Get IFTTT notification for every new Square order
How this automation works
Create You Need A Budget transactions automatically to keep your budget and sales records in sync. The Applet runs when Square processes a new order and adds a transaction to You Need A Budget with the order amount, payee, date, and memo. Ideal for small retailers using Square and You Need A Budget who want to reconcile sales, track income, and reduce manual bookkeeping.
If
Trigger ingredients
OrderId
OrderStatus
LocationName
TotalMoney
TaxMoney
DiscountMoney
TipMoney
ServiceChargeMoney
Currency
LineItem1Name
LineItem2Name
LineItem3Name
LineItem1Quantity
LineItem2Quantity
LineItem3Quantity
CustomerFirstName
CustomerLastName
CustomerEmailAddress
CustomerPhoneNumber
CustomerAddressLine1
CustomerAddressLine2
CustomerAddressCity
CustomerAddressState
CustomerAddressZip
CustomerAddressCountry
CustomerId
CustomerReferenceId
CreatedAt
Then
Action fields
account_id
amount
payee_name
category_id
memo
date
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.