FreeAgent + Square

Create tasks in FreeAgent for new payments in Square

Keep your financial tasks organized without lifting a finger. With this automation, each time a new payment is received in your Square account, a corresponding task will be created in FreeAgent. Now, staying on top of your financial records just got a whole lot easier.

Keep your financial tasks organized without lifting a finger. With this automation, each time a new payment is received in your Square account, a corresponding task will be created in FreeAgent. Now, staying on top of your financial records just got a whole lot easier.

  1. When this happens...
    SquareSquare
    New Payment

    Triggers when a new payment is created.

    TriggerScheduled
  2. automatically do this!
    FreeAgentFreeAgent
    Create Task

    Triggers when a new task is added.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

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

    New Appointment

    Triggers when a new appointment is created.

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

    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
    • 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
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

Similar apps

PayPal integrationsPayPal integrations

PayPal

Payment Processing
Shopify integrationsShopify integrations

Shopify

eCommerce
Epos Now integrationsEpos Now integrations

Epos Now

Payment Processing