Jotform + Square

Add new signed Jotform documents to Square customer groups

Effortlessly manage your customer records with this seamless workflow between Jotform and Square. Once a new signed document is submitted in Jotform, the customer will be instantly added to a group in your Square account. Keep your customer base organized and up-to-date, allowing you to focus on growing your business.

Effortlessly manage your customer records with this seamless workflow between Jotform and Square. Once a new signed document is submitted in Jotform, the customer will be instantly added to a group in your Square account. Keep your customer base organized and up-to-date, allowing you to focus on growing your business.

  1. When this happens...
    JotformJotform
    New Signed Document

    Triggers when a signed document is received.

    TriggerScheduled
  2. automatically do this!
    SquareSquare
    Add Customer to Group

    Adds a customer to a group.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Item Type

    Trigger
    Scheduled
    Try It
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreHelp

Related categories

  • Forms & Surveys

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square logo
square logo

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 moreHelp

Related categories

  • eCommerce
  • Payment Processing

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