Square

eCommerce, Payment Processing

Automatically add new Square customers to corresponding customer groups within Square

Efficiently manage your Square customer groups by automatically adding new customers to a designated group. With this workflow, whenever you gain a new customer in Square, they'll be added to a specific customer group of your choice. Save time and stay organized by keeping your customer database updated and sorted with this seamless automation.

Efficiently manage your Square customer groups by automatically adding new customers to a designated group. With this workflow, whenever you gain a new customer in Square, they'll be added to a specific customer group of your choice. Save time and stay organized by keeping your customer database updated and sorted with this seamless automation.

  1. When this happens...
    SquareSquare
    New Customer

    Triggers when a new customer is created.

    TriggerPolling
  2. automatically do this!
    SquareSquare
    Add Customer to Group

    Adds a customer to a group.

    ActionWrite
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Supported triggers and actions

    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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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.
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Related categories

  • eCommerce
  • Payment Processing

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