Integrating Square with Helpwise by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Square and Helpwise

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About Square

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.

About Helpwise

Helpwise lets you manage all your shared inboxes in one place. It provides a complete overview of all your team's emails and enables you to collaborate with your team members, assign tasks, and organize email conversations.

Integrations for Helpwise
Connect Square + Helpwise in easier way

It's easy to connect Square + Helpwise without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Appointment

    Triggers when a new appointment is created.

  • New Customer

    Triggers when a new customeer occurred.

  • New Order

    Triggers when a new order is created.

  • New Paid Invoice

    Triggers when a invoice is paid is created

  • New Transaction

    Triggers when a new transaction is processed.

  • Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

  • Add Note

    Add note in Helpwise.

  • Create Contact

    Creates a Contact

  • Send email

    Send email in Helpwise.

How Square & Helpwise Integrations Work

  1. Step 1: Choose Square as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Helpwise as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Square to Helpwise.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:34 am
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