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FreshBooks New client created. Square Create Customer.

Create Square customer from new FreshBooks client

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How this automation works

Create a Square customer automatically from each new FreshBooks client to keep contact records synchronized. The Applet runs whenever FreshBooks creates a client and uses their contact details to populate a customer in your Square account. Ideal for small businesses, bookkeepers, and retailers who invoice with FreshBooks and accept payments with Square to avoid duplicate data entry.

If
FreshBooks icon
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 client is created in FreshBooks.
ClientId Organization ClientEmail ClientPhone ClientAddress CreatedAt
Then
Square icon
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
email_address first_name last_name nickname phone_number company street_address apt_suite city state zip country

Services used in this Applet

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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new client is created in FreshBooks.

New Customer

Pro icon
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 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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created in your FreshBooks account.

New Order

Pro icon
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

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 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a payment is received against an invoice in FreshBooks.

Look up invoice by ID

Pro plus icon
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

Pro plus icon
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

Pro plus icon
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

Pro icon
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

Pro icon
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an invoice is updated in FreshBooks, including status changes such as sent, viewed, or paid.

Look up invoice by ID

Pro plus icon
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

Pro plus icon
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new client is created in FreshBooks.

New Customer

Pro icon
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 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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created in your FreshBooks account.

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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.

Explore FreshBooks

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.

Explore Square

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