Nudge Coach + Square

Invite clients in Nudge Coach for new payments in Square

Boost your client engagement and retention by integrating Square and Nudge Coach. With this workflow, every time you receive a new payment in Square, it will trigger an invitation to your client in Nudge Coach, allowing you to easily onboard and connect with them. Save time and streamline your client communication process with this seamless automation.

When this happens...
New Payment
Triggers when a new payment is created.
TriggerScheduled
automatically do this!
Invite Clients
Invites clients to connect to my coach account
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
User Added to My Coach Account
Triggers when a user is added to my coach account.
Trigger
Instant
Try It
- Group Type
- GroupRequired
Trigger
Instant
Try It
- Company IdRequired
- User Id(s)Required
- Coach Id(s)Required
Action
Write
- User IdRequired
- Card IdRequired
- Notification
- Notification TimeRequired
Action
Write
- EmailsRequired
Action
Write
- Group Type
- GroupRequired
- EmailsRequired
Action
Write
- User Id(s)Required
- Group Id(s)Required
Action
Write
- Card NameRequired
Action
Search
- 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
- CompanyRequired
Trigger
Instant
Try It
User Finished a Program
Triggers when a user receives their last day of program cards
Trigger
Instant
Try It
- User Id(s)Required
- Group Id(s)Required
Action
Write
- User IdRequired
- Sequence IdRequired
Action
Write
- CompanyRequired
- EmailsRequired
Action
Write
- Company IdRequired
- Coach Id(s)Required
- User Id(s)Required
Action
Write
- Company IdRequired
- User IdRequired
Action
Write
- Sequence NameRequired
Action
Search

About Nudge Coach

Nudge Coach is a customizable online coaching platform that helps you build relationships and keep clients on track for better health.

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Related categories

Fitness

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 Help

Nudge Coach + Square

Invite clients in Nudge Coach for new payments in Square

New Appointment

New Customer

New Order

Order Status

Add Customer to Group

Change Inventory

Ignore unchanged counts

Create Invoice

Tipping enabled

Invoice title

Invoice number

Description

Scheduled at

Date of sale

Refund Payment

Refund amount

Reason

Team member

Send Invoice

Help Text

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Find Customer

Field Help

Email Address

Phone Number

Reference ID

Find Service

Field Help

Text Filter

Location

Find Customer

Field Help

Email Address

Phone Number

Reference ID

First Name

Last Name

Country

Street Address

Apt./Suite

City

State

ZIP

Other

Company

Nickname

User Added to My Coach Account

User Added to Group

Group Type

Add Users to Coach

Assign a One Time Card to a User

Notification

Invite Clients

Invite Clients to Group

Group Type

Remove Users From Group

Find Card

Find User

New Catalog Item

Item Type

New Invoice

New Payment

Location

Create Appointment

Note

Create Customer

First Name

Last Name

Email Address

Phone Number

Country

Street Address

Apt./Suite