REV23 + Square
Generate Square customers from new REV23 release forms
Keep your client management streamlined and efficient with this workflow. Whenever a release form is created in REV23, it instantly initiates the process for a new customer profile creation in Square. This process not only saves substantial time by bypassing manual data entry but also guarantees an aligned customer list across both systems for straightforward organization.
Keep your client management streamlined and efficient with this workflow. Whenever a release form is created in REV23, it instantly initiates the process for a new customer profile creation in Square. This process not only saves substantial time by bypassing manual data entry but also guarantees an aligned customer list across both systems for straightforward organization.
- When this happens...Release Form Generated
Triggers when a release form is generated.
- automatically do this!Create Customer
Triggers when a new customer is created.
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New Customer
Triggers when a new customer is created.
Try ItRelease Form Generated
Triggers when a release form is generated.
Try ItNew Appointment
Triggers when a new appointment is created.
Try ItNew Customer
Triggers when a new customer is created.
Try It
New User
Triggers when a new user is created.
Try ItGiven (First) NameRequired
Preferred Name
Family (Last) Name
Nickname
Gender
Pronoun
Email
Phone Number
Birthdate
Identification Number
Identification Issuer
Identification Expiration Date
Occupation
Street
City
State/Province
Postal Code
Country
Item Type
Try ItLocationRequired
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