Record FreshBooks payment when Square processes a new order
by
2 ready-made FreshBooks and Square Applets
Turn one on, or build your own. FreshBooks can start an automation with "Invoice due soon", and IFTTT can then run "Create Customer" on Square.
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Create your own FreshBooks 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.
16 triggers, queries, and actions
Invoice due soon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when an unpaid FreshBooks invoice is due within the number of days you choose.
Invoice updated
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when an invoice is updated in FreshBooks, including status changes such as sent, viewed, or paid.
New client created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new client is created in FreshBooks.
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 hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new customer is created for the Square store
New expense created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new expense is recorded in FreshBooks.
New invoice created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new invoice is created in your FreshBooks account.
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 hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new order is processed for the Square store
Payment received
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a payment is received against an invoice in FreshBooks.
Look up invoice by ID
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.
This query returns the full details of a FreshBooks invoice by its invoice ID.
Look up payment by ID
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.
This query returns the details of a FreshBooks payment by its payment ID.
Search invoices
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.
This query returns FreshBooks invoices matching a status and optional date range.
Create client
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 will create a new client in FreshBooks.
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
Create expense
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 will record a new expense in FreshBooks. Requires a FreshBooks Plus or Premium plan.
Create invoice
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 will create a new invoice in FreshBooks. Requires a FreshBooks Plus or Premium plan.
Record payment
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 will record a payment against an existing FreshBooks invoice. Requires a FreshBooks Plus or Premium plan.
Create client
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 will create a new client in FreshBooks.
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
Create expense
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 will record a new expense in FreshBooks. Requires a FreshBooks Plus or Premium plan.
Create invoice
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 will create a new invoice in FreshBooks. Requires a FreshBooks Plus or Premium plan.
Invoice due soon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when an unpaid FreshBooks invoice is due within the number of days you choose.
Invoice updated
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when an invoice is updated in FreshBooks, including status changes such as sent, viewed, or paid.
Look up invoice by ID
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.
This query returns the full details of a FreshBooks invoice by its invoice ID.
Look up payment by ID
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.
This query returns the details of a FreshBooks payment by its payment ID.
New client created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new client is created in FreshBooks.
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 hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new customer is created for the Square store
New expense created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new expense is recorded in FreshBooks.
New invoice created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new invoice is created in your FreshBooks account.
Build an automation in seconds!
If
Select a trigger the automation will use
Invoice due soon
Invoice updated
New client created
New Customer
New expense created
New invoice created
New Order
Payment received
Then
Select an action the automation will perform
Create client
Create Customer
Create expense
Create invoice
Record payment
You can add delays, queries, and more actions in the chat.
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How to connect to a FreshBooks automation
Find an Applet using FreshBooks and Square
Find an automation to connect to, or create your own!Connect IFTTT to your accounts
Securely connect the Applet services to your respective accounts.Finalize and customize your Applet
Review trigger and action settings, and click connect. Simple as that!Make more happen with your credits
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FreshBooks and Square tips, tools, and resources
More on FreshBooks and Square
About FreshBooks
FreshBooks is invoicing and accounting software for small businesses and freelancers. Connect FreshBooks to automate invoice workflows, track payments, and sync expense and client data — get notified on new invoices, payments, expenses, and clients, look up invoices and payments, and create invoices, record payments, log expenses, and add clients from your applets.
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.