FreeAgent + Square

Create new Square customers from new FreeAgent contacts

Keep your customer information up-to-date with this workflow. As you add a new contact in FreeAgent, it promptly leads to a new customer creation in Square. This streamlines the process, eradicating the need for manual data entry and granting you more time to interact with your clients. This strategic approach to customer management minimizes errors and enhances efficiency.

Keep your customer information up-to-date with this workflow. As you add a new contact in FreeAgent, it promptly leads to a new customer creation in Square. This streamlines the process, eradicating the need for manual data entry and granting you more time to interact with your clients. This strategic approach to customer management minimizes errors and enhances efficiency.

  1. When this happens...
    FreeAgentFreeAgent
    New Contact

    Triggers when you add a new contact.

    TriggerScheduled
  2. automatically do this!
    SquareSquare
    Create Customer

    Triggers when a new customer is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • FreeAgent triggers, actions, and search

    New Contact

    Triggers when you add a new contact.

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    Trigger
    Scheduled
    Try It
    • Organisation Name

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Address (Line 1)

    • Address (Line 2)

    • Town

    • Region

    • Postcode

    • Country

    Action
    Write
  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
    • Status

    Trigger
    Scheduled
    Try It
  • FreeAgent triggers, actions, and search

    New User

    Triggers when a new user is added.

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • NameRequired

    • StatusRequired

    • Is Billable?

    • Billing Rate

    • Billing Period

    Action
    Write
    • Item Type

    Trigger
    Scheduled
    Try It
freeagent logo
freeagent logo

About FreeAgent

FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing.

Related categories

  • Accounting
square logo
square logo

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 moreHelp

Related categories

  • eCommerce
  • Payment Processing

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