I use Square for all my appointments, charges, services etc… Whenever we charge someone, we attach that person specifically to the transaction to keep records.
We also have every one of our clients imported to Keap as well.
When someone completes a transaction in square, is it possible to tag that transaction in Keap?
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Hey Troy! That’s where I’m running into the issue,
We connect each client to their transaction in square. I want that same client in square who was tagged, to also be tagged in Keap. So every transaction will connect with someone else. I’ve tried using the Custom list, but that doesn’t seem to work. Any work arounds?
Hey there, @TheWellnessCenter! Hopefully I can shed some light here. 🙂
I hope you don’t mind if I back up a little. Troy mentioned this but the Keap Customer ID won’t be the same as the Square Customer ID.
So if we search Keap for a customer with a Square ID it will likely return an error and/or not be successful. We’ll need to search Keap for a value it knows, for example an email address (if that’s collected at time of payment 🤞🏽).
So your zap might look like:
Square - New Payment Trigger
Keap - Find Contact Action
Keap - Tag Contact Action This is test info in this screenshot but in this step you’ll need to map the Contact ID located from your “Find Contact” step:
Do you think this could work? Let us know - we’re happy to continue digging into this with you. 🤗
Thank you for responding. I’m open to trying anything. I know we already have the customers email at the time of transaction. Do you think that by connecting the client to the transaction (which I believe would connect the email?) that it will start that automation process?
Hey there, @TheWellnessCenter! Thanks for giving the test a shot and keeping us posted!
Did this error occur while you were testing in the zap setup? If so, I’m thinking the error may have something to do with the sample data being used in the zap. 🤔
Are you able to try loading in a new sample from Square? You can do that in your trigger step by selecting the “Test” section, clicking the Order drop down, and “Load More”. More on changing test data here:
Select a new sample, one where you know the customer already exists in Keap, and then retest your action again. Does it still come up with that error?
Hey Everyone. I changed the order set up to be a little different. But I’m still running into an error. here are my steps and proof.
So I switched from payment to order. When I did that, I found the contacts email. From there I tried searching for the email, and clients first name. But it couldn’t find those results in keap. I searched in keap and found the client and confirmed their information is completely accurate.
Hey there, @TheWellnessCenter! Thanks for sharing those screenshots - they’re super helpful.
Currently it looks like we have an email value in the search “Field”.
Are you able to click that dropdown and select the field you’d like to search by? It sounds like you may want to locate a contact in Keap using their email address so it might look something like this:
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