Square + Wealthbox CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Square and Wealthbox CRM, with as many as 28 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Square + Wealthbox CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Customer

Triggers when a new customer is created.

Create Contact

Creates a new contact.

New Transaction

Triggers when a new transaction is processed.

Create Event

Creates a new event.

New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Event

Triggers when a new event is created.

Create Customer

Creates a customer.

New Contact

Triggers when a new contact is created.

Create Project

Creates a new project.

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Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

See Wealthbox CRM Integrations