• Square logoSquare logo
  • ServiceM8 logoServiceM8 logo

Square + ServiceM8 Integrations

How to connect Square + ServiceM8

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  • Square triggers, actions, and search
    New Catalog Item
    Triggers when a new catalog item is created.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Customer
    Triggers when a new customer is created.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Invoice
    Triggers when a new invoice is added.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    New Order
    Triggers when a new order is processed.
    Trigger
    Scheduled
  • Square triggers, actions, and search
    Add Customer to Group
    Adds a customer to a group.
    Action
    Write
  • Square triggers, actions, and search
    Create Customer
    Creates a customer.
    Action
    Write
  • Square triggers, actions, and search
    Create Invoice
    Creates a new draft invoice for an order.
    Action
    Write
  • Square triggers, actions, and search
    Create Order
    Creates an order.
    Action
    Write
  • 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 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

  • ServiceM8

    Triggers when a Job's status changes to Completed.

    Instant

    Trigger

  • ServiceM8

    Triggers when a Job is assigned to a Queue.

    Instant

    Trigger

  • ServiceM8

    Triggers when a new Client is created.

    Instant

    Trigger

  • ServiceM8

    Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.

    Instant

    Trigger

  • ServiceM8

    Triggers when a new job is created.

    Instant

    Trigger

  • ServiceM8

    Creates a new client.

    Scheduled

    Action

  • ServiceM8

    Creates a new job.

    Scheduled

    Action

How Square + ServiceM8 Integrations Work

  1. Step 1: Authenticate Square and ServiceM8.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Square Tutorials

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 more

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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 more

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