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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Event" from SignUpGenius.

Add your action

An action happens after the trigger—such as "Add Customer to Group" in Square.

You’re connected!

Zapier seamlessly connects SignUpGenius and Square, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Active Sign Up
  Required
Trigger
Polling
Try It
- Active Sign Up
  Required
Trigger
Polling
Try It
- Groups
  Required
- Member Id
  Required
Action
Write
- Groups
  Required
- Select Text to Search
  Required
- Email
  Required
- First Name
- Last Name
Action
Search or write
- 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 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

- Group
  Required
Trigger
Polling
Try It
- Groups
  Required
- Email
  Required
- First Name
- Last Name
Action
Write
- Select Group to Search
  Required
- Select Text to Search
  Required
Action
Search
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
- 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

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Customers have created over 25 million Zaps on the platform

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Connect SignUpGenius and Square to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Square on the Zapier blog

Make work flow with AI

Level up your SignUpGenius to Square integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about SignUpGenius + Square integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with SignUpGenius and Square

Can I connect SignUpGenius with Square using your platform?

Yes, you can integrate SignUpGenius with Square using our platform. This allows you to automate tasks between the two applications, such as syncing payments from Square directly when a new signup occurs in SignUpGenius.

What are some popular triggers for integrating SignUpGenius with Square?

Popular triggers for integrating SignUpGenius with Square include new event creation or new sign-ups in SignUpGenius. Once these events happen, it can trigger an action in Square, such as processing a payment or updating a customer record.

Which actions can be performed in Square when integrating with SignUpGenius?

When integrating with SignUpGenius, actions in Square might include creating an order, processing a refund, or updating customer information based on the signup details from SignUpGenius.

Do I need coding skills to set up the integration between SignUpGenius and Square?

No coding skills are required to set up the integration between SignUpGenius and Square. Our intuitive platform allows you to connect the two services using simple drag-and-drop functionality.

Can I customize what data is transferred between SignUpGenius and Square?

Yes, you can customize what data is transferred during the integration. Depending on your workflow requirements, you might choose which fields or information are mapped from SignUpGenius events to specific actions in Square.

Is real-time syncing possible when integrating SignUpGenius with Square?

Real-time syncing is possible when you integrate these applications through our platform. This ensures that any changes or updates made in either application are reflected immediately across both platforms.

Are there any limits on how many times triggers and actions can run per month?

There may be limits based on your subscription plan regarding how many times triggers or actions can execute per month. We suggest reviewing your plan details in your account settings for specific information about these limitations.

About SignUpGenius

SignUpGenius is an organizational tool that takes away the hassle of coordinating groups so your organization can focus on its impact on your community.

Learn moreLearn moreHelpHelp

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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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