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.
- When this happens...New Customer
Triggers when you create a customer.
- automatically do this!Create Customer
Triggers when a new customer is created.
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New Customer
Triggers when you create a customer.
Try ItNew Payment
Triggers when a payment is made.
Try ItNew Ticket
Triggers when a Ticket is created.
Try ItTicket Status Changed
Triggers when a Ticket status is changed.
Try It
New Invoice
Triggers when a new invoice is created.
Try ItNew RMM Alert
Triggers when an RMM Alert is created.
Try ItTicket Resolved
Triggers when a Ticket is marked "Resolved".
Try ItAppointment SubjectRequired
Appointment Starts AtRequired
Appointment Ends AtRequired
Appointment Description
Appointment Location Type
Appointment Location
Ticket ID
Appointment Owner
Additional Attendees
All Day
Customer ID