Customer record creation
Automatically create customer profiles in Square when someone fills out a contact or service request form, with name, email, phone, and notes populated.
PAYMENTS
Youform meets
Square.
Create Square customers and invoices from Youform submissions. Use Youform as the starting point for a workflow in Zapier, then map your answers to an available Square action.
See how to connectLET’S PUT IT TOGETHER
From an answer
to a next step.
Set up your connection once, then let it become part of the way you work.
Explore Youform on ZapierMake a form for the information you need
Start from a Youform template or build your own. Include the fields your next step needs, such as a name, email address, or project brief.
Choose your connection in Zapier
Connect Youform as your trigger and choose Square as the next app. Select an action supported by the connector and your account.
Map your answers and test the workflow
Match your form fields to the action fields. Check a test result in Square, then activate the workflow when it behaves as expected.
GOOD THINGS YOU COULD SET IN MOTION
A few ideas
to get you started.
Choose an action available in your automation tool, then use these ideas to shape your workflow.
Invoice generation from forms
Collect service details and customer information through a Youform and create a Square invoice automatically for the client to pay online.
Appointment booking with billing
Combine appointment booking forms with Square customer creation so you have billing records ready when it's time to charge for the service.
Custom order management
Accept custom orders through a form and create corresponding customer and transaction records in Square to track fulfillment and payments.
Is this a native Youform integration?
This connection uses Zapier between Youform and Square. You configure the action and field mapping in Zapier.
Which actions can I use?
Choose from the actions currently available for Square in Zapier. Your connected account and the fields required by that action determine what you can send.
How can a form support a Square invoice workflow?
Collect the customer and service details, then map them to a supported customer or invoice action. Check line items, variable amounts, currency, and whether the invoice is drafted or sent. A form response is not itself a completed Square payment.
Which plan do I need?
Youform offers unlimited forms and responses on its free plan, within fair usage guidelines. Check the current plans for your chosen features. Any connected app or automation service has its own pricing and usage limits.
