Square + ServiceM8 Integrations
How to connect Square + ServiceM8
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New Catalog ItemTriggers when a new catalog item is created.Trigger- New CustomerTriggers when a new customer is created.Trigger
- New InvoiceTriggers when a new invoice is added.Trigger
- New OrderTriggers when a new order is processed.Trigger
- Add Customer to GroupAdds a customer to a group.Action
- Create CustomerCreates a customer.Action
- Create InvoiceCreates a new draft invoice for an order.Action
- Create OrderCreates an order.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 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
- Step 1: Authenticate Square and ServiceM8.30 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.
Square Tutorials
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