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How Zapier works
Zapier makes it easy to integrate InvestorBase with Square - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Buyer Export Event" from InvestorBase.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects InvestorBase and Square, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
Try ItTriggerInstant - New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling - New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - LocationRequired
- Order Status
Try ItTriggerPolling
- Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
Try ItTriggerInstant - Item Type
Try ItTriggerPolling- LocationRequired
Try ItTriggerPolling- Location
Try ItTriggerPolling
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