Square + ClickUp Integrations

How to connect 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
New Catalog Item
Triggers when a new catalog item is created.
Trigger
Scheduled
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
New Invoice
Triggers when a new invoice is added.
Trigger
Scheduled
New Order
Triggers when a new order is processed.
Trigger
Scheduled
Add Customer to Group
Adds a customer to a group.
Action
Write
Create Appointment
Creates a new appointment.
Action
Write
Create Customer
Creates a customer.
Action
Write
Square
Creates a new draft invoice for an order.
Scheduled
Action
Square
Creates an order.
Scheduled
Action
Square
Removes a customer from a group.
Scheduled
Action
Square
Sends an existing draft invoice.
Scheduled
Action
Square
Updates a customer.
Scheduled
Action
Square
Finds a customer based on email, phone number, or reference ID.
Scheduled
Action
Square
Finds a service.
Scheduled
Action
Square
Finds an order based on customer, fulfillment status, or order state.
Scheduled
Action
Square
Find a customer. Optionally, create one if none are found.
Scheduled
Action
Square
Find an order. Optionally, create one if none are found.
Scheduled
Action
ClickUp
Triggers when new folders are created.
Instant
Trigger
ClickUp
Triggers when new lists are created.
Instant
Trigger
ClickUp
Triggers when tasks are added.
Instant
Trigger
ClickUp
Triggers when a task changes.
Instant
Trigger
ClickUp
Add a checklist to a task
Scheduled
Action
ClickUp
Creates a new folder
Scheduled
Action
ClickUp
Creates a new list
Scheduled
Action
ClickUp
Post a comment to a task
Scheduled
Action
ClickUp
Add time tracked to a task
Scheduled
Action
ClickUp
Post an attachment to a task.
Scheduled
Action
ClickUp
Creates a new subtask
Scheduled
Action
ClickUp
Creates a new task.
Scheduled
Action

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

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