ClickUp to Square Automations

MESA is the most flexible way automate ClickUp to Square. Easily add workflows to simplify your work.

Rated 4.7 out of 5 stars on the Shopify App Store

Build your own workflows.

MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.

Type
ID
Updated At
Version
Is Deleted
Custom Attribute Values
Catalog V1 Ids
Present At All Locations
Present At Location Ids
Absent At Location Ids
Item Data
Category Data
Item Variation Data
Tax Data
Discount Data
Modifier List Data
Modifier Data
Time Period Data
Product Set Data
Pricing Rule Data
Image Data
Subscription Plan Data
Item Option Data
Item Option Value Data
Custom Attribute Definition Data
Subscription Plan Variation Data

Type
ID
Updated At
Version
Is Deleted
Custom Attribute Values
Catalog V1 Ids
Present At All Locations
Present At Location Ids
Absent At Location Ids
Item Data
Category Data
Item Variation Data
Tax Data
Discount Data
Modifier List Data
Modifier Data
Time Period Data
Product Set Data
Pricing Rule Data
Image Data
Subscription Plan Data
Item Option Data
Item Option Value Data
Custom Attribute Definition Data
Subscription Plan Variation Data

ID
Created At
Updated At
Given Name
Family Name
Nickname
Company Name
Email Address
Address
Phone Number
Birthday
Reference ID
Note
Preferences
Creation Source
Group Ids
Segment Ids
Version
Tax Ids

ID
Amount Money
Reason
State
Due At
Disputed Payment
Card Brand
Created At
Updated At
Brand Dispute ID
Reported At
Version
Location ID

ID
Type
Created At
Accumulate Points
Create Reward
Redeem Reward
Delete Reward
Adjust Points
Loyalty Account ID
Location ID
Source
Expire Points
Other Event
Accumulate Promotion Points

Add Group to Customer

Add a group membership to a customer.

View all

Thousands of professionals trust MESA to help them multiply their impact without multiplying their work.

Why automate ClickUp to Square?

ClickUp to Square automations get more done in less time. Automate the everyday tasks holding back your potential growth.

Auto-create tasks from new orders

When a Shopify order comes in, automatically create a ClickUp task with order details. Assign to fulfillment team, set due dates, and track progress without manual entry.

Sync support tickets to project tasks

Turn Help Scout or Zendesk tickets into ClickUp tasks instantly. Keep your team aligned on customer issues without switching between platforms or duplicating work.

Update task status from external events

When a shipment delivers or a payment clears, automatically update the corresponding ClickUp task status. Keep projects current without manual status checks or updates.

Track inventory issues automatically

Low stock alerts or inventory discrepancies trigger ClickUp tasks for your operations team. Set priorities based on urgency and never miss a restock deadline again.

Create tasks from form submissions

Tally or Typeform submissions automatically become ClickUp tasks. Route requests to the right team, set priorities, and ensure nothing falls through the cracks.

Point of Sale (POS)

Square's POS integrations enable ecommerce businesses to manage their sales channels in real-time, unify their online and offline sales, and provide a consistent shopping experience across all channels.

Inventory Management

Square provides real-time inventory updates, making it easy for businesses to manage their inventory levels, track stock movement, and automate replenishment.

Omnichannel Loyalty Programs

Square offers a range of marketing and loyalty programs that allow ecommerce businesses to increase customer engagement, build customer loyalty, and drive sales growth.

Analytics and Reporting

Square provides detailed analytics and reporting tools that allow ecommerce businesses to monitor sales, identify trends, and make data-driven decisions.

Targeted Email Marketing

Segment your customer base more effectively. Nurture leads and convert one-time buyers into loyal customers, ultimately boosting sales without the need for manual data analysis.

Automate your work in less clicks

MESA makes automation achievable so you can multiply your impact without multiplying the work.

Try MESA for free 7-day trial included. Cancel anytime.

How MESA works

MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.

Step 1.

Start with a trigger

Select a trigger that sets your workflow in motion.

This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.

Triggers are the starting points that tell MESA when to act.

Step 2.

Add an action

Next, choose the action that should follow the trigger.

Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.

Linking actions to triggers is how you build a seamless workflow process.

Step 3.

Personalize

Make your workflow even more flexible using built-in apps.

Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.

Personalization ensures your workflows fit your unique business requirements.

All set!

You just made a workflow

Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.

With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.

Fully supported by automation experts.

Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.

Knowledge Base

Training guides, tutorials, and platform documentation.

View resources

Service Partners

Consult on automation strategy to build your workflow.

Find a partner

Contact us

5-star customer support and live chat for automations.

Ask the experts

Multiply your impact without multiplying your effort.

Try MESA for free! 7-day trial included

ClickUp to Square Automations | MESA

ClickUp to Square Automations

Build your own workflows.

Catalog Item Created

Catalog Item Updated

Customer Created

Accept Dispute

Accumulate Loyalty Points

Add Group to Customer

Why automate ClickUp to Square?

Auto-create tasks from new orders

Sync support tickets to project tasks

Update task status from external events

Track inventory issues automatically

Create tasks from form submissions

Point of Sale (POS)

Inventory Management

Omnichannel Loyalty Programs

Analytics and Reporting

Targeted Email Marketing

Automate your work in less clicks

How MESA works

Start with a trigger

Add an action

Personalize

You just made a workflow

Fully supported by automation experts.

Knowledge Base

Service Partners

Contact us

Multiply your impact without multiplying your effort.

ClickUp to Square Automations

Build your own workflows.

Catalog Item Created

Catalog Item Updated

Customer Created

Customer Updated

Invoice Added

Order Created

Order Updated

Payment Created

Payment Updated

Payout Created

Refund Created

Refund Updated

Task Assignee Updated

Task Comment Posted

Task Comment Updated

Task Created

Task Deleted

Task Due Date Updated

Task Moved

Task Priority Updated

Task Status Updated

Task Tag Updated

Task Time Estimate Updated

Task Time Tracked Updated

Task Updated

Accept Dispute

Accumulate Loyalty Points

Add Group to Customer

Adjust Loyalty Points

Calculate Loyalty Points

Calculate Order

Cancel Booking

Cancel Payment

Cancel Subscription

Cancel Terminal Checkout

Complete Payment

Create Booking

Create Break Type

Create Card

Create Checkout

Create Customer

Create Customer Card

Create Customer Group

Create Dispute Evidence File

Create Dispute Evidence Text

Create Gift Card

Create Gift Card Activity

Create Invoice

Create Location

Create Location Transaction

Create Loyalty Account

Create Loyalty Rewards

Create Order Shipment

Create Payment

Create Refund

Create Shift

Create Subscription

Create Team Member

Create Terminal Checkout

Delete Break Type

Delete Catalog Object

Delete Customer

Delete Customer Card

Delete Customer Group

Delete Dispute

Delete Group from Customer

Delete Invoice

Delete Loyalty Reward

Delete Shift

Disable Card

Get List of Additional Recipient Receivables

Get List of Additional Recipient Receivables Refunds

Get List of Bank Accounts

Get List of Cards

Get List of Catalog

Get List of Customer Groups

Get List of Customer Segments

Get List of Customers