Integrate Square with Capsule CRM
Send information between Square and Capsule CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Square and Capsule 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
Payment created
Triggers when a new payment is created
Order created
Triggers when a new order is created
New Person
Triggers when a new person is created on Capsule CRM
New Task
Triggers when a new open task is created
New User
Triggers when a new user is added
New Case
Triggers when a new case is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Create item
Creates a new item
Create order
Create a new order
Create invoice
Creates a new invoice
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 inventory stock
Fetches the details of an existing inventory variant
Fetch tax
Fetches the tax details of an item using ID or name
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
Create Person
Creates a new person on Capsule CRM
Create Case
Creates a new case
Create Task
Creates a new task
Create Opportunity
Creates a new opportunity
Find person
Finds the details of the specified person by ID
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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