1.Captures new transaction
Integrate Square and payment webhooks to trigger the workflow on each completed payment for customer reference mapping.
Add or update membership contacts from completed payments
Automatically monitor completed payments across Square and CRM tools. Create or update member contacts and tier counters when payment posts, descriptor matches a tier, or customer reference resolvesβso you can advance follow up, keep tiers accurate, and update records without manual reporting.
How this automation updates member contacts
When completed payments arrive without contact updates, membership tiers drift and follow up gets delayed. This automation looks up customers in Square, routes by descriptor, and adds or updates CRM contacts and tier countersβso your team can act on accurate membership data.
Squareor swap with your favorite app
2.Finds customer by ID
Integrate Square and contact matching tools to look up the payer by customer reference for later contact mapping.
3.Routes by descriptor tier
Integrate Paths by Zapier and membership rules to evaluate transaction descriptors and select the right tier path.
Paths by Zapieror swap with your favorite app
4.Formats counter key
Integrate Formatter by Zapier and data transformation tools to truncate the email for a stable tier counter key.
Formatter by Zapieror swap with your favorite app
5.Increments tier counters
Integrate Storage by Zapier and analytics counters to increment the tier specific payment counter and store the result.
Storage by Zapieror swap with your favorite app
6.Adds or updates contact
Integrate LeadConnector and CRM data mapping to create or update contacts and set tier and subscription payment count.
LeadConnectoror swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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