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
Connect Square and Wealthbox CRM with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Square and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Inventory adjustment made
Triggers when a new inventory adjustment is made
Order created
Triggers when a new order is created
Customer created
Triggers when a new customer is created
Payment created
Triggers when a new payment is created
New note
Triggers when a new note is created
New comment
Triggers when a new comment is created
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New contact
Triggers when a new contact is created
Completed task
Triggers when a task is completed
New project
Triggers when a new project is created
New event
Triggers when a new event is created
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Create customer
Creates a new customer
Create item
Creates a new item
Create order
Create a new order
Update customer
Updates the details of an existing customer using customer ID
Update item
Updates the details of an existing item
Fetch inventory stock
Fetches the details of an existing inventory variant
Fetch tax
Fetches the tax details of an item using ID or name
Fetch item variant
Fetches the details of an item variant using ID or SKU
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
Create task
Creates a new task
Create project
Creates a new project
Create note
Creates a new note
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create event
Creates a new event
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.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Technical Engineer, Master Liveaboards
