Organize new Square customers by moving cards to a list in Trello
Effortlessly manage your growing clientele with this seamless workflow that connects Square and Trello. When a new customer is added in Square, this automation creates a card for them in the specified list on your Trello board. Save time and have all the necessary information organized in one place for easy tracking and management of your clients.
Effortlessly manage your growing clientele with this seamless workflow that connects Square and Trello. When a new customer is added in Square, this automation creates a card for them in the specified list on your Trello board. Save time and have all the necessary information organized in one place for easy tracking and management of your clients.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Move Card to List
Moves a specific card to a list on a specific board.
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