Square + Trello

Update Trello cards with new Square appointments

Effortlessly keep your team in the loop with this handy workflow. Whenever a new appointment is scheduled in Square, it will update a Trello card with the appointment information, ensuring your project management is always up to date. This seamless automation saves time and improves communication within your team.

Effortlessly keep your team in the loop with this handy workflow. Whenever a new appointment is scheduled in Square, it will update a Trello card with the appointment information, ensuring your project management is always up to date. This seamless automation saves time and improves communication within your team.

  1. When this happens...
    SquareSquare
    New Appointment

    Triggers when a new appointment is created.

    TriggerScheduled
  2. automatically do this!
    TrelloTrello
    Update Card

    Update a card's name, description, due date, or position in list.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
  • Square triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Order Status

    Trigger
    Scheduled
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • Item Type

    Trigger
    Scheduled
    Try It
    • LocationRequired

    Trigger
    Scheduled
    Try It
    • Location

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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 moreHelp

Related categories

  • eCommerce
  • Payment Processing

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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn moreHelp

Related categories

  • Project Management

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