Create Square customer when Customer.io adds a person to a segment
by
2 ready-made Customer.io and Square Applets
Turn one on, or build your own. Customer.io can start an automation with "Person entered a segment", and IFTTT can then run "Create Customer" on Square.
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Create your own Customer.io 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.
12 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 hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
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 hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new order is processed for the Square store
Person entered a segment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a person becomes a member of a segment you choose in Customer.io.
Look up a person
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 a person's attributes and segment memberships from Customer.io.
Add a person to a segment
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 add a person to one of your manual segments in Customer.io.
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 or update a person
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 person in Customer.io, or update them if they already exist, setting the attributes you provide.
Remove a person from a segment
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 remove a person from one of your manual segments in Customer.io.
Send a transactional message
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 send a transactional message to a person using a transactional message template you have set up in Customer.io.
Suppress a person
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 suppress a person in Customer.io so they stop receiving messages.
Track an event
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 record a custom event for a person in Customer.io, which can start or advance that person's journeys and campaigns.
Trigger a broadcast
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 trigger an API-triggered broadcast in Customer.io so it sends to its configured audience.
Add a person to a segment
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 add a person to one of your manual segments in Customer.io.
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 or update a person
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 person in Customer.io, or update them if they already exist, setting the attributes you provide.
Look up a person
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 a person's attributes and segment memberships from Customer.io.
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 hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
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 hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new order is processed for the Square store
Person entered a segment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a person becomes a member of a segment you choose in Customer.io.
Remove a person from a segment
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 remove a person from one of your manual segments in Customer.io.
Send a transactional message
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 send a transactional message to a person using a transactional message template you have set up in Customer.io.
Suppress a person
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 suppress a person in Customer.io so they stop receiving messages.
Track an event
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 record a custom event for a person in Customer.io, which can start or advance that person's journeys and campaigns.
Trigger a broadcast
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 trigger an API-triggered broadcast in Customer.io so it sends to its configured audience.
Build an automation in seconds!
If
Select a trigger the automation will use
New Customer
New Order
Person entered a segment
Then
Select an action the automation will perform
Add a person to a segment
Create Customer
Create or update a person
Remove a person from a segment
Send a transactional message
Suppress a person
Track an event
Trigger a broadcast
You can add delays, queries, and more actions in the chat.
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How to connect to a Customer.io automation
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Review trigger and action settings, and click connect. Simple as that!Make more happen with your credits
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Customer.io and Square tips, tools, and resources
More on Customer.io and Square
About Customer.io
Customer.io is a customer engagement platform that helps marketing and lifecycle teams turn customer data into personalized messages across email, SMS, push, in-app, and other channels. Use it on IFTTT to feed real-world activity into Customer.io, manage segments, and trigger messages. Visit customer.io.
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.