Sender + Square

Create new Square customers from new group subscribers in Sender

Easily streamline your client management process with this automation! Whenever you gain a new subscriber in your Sender group, the workflow will create a customer profile for them in your Square app instantly. Simplifying the process and saving you time, this workflow is a great tool for business owners looking to enhance customer management seamlessly.

When this happens...
New Subscriber in Group
Triggers when subscriber is added to group.
TriggerInstant
automatically do this!
Create Customer
Triggers when a new customer is created.
ActionWrite

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Supported triggers and actions

New Campaign
Triggers when a new campaign is created.
Trigger
Instant
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New Group
Triggers when a new group is created.
Trigger
Instant
Try It
New Unsubscriber
Triggers when a subscriber unsubscribes.
Trigger
Instant
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Updated Subscriber
Triggers when a subscriber is updated.
Trigger
Instant
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- SubscriberRequired
- Tag IDRequired
- Activate automationRequired
Action
Write

- SubscriberRequired
- Group IDRequired
Action
Write
- Transactional campaign idRequired
- Subscriber emailRequired
Action
Write

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- LocationRequired
- Order Status
Trigger
Polling
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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- 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

New Subscriber
Triggers when a new subscriber is added.
Trigger
Instant
Try It
- GroupRequired
Trigger
Instant
Try It
- GroupRequired
Trigger
Instant
Try It
- EmailRequired
- Group(s)
- First Name
- Last Name
- Phone
- Custom fields
- Activate automation
Action
Write
- Campaign title
- Campaign subjectRequired
- Reply toRequired
- Content typeRequired
- FromRequired
- Auto Followup Active
Action
Write
- Campaign IDRequired
Action
Write
- SubscriberRequired
- Channel StatusRequired
Action
Write
- Item Type
Trigger
Polling
Try It
- LocationRequired
Trigger
Polling
Try It
- Location
Trigger
Polling
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 Sender

Capture leads and turn them into loyal customers through Sender, the easy and affordable email & SMS platform.

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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