Square + Syncro

Create new Square customers from new Syncro customers

When a new customer is added in Syncro, this workflow instantly creates a corresponding customer profile in Square. This seamless integration ensures your customer data is unified across both platforms in real-time, saving you the hassle of manual data input. Use this automated process to streamline your customer management, making it easier to maintain up-to-date records, and focus on more productive tasks.

When a new customer is added in Syncro, this workflow instantly creates a corresponding customer profile in Square. This seamless integration ensures your customer data is unified across both platforms in real-time, saving you the hassle of manual data input. Use this automated process to streamline your customer management, making it easier to maintain up-to-date records, and focus on more productive tasks.

  1. When this happens...
    SyncroSyncro
    New Customer

    Triggers when you create a customer.

    TriggerInstant
  2. automatically do this!
    SquareSquare
    Create Customer

    Triggers when a new customer is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Syncro triggers, actions, and search

    New Customer

    Triggers when you create a customer.

    Trigger
    Instant
    Try It
  • Syncro triggers, actions, and search

    New Payment

    Triggers when a payment is made.

    Trigger
    Instant
    Try It
  • Syncro triggers, actions, and search

    New Ticket

    Triggers when a Ticket is created.

    Trigger
    Instant
    Try It
  • Syncro triggers, actions, and search

    Ticket Status Changed

    Triggers when a Ticket status is changed.

    Trigger
    Instant
    Try It
  • Syncro triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Instant
    Try It
  • Syncro triggers, actions, and search

    New RMM Alert

    Triggers when an RMM Alert is created.

    Trigger
    Instant
    Try It
  • Syncro triggers, actions, and search

    Ticket Resolved

    Triggers when a Ticket is marked "Resolved".

    Trigger
    Instant
    Try It
    • Appointment SubjectRequired

    • Appointment Starts AtRequired

    • Appointment Ends AtRequired

    • Appointment Description

    • Appointment Location Type

    • Appointment Location

    • Ticket ID

    • Appointment Owner

    • Additional Attendees

    • All Day

    • Customer ID

    Action
    Write
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.
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Related categories

  • eCommerce
  • Payment Processing

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syncro logo
syncro logo

About Syncro

Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing, full-featured RMM (remote machine management) and an emphasis on great communication.
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Related categories

  • CRM (Customer Relationship Management)

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