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- Create Square Customer
ActionSquareUpdated May 2026
How do I add a Square customer?
Short answer: Drop the "Square → Create Square Customer" action anywhere in your workflow, map the inputs from upstream nodes, and publish.
Inputs
The fields this action accepts.
Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.
| Field | Type | Required | Description |
|---|---|---|---|
First Name given_name | string | Optional | — |
Last Name family_name | string | Optional | — |
Email email_address | string | Optional | The email address. Used as the recipient or identifier depending on context. |
Phone phone_number | string | Optional | Phone number in E.164 format (with country code, no spaces). |
Company company_name | string | Optional | — |
Note note | string | Optional | — |
Sample request
{"given_name": "{{trigger.given_name}}","family_name": "{{trigger.family_name}}","email_address": "e.g. user@example.com","phone_number": "e.g. +14155551234","company_name": "{{trigger.company_name}}"}
Returns
{"customer": {"id": "ABC123","given_name": "Jane","family_name": "Doe","email_address": "jane@acme.com"}}
Use these fields in downstream nodes for routing, logging, or error handling.
Triggered by
Apps that pair well as the trigger for Create Square Customer.
Any of these apps can fire this action as part of a workflow.
FAQ
Questions about Create Square Customer.
What does the Create Square Customer action do in Square?
Creates a customer with email, name, address. For "POS customer → push to Square Customers for repeat-business loyalty tracking" workflows.
What inputs does Create Square Customer require?
Create Square Customer has no required inputs. Sensible defaults are applied if you leave fields blank.
Can I use dynamic inputs from earlier workflow nodes?
Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.
What happens if Square returns an error?
The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.
Does Create Square Customer support batch operations?
Yes. Run Create Square Customer inside a Loop node to process arrays. Tiny Command handles Square's rate limits automatically so you don't have to throttle manually.
More actions
Other Square actions.
Action
Create Square Invoice
Creates an invoice with line items, customer, due date. For service-business workflows where Square is the payment processor but the invoice is generated externally.
ActionSquare Create Payment
Charges a saved customer card or processes a payment with provided source. For "external order completed → charge via Square" workflows.
ActionList Square Locations
Returns the merchant's locations. Useful for resolving location IDs and for multi-location reporting workflows.
ActionList Square Payments
Paginated payments with filters by date, location, status. For revenue-reporting workflows and for accounting reconciliation.
ActionRefund Square Payment
Refunds full or partial. For "customer requested refund via support" or "fraud detection → auto-refund" workflows.
ActionSearch Square Customers
Lookup by email, phone, name. For "find existing customer record by phone" POS workflows.
Send create square customer from your workflows.
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