Create new Orderry clients from new Square customers
Streamline your customer management process with this intelligent workflow. When a new customer is added to your Square app, this automation will simultaneously create a new client in your Orderry app. It negates the need for manual data entry, saving time and ensuring consistency across your platforms. Broaden your operational efficiency and focus on growing your business instead of going back and forth between apps.
Streamline your customer management process with this intelligent workflow. When a new customer is added to your Square app, this automation will simultaneously create a new client in your Orderry app. It negates the need for manual data entry, saving time and ensuring consistency across your platforms. Broaden your operational efficiency and focus on growing your business instead of going back and forth between apps.
- When this happens...New Customer
Triggers when a new customer is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create a Client
Create new client
ActionWriteCreate a new record or update an existing record in your app.
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New Appointment
Triggers when a new appointment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLocationRequired
Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Inventory Change TypeRequired
LocationRequired
Catalog ObjectRequired
QuantityRequired
Ignore unchanged counts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PaymentRequired
Refund amount
Reason
Team member
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Help Text
LocationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field Help
Email Address
Phone Number
Reference ID
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
Text Filter
Location
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
Email Address
Phone Number
Reference ID
First Name
Last Name
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAd Campaigns
Ad Campaigns you can use in the product
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSort Direction
Types
Branches
Statuses
Asset UID
IDs
ID Labels
Managers
Engineers
Clients IDs
Client Names
Client Phones
Created At from
Created At to
Modified At from
Modified At to
Done At from
Done At to
Closed At from
Closed At to
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSort Direction
Cashbix idRequired
Created from
Created to
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Product Categories
Get Product Categories from the account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Service Categories
Get Service Categories from the account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Taxes
Triggers when a new get_taxes is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planIds
Statuses
Client Ids
Client Names
Client Phones
Payer Ids
Payer Names
Payer Phones
Managers
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLead Types
Lead Types you can use in the product
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmployees List
The list of Employees you can use in the product
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrder Custom Fields
Triggers when a new order_custom_fields is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTitle
Q
Ids
Barcodes
Categories
Articles
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice IdRequired
MessageRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IdRequired
MessageRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
MessageRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
Phone
Address
Notes
Is supplier?
Is juridical?
Is conflicted?
Marketing source
Discount code
Discount goods
Discount services
Discount materials
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Branch idRequired
Order typeRequired
Client ID
Asset ID
Is urgent?
Estimated cost
Appearance
Packagelist
Malfunction
Assigned at
Duration
Estimated done at
Manager ID
Engineer ID
Manager notes
Warranty date
Kind of good
Brand
Model
Serial
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Cashbox IDRequired
Payment amountRequired
DirectionRequired
Cash flow item
Client ID
Employee ID
Created at
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
Status IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Description
Barcodes
Category IdRequired
Article
Code
Uom IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.id NameRequired
First Name
Last Name
Email
Phone
Address
Notes
Is supplier?
Is juridical?
Is conflicted?
Marketing source
Discount code
Discount goods
Discount services
Discount materials
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Is order or estimate?Required
Order IdRequired
Item IdRequired
Assignee IdRequired
QuantityRequired
PriceRequired
CostRequired
Discount TypeRequired
Discount SponsorRequired
Discount ValueRequired
Warranty PeriodRequired
Warranty Period UnitsRequired
Tax Ids
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSerial number of assets
Owner ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSort Direction
Author Ids
Assignee Ids
Deadline from
Deadline to
ActionThis is an event a Zap performs.SearchFind existing data in your appClient Email
Client Phone
ActionThis is an event a Zap performs.SearchFind existing data in your appTitleRequired
Q
Ids
Barcodes
Categories
Articles
Description
Category IdRequired
Article
Code
Uom IdRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundClient Email
Client Phone
First Name
Last Name
Email
Phone
Address
Notes
Is supplier?
Is juridical?
Is conflicted?
Marketing source
Discount code
Discount goods
Discount services
Discount materials
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
LocationRequired
Team Member IDRequired
Customer IDRequired
Date and Time of AppointmentRequired
Appointment Service IDRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Reference Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Reference ID
Birthday
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Field Help
Customer
Fulfillment State
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCash Flow Items
Cash flow items you can use in the product
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planIs order or estimate?Required
Order IdRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Prices
Get prices from the account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreated at from
Created at to
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSorting direction
Authors employees Id's for filtering
Assignee employee id's
Deadline from
Deadline to
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet UOMs (Inits of Measure)
Get UOMs (Inits of Measure)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Invoice Statuses
Triggers when a new invoice_statuses is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNames
Phones
Emails
Discount Codes
Marketing Sources
Is Juridical
Is Supplier
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLocations
Locations you can use in the product
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrder Statuses
Order statuses you can use in the product
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTitle
Q
Ids
Barcodes
Categories
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLead IdRequired
MessageRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Is order or estimate?Required
Is ServiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Serial number of asset
Vehicle plate number
Group of Asset
Brand of Asset
Model of Asset
Modification of Asset
Color of Asset
Condition of Asset
Year of Asset
ID of Asset owner
Warehouse ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact nameRequired
Contact phone
Lead type IDRequired
Client ID
Manager ID
Location ID
Additional description
Ad campaign
Is urgent?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Is order?Required
Branch idRequired
Order typeRequired
Client IDRequired
Payer ID
Asset ID
Ad Campaign ID
Is urgent?
Estimated price
Malfunction
Scheduled for
Scheduled to
Resource ID
Due date
Manager ID
Assignee ID
Manager notes
Engineer notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
DescriptionRequired
DeadlineRequired
AssigneesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IdRequired
Warehouse ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Barcodes
Category IdRequired
Cost
Uom IdRequired
Is Labor
Warranty
Warranty Period
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Is order or estimate?Required
Order IDRequired
Branch id
Order type
Client ID
Payer ID
Asset ID
Ad Campaign ID
Is urgent?
Estimated price
Malfunction
Scheduled for
Scheduled to
Resource ID
Due date
Manager ID
Assignee ID
Manager notes
Engineer notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
TitleRequired
Description
Barcodes
Category IdRequired
Article
Code
Uom IdRequired
Is Serial
Warranty
Warranty Period
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIds
Statuses
Client Ids
Client Names
Client Phones
Payer Ids
Payer Names
Payer Phones
Managers
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
Q
Ids
Barcodes
Categories
Articles
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
Q
Ids
Barcodes
Categories
ActionThis is an event a Zap performs.SearchFind existing data in your appSerial number of asset
ID of Asset owner
Vehicle plate number
Group of Asset
Brand of Asset
Model of Asset
Modification of Asset
Color of Asset
Condition of Asset
Year of Asset
Warehouse ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTitleRequired
Q
Ids
Barcodes
Categories
Category IdRequired
Cost
Uom IdRequired
Is Labor
Warranty
Warranty Period
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found