ClickFunnels Classic + Square

Create new ClickFunnels contact profiles for incoming Square orders

Effortlessly expand your ClickFunnels contact list with new customers from Square using this seamless workflow. When a new order is placed in your Square app, it instantly creates a contact profile in ClickFunnels, allowing you to keep track of preferences and maintain organized records without manual data entry. Boost your marketing efforts and enhance customer relationships with this efficient automation.

When this happens...
New Order
Triggers when a new order is processed.
TriggerScheduled
automatically do this!
Create Contact Profile
Create or update a Contact Profile for an email.
ActionWrite

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Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- LocationRequired
- Order Status
Trigger
Scheduled
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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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
- Funnel
- Funnel Step
Trigger
Instant
Try It
- Funnel
- Funnel Step
Trigger
Instant
Try It
- TagRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- TagRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Search

- Item Type
Trigger
Scheduled
Try It
- LocationRequired
Trigger
Scheduled
Try It
- Location
Trigger
Scheduled
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
- Funnel
- Funnel Step
Trigger
Instant
Try It
- ListRequired
- EmailRequired
Action
Write
- FunnelRequired
- Funnel StepRequired
- PageRequired
- EmailRequired
Action
Write
- ListRequired
- EmailRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- EmailRequired
Action
Search or write

About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.

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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

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ClickFunnels Classic + Square

Create new ClickFunnels contact profiles for incoming Square orders

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

New Contact Activity

New Successful Purchase

Add Tag to Email

Create Contact Profile

Remove Tag From Email

Find Contact Profile

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

New Failed Purchase

Add Email to List

Create Contact Optin

Remove Email From List

API Request (Beta)

Find or Create Contact Profile

About ClickFunnels Classic

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