1.Monitors new customer
Integrate Square and customer onboarding tools to detect new customer details to standardize billing-ready info.
Create verified customer records for billing and follow-up
Automatically monitor new customer details from Square across Square and Formatter by Zapier. Create and update when customer details arrive, emails are provided, or phone numbers are submitted β so you can avoid duplicates, create verified customer records, and normalize contact fields without manual corrections.
How this automation creates verified billing records
When new customer information lands in Square, delays can stall billing and follow up. This automation formats key fields, checks duplicates, and creates customer records in Squareβso your team can proceed with accurate billing.
Squareor swap with your favorite app
2.Formats phone and email
Integrate Formatter by Zapier and data formatting tools to format phone to E.164 and normalize email casing to improve match quality.
Formatter by Zapieror swap with your favorite app
3.Finds existing customer
Integrate Square and contact lookup tools to search by email or phone and avoid duplicates to prevent duplicate record creation.
4.Creates customer in Square
Integrate Square and customer record systems to create verified customer fields, including billing address and source note, to enable billing and follow-up.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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