Create ClickUp tasks from new iOS Reminders (& Siri)
How this automation works
When a new customer is created in Square, automatically add it as a task in your task management system, like ClickUp. This is an ideal way to keep your sales and marketing systems aligned and to have quick responses to incoming customers.
If
New Customer
Trigger ingredients
CustomerId
ReferenceId
Note
FirstName
LastName
EmailAddress
PhoneNumber
AddressLine1
AddressLine2
AddressCity
AddressState
AddressZip
AddressCountry
CreatedAt
Then
Create task
Action fields
list_id
task_name
task_description
comma_separated_tags
status
comma_separated_assignees
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Related services
Create your own ClickUp and Square workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
9 triggers, queries, and actions
New Customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new customer is created for the Square store
New Order
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new order is processed for the Square store
Task created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new task has been created.
Task updated
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a task is updated.
Find tasks
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns tasks from a list.
Create Customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action creates a customer in the Square account
Create task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new task.
Post a task comment
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will post a comment on a task.
Update task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will update a task.
Create Customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action creates a customer in the Square account
Create task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new task.
Find tasks
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns tasks from a list.
New Customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new customer is created for the Square store
New Order
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new order is processed for the Square store
Post a task comment
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will post a comment on a task.
Task created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new task has been created.
Task updated
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a task is updated.
Update task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will update a task.
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
More on ClickUp and Square
About ClickUp
Simplify work and get more done with ClickUp. Plan, track, and manage any type of work with project management that flexes to your needs.
Simplify work and get more done with ClickUp. Plan, track, and manage any type of work with project management that flexes to your needs.
About Square
Square is the simplest way to accept credit card payments and has all the features you need to create a seamless payment experience between you and your customers.
Square is the simplest way to accept credit card payments and has all the features you need to create a seamless payment experience between you and your customers.