Square + Trello

Create Trello cards for new Square customers

Effortlessly stay organized and on top of your new customer data with this Square to Trello automation. Whenever you add a new customer in Square, this workflow will create a Trello card for easy tracking and management. Save time and streamline your customer acquisition process, ensuring a smooth experience for both you and your clients.

Effortlessly stay organized and on top of your new customer data with this Square to Trello automation. Whenever you add a new customer in Square, this workflow will create a Trello card for easy tracking and management. Save time and streamline your customer acquisition process, ensuring a smooth experience for both you and your clients.

  1. When this happens...
    SquareSquare
    New Customer

    Triggers when a new customer is created.

    TriggerScheduled
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    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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