Integrate Square with Jetpack CRM

Send information between Square and Jetpack CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Square and Jetpack CRM

Connect Square and Jetpack 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 Jetpack 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

Customer created

Triggers when a new customer is created

Order created

Triggers when a new order is created

Payment created

Triggers when a new payment is created

Invoice updated

Triggers when the details of an existing invoice is updated

Quote created

Triggers when a new quote is created

Invoice created

Triggers when a new invoice is created

Contact created

Triggers when a new contact is created

Transaction created

Triggers when a new transaction is created

Contact updated

Triggers when the details of an existing contact is updated

Company created

Triggers when a new company is created

Contact status updated

Triggers when the status of an existing contact is updated

Quote accepted

Triggers when an existing quote is accepted

All Actions - Actions are the automated tasks

Create order

Create a new order

Create item

Creates a new item

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Update customer

Updates the details of an existing customer using customer ID

Update item

Updates the details of an existing item

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 customer

Fetches the details of an existing customer

Fetch item

Fetches the details of an item using ID or name

Fetch inventory stock

Fetches the details of an existing inventory variant

Fetch tax

Fetches the tax details of an item using ID or name

Add or update contact

Adds a new contact or updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Fetch quote

Fetches the details of an existing quote

What is Square?

Square is payment processing software with features such as categorization of items, inventory management, and sales history.

What is Jetpack CRM?

Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.

CRM WordPress Plugins

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

Owain ap Rees

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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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