Asana + Square

Manage new Square invoices by creating tasks in Asana

Create tasks in Asana effortlessly every time a new invoice is generated in Square. This workflow simplifies tracking and organizing your invoices, ensuring that you never miss out on any financial details. It's an ideal solution for businesses looking to streamline their accounting and task management processes, making financial tasks less tedious and more efficient.

When this happens...
New Invoice
Triggers when a new invoice is added.
TriggerScheduled
automatically do this!
Create Task
Adds a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- LocationRequired
- Order Status
Trigger
Scheduled
Try It
- Customer IDRequired
- GroupRequired
Action
Write
- Inventory Change TypeRequired
- LocationRequired
- Catalog ObjectRequired
- QuantityRequired
- Ignore unchanged counts
Action
Write

- LocationRequired
- Order IDRequired
- Customer IDRequired
- Accepted Payment MethodsRequired
- Payment due dateRequired
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery methodRequired
- Scheduled at
- Date of sale
Action
Write
- PaymentRequired
- Refund amount
- Reason
- Team member
Action
Write

- Help Text
- LocationRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Field Help
- Email Address
- Phone Number
- Reference ID
Action
Search
- Field Help
- Text Filter
- Location
Action
Search
- Field Help
- Email Address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write
- Workspace
- Project
Trigger
Scheduled
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- ProjectRequired
- Task
- Workspace
Trigger
Scheduled
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- Workspace / OrganizationRequired
Trigger
Scheduled
Try It
- Workspace / Organization
Trigger
Scheduled
Try It
- Task IDRequired
- WorkspaceRequired
- ProjectRequired
- SectionRequired
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
- Tag
- NameRequired
- Task Fields
Action
Write
- Workspace / OrganizationRequired
- ProjectRequired
- Section NameRequired
- Section to Insert After
- Section to Insert Before
Action
Write
- WorkspaceRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Write
- WorkspaceRequired
- ProjectRequired
- TaskRequired
- TextRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- WorkspaceRequired
- ProjectRequired
- Section NameRequired
Action
Search
- Task IDRequired
Action
Search
- Workspace
- Email Address or IDRequired
Action
Search
- ProjectRequired
- Task NameRequired
- WorkspaceRequired
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Search or write
- Task IDRequired
- WorkspaceRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Search or write

- Item Type
Trigger
Scheduled
Try It
- LocationRequired
Trigger
Scheduled
Try It
- Location
Trigger
Scheduled
Try It
- LocationRequired
- Team Member IDRequired
- Customer IDRequired
- Date and Time of AppointmentRequired
- Appointment Service IDRequired
- Note
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference Id
Action
Write
- LocationRequired
- Customer ID
- External Identifier
- Buyer Email Address
- Payment TypeRequired
- Payment Note
- QuantityRequired
- AmountRequired
- CurrencyRequired
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer IDRequired
- GroupRequired
Action
Write
- Customer IDRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer Id
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
Action
Search
- LocationRequired
- Field Help
- Customer
- Fulfillment State
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- Workspace / Organization
Trigger
Scheduled
Try It
- ProjectRequired
- Workspace
Trigger
Scheduled
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Scheduled
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
- Disclaimer
Trigger
Instant
Try It
New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Scheduled
Try It
- ProjectRequired
- TaskRequired
- FileRequired
Action
Write
- Workspace or Organization
- Project TemplateRequired
- Project NameRequired
- Make Public?Required
Action
Write
- Parent Task IDRequired
- WorkspaceRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Write
- WorkspaceRequired
- Team
- NameRequired
- NotesRequired
Action
Write
- Task IDRequired
- Mark Task as complete?
- Mark Task as liked?
- Name
- Assignee
- Followers
- Tags
- Description
- Is the description rich text?
- Custom Field Info
- WorkspaceRequired
Action
Write
- Workspace
- NameRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
Action
Search
- Premium User Help Text
- WorkspaceRequired
- Projects (Any)
- Text
- Is Subtask?
- Is Completed?
- Sort By
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Resource Subtype
- Custom Fields Help Text
Action
Search
- WorkspaceRequired
- NameRequired
- Team
- NotesRequired
Action
Search or write
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Search or write

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

Learn more Help

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About Square

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.

Learn more Help

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PRODUCTS

CAPABILITIES

By team

Asana + Square

Manage new Square invoices by creating tasks in Asana

New Appointment

New Customer

New Order

Order Status

Add Customer to Group

Customer IDRequired

GroupRequired

Change Inventory

Inventory Change TypeRequired

LocationRequired

Catalog ObjectRequired

QuantityRequired

Ignore unchanged counts

Create Invoice

LocationRequired

Order IDRequired

Customer IDRequired

Accepted Payment MethodsRequired

Payment due dateRequired

Tipping enabled

Invoice title

Invoice number

Description

Delivery methodRequired

Scheduled at

Date of sale

Refund Payment

PaymentRequired

Refund amount

Reason

Team member

Send Invoice

Help Text

LocationRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Customer

Field Help

Email Address

Phone Number

Reference ID

Find Service

Field Help

Text Filter

Location

Find Customer

Field Help

Email Address

Phone Number

Reference ID

First Name

Last Name

Country

Street Address

Apt./Suite

City

State

ZIP

Other

Company

Nickname

Completed Task

Workspace

Project

New Comment on a Task

WorkspaceRequired

ProjectRequired

New Story

ProjectRequired