Square + Trello

Create cards in Trello for new customers in Square

Enhance your customer management process with this convenient workflow. When a new customer joins through the Square app, a card is instantly created in Trello. This seamless interaction ensures effective track-keeping and prompt response initiation, making customer management a breeze.

Enhance your customer management process with this convenient workflow. When a new customer joins through the Square app, a card is instantly created in Trello. This seamless interaction ensures effective track-keeping and prompt response initiation, making customer management a breeze.

  1. When this happens...
    SquareSquare
    New Customer

    Triggers when a new customer is created.

    TriggerPolling
  2. automatically do this!
    TrelloTrello
    Create Card

    Adds a new card on a specific board and list.

    ActionWrite
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Supported triggers and actions

    • 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 more

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 more

Related categories

  • Project Management

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