Get IFTTT notification for every new Square order
How this automation works
Create up-to-date customer records in Square to keep your customer list synced with your finances. The Applet runs when a new transaction is added in You Need A Budget and creates a customer in Square using the transaction details. Great for small businesses and sellers who want to reconcile sales, track repeat buyers, or centralize contacts between You Need A Budget and Square.
If
Trigger ingredients
Amount
Date
PayeeName
CategoryName
Memo
AccountName
Approved
Cleared
Then
Action fields
email_address
first_name
last_name
nickname
phone_number
company
street_address
apt_suite
city
state
zip
country
Services used in this Applet
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Create your own YNAB (You Need A Budget) and Square workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
10 triggers, queries, and actions
Account balance is low
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an account balance drops below your specified threshold.
Category overspent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when spending in a category exceeds the budgeted amount for the current month.
New Customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new customer is created for the Square store
New Order
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new order is processed for the Square store
New transaction
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new transaction is added to your plan.
List accounts
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Returns a list of accounts for a YNAB plan.
List categories
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Returns a list of categories for a YNAB plan.
List plans
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Returns a list of your YNAB plans.
Create a transaction
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action creates a new transaction in your YNAB plan.
Create Customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action creates a customer in the Square account
Account balance is low
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an account balance drops below your specified threshold.
Category overspent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when spending in a category exceeds the budgeted amount for the current month.
Create a transaction
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action creates a new transaction in your YNAB plan.
Create Customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action creates a customer in the Square account
List accounts
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Returns a list of accounts for a YNAB plan.
List categories
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Returns a list of categories for a YNAB plan.
List plans
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Returns a list of your YNAB plans.
New Customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new customer is created for the Square store
New Order
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new order is processed for the Square store
New transaction
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new transaction is added to your plan.
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
More on YNAB (You Need A Budget) and Square
About YNAB (You Need A Budget)
YNAB is a personal budgeting app that helps you gain total control of your money, break the paycheck-to-paycheck cycle, and get out of debt.
YNAB is a personal budgeting app that helps you gain total control of your money, break the paycheck-to-paycheck cycle, and get out of debt.
About Square
Square is the simplest way to accept credit card payments and has all the features you need to create a seamless payment experience between you and your customers.
Square is the simplest way to accept credit card payments and has all the features you need to create a seamless payment experience between you and your customers.