Square + Twilio

Create Square customers from new Twilio calls

Streamline your customer management process and enhance client engagement with this Twilio and Square workflow. When a new call occurs in Twilio, this automation creates a new customer in Square, making it perfect for phone-based businesses looking to optimize their customer database and strengthen relationships.

When this happens...
New Call
Triggers when a call is finished on your Twilio number.
TriggerInstant
automatically do this!
Create Customer
Triggers when a new customer is created.
ActionWrite

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Supported triggers and actions

What does this mean?

New Phone Number
Triggers when you add a new phone number.
Trigger
Scheduled
Try It
New Recording
Triggers when a new recording is available on your account.
Trigger
Scheduled
Try It
New Transcription
Triggers when a new transcription is available on your account.
Trigger
Scheduled
Try It
- From NumberRequired
- Alphanumeric Sender ID
- To NumberRequired
- MessageRequired
- Media Url
- Send Large Messages?
Action
Write
New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It

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
- Inventory Change TypeRequired
- LocationRequired
- Catalog ObjectRequired
- QuantityRequired
- Ignore unchanged counts
Action
Write
- LocationRequired
- Order IDRequired
- Customer IDRequired
- Accepted Payment MethodsRequired
- Payment due dateRequired
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery methodRequired
- Scheduled at
- Date of sale
Action
Write
- PaymentRequired
- Refund amount
- Reason
- Team member
Action
Write
- Help Text
- LocationRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Field Help
- Email Address
- Phone Number
- Reference ID
Action
Search
- Field Help
- Text Filter
- Location
Action
Search
- Field Help
- Email Address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write

- Instructions Copy
Trigger
Instant
Try It
- To NumberRequired
- Apply US Prefix
Trigger
Scheduled
Try It
- From NumberRequired
- To NumberRequired
- MessageRequired
- Voice
- Language
- Send Digits
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference Id
Action
Write
- LocationRequired
- Customer ID
- External Identifier
- Buyer Email Address
- Payment TypeRequired
- Payment Note
- QuantityRequired
- AmountRequired
- CurrencyRequired
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer IDRequired
- GroupRequired
Action
Write
- Customer IDRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer Id
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write

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 more Help

Related categories

Similar apps

About Twilio

An easy tool for developers to send and receive SMS and voice calls.

Learn more Help

Related categories

Phone & SMS

Square + Twilio

Create Square customers from new Twilio calls

New Phone Number

New Recording

New Transcription

Send SMS

Alphanumeric Sender ID

Media Url

Send Large Messages?

New Appointment

New Customer

New Order

Order Status

Add Customer to Group

Change Inventory

Ignore unchanged counts

Create Invoice

Tipping enabled

Invoice title

Invoice number

Description

Scheduled at

Date of sale

Refund Payment

Refund amount

Reason

Team member

Send Invoice

Help Text

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Find Customer

Field Help

Email Address

Phone Number

Reference ID

Find Service

Field Help

Text Filter

Location

Find Customer

Field Help

Email Address

Phone Number

Reference ID

First Name

Last Name

Country

Street Address

Apt./Suite

City

State

ZIP

Other

Company

Nickname

New Call

Instructions Copy

New SMS

Apply US Prefix

Call Phone

Voice

Language

Send Digits

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

New Catalog Item

Item Type

New Invoice

New Payment

Location

Create Appointment