Thryv integration with Square
How to Create new customers in Square from new clients in Thryv
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new customers in Square from new clients in Thryv" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Square integrations
Running a business means juggling sales, inventory, invoicing, and more. Ease the load by using Square with Nekton to automatically track customers and transactions along with processing, inventory, invoicing, customer feedback, and more. By using Square and Nekton together, you'll always be making the most informed decisions for your business.
Square actions
Nekton can use any feature that is available in Square API.
Using our advanced AI, you can easily create custom automations for Square.
Here are some typical actions you can do in your automated workflows.
Add Customer to Group
Adds a customer to a group.
Change Inventory
Adjusts an inventory or changes its physical count.
Create Invoice
Creates a new draft invoice for an order.
Refund Payment
Refunds a completed payment.
Send Invoice
Sends an existing draft invoice.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
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.