
Write

- Client Id
  Required
Action
Search
- Item Type
Trigger
Polling
Try It

- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- 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

Updated Booking Details
Triggers when the following booking details are updated: date, time, service, or provider.
Trigger
Instant
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New Client
Triggers when new client created.
Trigger
Instant
Try It
New Offer
Triggers when a new offer is created.
Trigger
Instant
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- Provider ID
  Required
- Service ID
  Required
- Location ID
- Category ID
- Client ID
  Required
- Count
  Required
- Start datetime
  Required
Action
Write
- Booking ID
  Required
Action
Search
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
- Location
  Required
- Order Status
Trigger
Polling
Try It
- 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 SimplyBook.me

SimplyBook.me is online appointment and scheduling software, that allows to accept bookings 24/7 and offers variety of flexible features.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

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 moreLearn moreHelpHelp

Related categories

eCommerce

Payment Processing

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Related Zap Templates

Create new Square customers from new SimplyBook.me bookings

Related Zap Templates

Create new Square customers from new SimplyBook.me bookings