Integrate Square with Jetpack CRM
Send information between Square and Jetpack CRM automatically, without writing any code, using Zoho Flow.
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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.
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What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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