1.Detect new customer event
Integrate Square and POS customer feeds to detect new customer records and capture contact fields and the created timestamp.
Add new buyers to your loyalty audience list
Automatically detect new POS customers across Square and Ostana. Create and update when new customer record created, first purchase captured, or contact details received—so you can add loyalty profiles, qualify loyalty audiences, and normalize contact fields without manual exports.
How this automation grows your loyalty audience list
When a new point-of-sale customer appears, missed imports can slow welcome and rewards campaigns. This automation captures new customers in Square, filters and normalizes records, and creates or adds profiles in Ostana—so your team runs campaigns without manual exports.
Squareor swap with your favorite app
2.Qualify customer records
Integrate Filter by Zapier and data validation tools to qualify records so only email or phone present customers continue.
Filter von Zapieror swap with your favorite app
3.Normalize contact fields
Integrate Formatter by Zapier and contact normalization tools to format phone to E.164 and clean name fields for consistent profiles.
Formatter von Zapieror swap with your favorite app
4.Create customer profile
Integrate Ostana and loyalty audience tools to create customers or add them to the right audience profile for onboarding.
Ostanaor swap with your favorite app
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Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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