monday.com + Square

monday.com + Square integrations

Add new Square customers to monday.com as items

Effortlessly manage new customers from Square in monday.com with this seamless workflow. When a new customer is added in Square, an item is instantly created in your monday.com app, making it simpler to track and organize your growing client base. Say goodbye to manual data entry and focus on building strong customer relationships instead.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerPolling
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with Square and monday.com

Discover other triggers and actions you can use with Square and monday.com

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
- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write

- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write

- Help_text
- Location
  Required
Action
Write
- Customer ID
  Required
- 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
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- 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
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

- Item Type
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- 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
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- 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 ID
  Required
- Group
  Required
Action
Write
- Customer
  Required
- Attribute
  Required
- Value
  Required
- Idempotency Key
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

HelpHelp

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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 moreLearn moreHelpHelp

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Related Zap Templates

Update items in monday.com whenever new invoices are created in Square