Square + ClickUp Integrations

How to connect Square + ClickUp

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Create Square customers from updated ClickUp tasks

Details

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Create ClickUp tasks for new Square orders to streamline order management

Details

Try it

Create ClickUp tasks for new Square customers

Details

Try it

Create new Square customers from ClickUp lists and add to groups

Details

Try it

Create new Square customer groups from ClickUp folders

Details

Try it

Create tasks in ClickUp for new Square payments

Details

Try it

Create Square customers from updated ClickUp tasks

Details

Try it

Create ClickUp tasks for new Square orders to streamline order management

Details

Try it

Create ClickUp tasks for new Square customers

Details

Try it

Create new Square customers from ClickUp lists and add to groups

Details

Try it

Create new Square customer groups from ClickUp folders

Details

Try it

Create tasks in ClickUp for new Square payments

Details

Try it

Create tasks in ClickUp for new orders in Square
Details
Try it
Square + ClickUp
Create ClickUp task comments for new Square appointments
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Square + ClickUp
Create tasks in ClickUp for new Square customers
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Try it
Square + ClickUp

Create tasks in ClickUp for new orders in Square

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Square + ClickUp

Create ClickUp task comments for new Square appointments

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Square + ClickUp

Create tasks in ClickUp for new Square customers

Details

Try it

Square + ClickUp

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Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
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
- 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
- Welcome
Action
Write
- Field Help
- Email Address
- Phone Number
- Reference 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
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
Action
Write
- Welcome
Action
Write
Find Task by Custom Fields
Find an existing task by searching custom fields.
Action
Search
- WorkspaceRequired
- FieldRequired
- ValueRequired
Action
Search

- 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
- 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
- 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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- 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
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- WorkspaceRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Task IDRequired
- Use Custom ID?
- Include Subtasks?
Action
Search

How Square + ClickUp Integrations Work

Step 1: Authenticate Square and ClickUp.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Square + ClickUp

Square Tutorials

ClickUp Tutorials

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 Help

Related categories

Similar apps

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About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Help

Related categories

Project Management

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Square + ClickUp Integrations

How to connect Square + ClickUp

Create Square customers from updated ClickUp tasks

Create ClickUp tasks for new Square orders to streamline order management

Create ClickUp tasks for new Square customers

Create new Square customers from ClickUp lists and add to groups

Create new Square customer groups from ClickUp folders

Create tasks in ClickUp for new Square payments

Create Square customers from updated ClickUp tasks

Create ClickUp tasks for new Square orders to streamline order management

Create ClickUp tasks for new Square customers

Create new Square customers from ClickUp lists and add to groups

Create new Square customer groups from ClickUp folders

Create tasks in ClickUp for new Square payments

Create tasks in ClickUp for new orders in Square

Create ClickUp task comments for new Square appointments

Create tasks in ClickUp for new Square customers

Create tasks in ClickUp for new orders in Square

Create ClickUp task comments for new Square appointments

Create tasks in ClickUp for new Square customers

Connect your apps and automate workflows

New Appointment

New Customer

New Order

LocationRequired

Order Status

Add Customer to Group

Customer IDRequired

GroupRequired

Change Inventory

Inventory Change TypeRequired

LocationRequired

Catalog ObjectRequired

QuantityRequired

Ignore unchanged counts

Create Invoice

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

Refund Payment

PaymentRequired

Refund amount

Reason

Team member

Send Invoice

Help Text

LocationRequired

App Extensions (Beta)

Welcome

Find Customer

Field Help

Email Address

Phone Number

Reference ID

Find Order

LocationRequired

Field Help

Customer

Fulfillment State

Status

Find Order

LocationRequired

Field Help

Customer

Fulfillment State

Status

Customer ID

External Identifier

Source

Ticket Name

Quantity