Integrate Square with Wealthbox CRM
Send information between Square and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
Build your own integrations between Square and Wealthbox CRM
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Supported triggers and actions
Integrate Square and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Item variant created or updated
Triggers when a new item variant is created or details of an existing one are updated
Item created or updated
Triggers when a new item is created or details of an existing one are updated
Customer created
Triggers when a new customer is created
Inventory adjustment made
Triggers when a new inventory adjustment is made
Order created
Triggers when a new order is created
Payment created
Triggers when a new payment is created
New opportunity
Triggers when a new opportunity is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New contact
Triggers when a new contact is created
New workflow
Triggers when a new workflow is created
All Actions - Actions are the automated tasks
Create quick pay payment link
Creates a new quick pay payment link
Create order payment link
Creates a new order payment link
Create invoice
Creates a new invoice
Create item
Creates a new item
Create order
Create a new order
Create customer
Creates a new customer
Update item
Updates the details of an existing item
Update customer
Updates the details of an existing customer using customer ID
Fetch discount
Fetches the details of a discount using ID or name
Fetch item
Fetches the details of an item using ID or name
Fetch customer
Fetches the details of an existing customer
Fetch item variant
Fetches the details of an item variant using ID or SKU
Fetch tax
Fetches the tax details of an item using ID or name
Fetch inventory stock
Fetches the details of an existing inventory variant
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Create project
Creates a new project
Create task
Creates a new task
Fetch contact
Fetches a contact by email
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
Similar apps
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
