Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.Wealthbox CRM Integrations
It's easy to connect Square + Wealthbox CRM without coding knowledge. Start creating your own business flow.
Triggers when a new customeer occurred.
Triggers when a new transaction is processed.
Triggers when a new comment is created.
Triggers when a new contact is created.
Triggers when a new event is created.
Triggers when a new note is created.
Triggers when a new opportunity is created.
Triggers when a new project is created.
Triggers when a new workflow is created.
Creates a customer.
Creates an order.
Adds a new family member to a household.
Creates a new contact.
Creates a new event.
Create a new household
Creates a new note.
Creates a new opportunity.
Creates a new project.
Creates a new task.
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.