Skip to content

Starter

Square

Create an item in monday.com when a new customer in Square

When a new customer in Square, create an item in monday.com.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
1
Accounts
2
Starts
A new customer in Square, within seconds

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A new customer
A customer added to the Square directory, within seconds (at the till, online or by a booking). The token needs CUSTOMERS_READ.
Create an item
An item on a board, named. Columns are set on the board’s defaults.
  1. Starts whenA new customer
  2. App stepNamed after the customer’s first name

What each client fills in

monday.com: Board ID
For example the number in the board’s URL

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • Square

    developer.squareup.com → the client’s application (their own account) → Credentials → Production access token. A personal access token for the client’s own account needs no Square review.

  • In the client’s monday.com: avatar → Developers → My access tokens → Show → copy.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Square, for “A new customer”
  2. Connect the client’s monday.com, for “Create an item”
  3. Fill in monday.com: Board ID (For example the number in the board’s URL)

Related templates

Thrum is cooking.

Get early access and you’ll be among the first in. Early members get a launch perk.

Get early accessSee pricing