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Integrate FreeAgent with Square to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate FreeAgent with Square - no code necessary. See how you can get setup in minutes.

Select a trigger from FreeAgent

A trigger is an event that starts your Zap and runs the workflow. For example, with FreeAgent, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Square

An action is what takes place after the automation is triggered. For example, with Square, the action could be "Add Customer to Group."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected FreeAgent to Square

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect FreeAgent to Square with a Zapier template.

Our most popular template

Create tasks in FreeAgent for new catalog items in Square
Details
Try it
Square + FreeAgent
Create new Square customers from new FreeAgent contacts
Details
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FreeAgent + Square
Create tasks in FreeAgent for new payments in Square
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Square + FreeAgent
Create FreeAgent contacts from new Square customers
Details
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Square + FreeAgent

Create tasks in FreeAgent for new catalog items in Square

Square + FreeAgent

Create new Square customers from new FreeAgent contacts

FreeAgent + Square

Create tasks in FreeAgent for new payments in Square

Square + FreeAgent

Create FreeAgent contacts from new Square customers

Square + FreeAgent

Make work flow with AI

Level up your FreeAgent to Square integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

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.

Connect FreeAgent and Square to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect FreeAgent and Square to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.
Trigger
Scheduled
Try It
- Project
  Required
Trigger
Scheduled
Try It
- Organisation Name
- First Name
- Last Name
- Email
- Phone Number
- Address (Line 1)
- Address (Line 2)
- Town
- Region
- Postcode
- Country
Action
Write
New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It

- Location
  Required
- Order Status
Trigger
Scheduled
Try It
- Customer ID
  Required
- Group
  Required
Action
Write

- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write
- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team Member ID
  Required
Action
Write
- Help_text
- Location
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Field_help
- Email_address
- Phone Number
- Reference_id
Action
Search
- Field_help
- Text Filter
- Location
  Required
Action
Search
- Field_help
- Email_address
- Phone Number
- Reference_id
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write

- Status
Trigger
Scheduled
Try It
New User
Triggers when a new user is added.
Trigger
Scheduled
Try It
- Project
  Required
- Name
  Required
- Status
- Is Billable?
- Billing Rate
- Billing Period
Action
Write
- Item Type
Trigger
Scheduled
Try It
- Location
  Required
Trigger
Scheduled
Try It
- Location
  Required
Trigger
Scheduled
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
  Required
- Reference_id
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
- Currency
- Line Item Name
- Catalog Object
  Required
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone Number
- Street Address
- Apt./Suite
- State
- County
- Country
- City
- ZIP
- Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone Number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer ID
  Required
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
- Customer ID
  Required
- Reference_id
- Source
- Ticket Name
- Quantity
  Required
- Amount
- Currency
- Catalog Object
  Required
- Other
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write

Learn how to automate Square on the Zapier blog

About FreeAgent

FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing.

Related categories

Accounting

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

Learn more Help

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