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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Created
Triggers when a new customer is created.
New Payment Created
Triggers when a new payment is created.
Payment Updated
Triggers when a payment is updated.
Order Updated
Triggers when a order is updated.
Customer Updated
Triggers when a customer is updated.
Refund Created
Triggers when a refund is created.
Do thisActions
Action is the task that follows automatically within your Helpwise integrations.
Assign Conversation
Assign Conversation to User
Add Note
Adds a Note in the Conversation
Create Contact
Create your contact in Helpwise from your favorite app.
Update a Customer
Update an existing customer
Add customer to a group
Add a customer to a specified group
Create Customer
Create a new customer
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Frequently Asked Questions
To start, connect both your Helpwise and Square accounts to viaSocket. Once connected, you can set up a workflow where an event in Helpwise triggers actions in Square (or vice versa).
Absolutely. You can customize how Helpwise data is recorded in Square. This includes choosing which data fields go into which fields of Square, setting up custom formats, and filtering out unwanted information.
The data sync between Helpwise and Square typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Helpwise and Square. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Helpwise
Helpwise is a collaborative shared inbox platform designed to streamline team communication and enhance customer support. It allows teams to manage emails, SMS, WhatsApp, and other communication channels from a single interface, improving efficiency and response times.
Learn MoreAbout Square
Square is a comprehensive platform that offers a range of tools and services for businesses, primarily focusing on payment processing, point-of-sale solutions, and financial services.
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