Create integrations between Square and Solve CRM
Create a Company in Solve360 when New Customer Created in Square
Create a Contact in Solve CRM when New Customer Created in Square
Create a Company in Solve360 when New Payment Created in Square
Create a Contact in Solve CRM when New Payment Created in Square
Create a Company in Solve360 when Payment Updated in Square
Create a Contact in Solve CRM when Payment Updated in Square
Create a Company in Solve360 when New Order in Square
Create a Contact in Solve CRM when New Order in Square
Create a Company in Solve360 when Order Updated in Square
Create a Contact in Solve CRM when Order Updated in Square
Actions and Triggers
When this happensTriggers
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.
New Order
Triggers when a order is created.
Order Updated
Triggers when a order is updated.
Customer Updated
Triggers when a customer is updated.
Do thisActions
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
Remove Customer From Group
Removes a customer from a group.
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
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Frequently Asked Questions
About 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.
Learn MoreAbout Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn More
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