LeadConnector + Square

Create tasks in LeadConnector for new appointments in Square

Get your tasks organized swiftly when new appointments are set on Square. With this workflow, as soon as a new appointment is scheduled in Square, a task is immediately created in the LeadConnector app. This keeps you updated on your duties and optimally manages your schedule, helping you stay focused and efficient.

Get your tasks organized swiftly when new appointments are set on Square. With this workflow, as soon as a new appointment is scheduled in Square, a task is immediately created in the LeadConnector app. This keeps you updated on your duties and optimally manages your schedule, helping you stay focused and efficient.

  1. When this happens...
    SquareSquare
    New Appointment

    Triggers when a new appointment is created.

    TriggerPolling
  2. automatically do this!
    LeadConnectorLeadConnector
    Add Task

    Adds a task to the account.

    ActionWrite
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Supported triggers and actions

  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Polling
    Try It
  • Square triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Polling
    Try It
    • LocationRequired

    • Order Status

    Trigger
    Polling
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • Item Type

    Trigger
    Polling
    Try It
    • LocationRequired

    Trigger
    Polling
    Try It
    • Location

    Trigger
    Polling
    Try It
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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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 more

Related categories

  • eCommerce
  • Payment Processing

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