Bonjoro + Square

Create tasks in Bonjoro for every new customer in Square

With this workflow, once a new customer is added in Square, an immediate task will be created in Bonjoro. It allows you to promptly personalize your approach towards them, enhancing customer relationship management. By streamlining this process, you can focus on what truly matters - building stronger relationships with your newcomers.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerPolling
automatically do this!
Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
ActionWrite

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Supported triggers and actions

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
Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Trigger
Instant
Try It
Bonjoro Call to Action Clicked
Triggers when a user clicks the Bonjoro call to action.
Trigger
Instant
Try It
Bonjoro Created
Triggers when a Bonjoro is created by a team member or automation.
Trigger
Instant
Try It
Bonjoro Email Opened
Triggers when a Bonjoro email is opened.
Trigger
Instant
Try It
Bonjoro Reply
Triggers when a Bonjoro is replied to.
Trigger
Instant
Try It
Bonjoro Watched
Triggers when a Bonjoro is watched.
Trigger
Instant
Try It
Message Templates
List of available Message Templates
Trigger
Polling
Try It

- 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
Bonjoro Bounced
Triggers when a Bonjoro email bounces. Note that if you're using a custom mail integration such as Google, bounces may not be detected.
Trigger
Instant
Try It
Bonjoro Sent
Triggers when a Bonjoro is sent by a team member.
Trigger
Instant
Try It
Bonjoro Dismissed
Triggers when a Bonjoro is dismissed by a team member.
Trigger
Instant
Try It
Bonjoro Reaction
Triggers when a user reacts to a Bonjoro.
Trigger
Instant
Try It
Bonjoro Shared
Triggers when a Bonjoro is shared on social media.
Trigger
Instant
Try It
Workspaces
List of available Workspaces
Trigger
Polling
Try It
- Email AddressRequired
- First Name
- Last Name
- WorkspaceRequired
- Message Template
- Reason
Action
Write

About Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.

Learn more

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Customer Appreciation

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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

Bonjoro + Square

Create tasks in Bonjoro for every new customer in Square

New Appointment

New Customer

New Order

Add Customer to Group

Change Inventory

Create Invoice

Refund Payment

Send Invoice

API Request (Beta)

Find Customer

Find Service

Find Customer

Bonjoro Reassigned

Bonjoro Call to Action Clicked

Bonjoro Created

Bonjoro Email Opened

Bonjoro Reply

Bonjoro Watched

Message Templates

New Catalog Item

New Invoice

New Payment

Create Appointment

Create Customer

Create Paid Order

Remove Customer From Group

Update Customer

Find Order by ID

Find Customer by ID

Find Order

Find Order

Bonjoro Bounced

Bonjoro Sent

Bonjoro Dismissed

Bonjoro Reaction

Bonjoro Shared

Workspaces

Create Task

About Bonjoro

Related categories

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About Square

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