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Set up your first integration
Quickly connect FreeAgent to Square with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate FreeAgent with Square - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from FreeAgent.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects FreeAgent and Square, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when you add a new contact.
Try ItTriggerPolling - ProjectRequired
Try ItTriggerPolling- Organisation Name
- First Name
- Last Name
- Email
- Phone Number
- Address (Line 1)
- Address (Line 2)
- Town
- Region
- Postcode
- Country
ActionWrite- New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling
- Status
Try ItTriggerPolling- New User
Triggers when a new user is added.
Try ItTriggerPolling - ProjectRequired
- NameRequired
- StatusRequired
- Is Billable?
- Billing Rate
- Billing Period
ActionWrite- Item Type
Try ItTriggerPolling
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Practical ways you can use FreeAgent and Square
Sync Square payments with FreeAgent invoices
When a payment is completed through Square, Zapier automatically creates a corresponding invoice in FreeAgent. This helps business owners keep their accounting software up-to-date without manual data entry and ensures accurate bookkeeping.
Business Owner
Track Square invoices in FreeAgent
When a new invoice is created in Square, Zapier automatically adds the data to FreeAgent. This workflow eliminates manual invoice entry, increasing accuracy and centralizing financial records for IT.
ITLearn how to automate Square on the Zapier blog
Frequently Asked Questions about FreeAgent + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with FreeAgent and Square
What is the process for integrating FreeAgent with Square using Zapier?
To integrate FreeAgent with Square using our platform, you need to set up a Zap that connects the two applications. You'll configure triggers and actions based on your business needs, like triggering an action in FreeAgent when a new transaction occurs in Square.
Can I automatically create an invoice in FreeAgent when a payment is received in Square?
Yes, you can set up a Zap where the trigger is a payment received in Square, and the action is to create an invoice in FreeAgent. This ensures accurate accounting without manual data entry.
Is it possible to update contacts in FreeAgent when there's a new customer in Square?
Absolutely! You can create a Zap that uses the 'New Customer' trigger from Square and sets the 'Update Contact' action within FreeAgent.
Do I need any technical skills to set up this integration?
No special technical skills are needed. Our platform guides you through selecting triggers and actions for your desired workflow between FreeAgent and Square.
How frequently does data sync between FreeAgent and Square once they're integrated?
Data sync frequency depends on how you've configured your Zap. Typically, each trigger event from Square will prompt an immediate action within FreeAgent, allowing near real-time integration.
Can I create multiple Zaps for different workflows between FreeAgent and Square?
Yes, you're not limited to one Zap. Multiple Zaps can be created for distinct workflows or processes so you can fully tailor how data is synchronized between FreeAgent and Square.
What support resources are available if I encounter issues during setup?
We offer extensive online documentation, tutorials, and community support forums where you can find answers or seek help if you run into issues while setting up your integration.
