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Connect Freshdesk to Square

Use 4 documented Freshdesk triggers to run 6 documented Square actions.

4 source triggers
6 target actions
Reverse direction supported

Why Connect Freshdesk & Square?

Start with a Freshdesk event

Choose from 4 documented triggers, including Contact Updated, New Contact Created, New Ticket Created.

Run a Square action

Send the event into one of 6 documented actions, such as Create Customer, Create Invoice, Create Order.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Freshdesk

Triggers (4)

Contact Updated

Emit new event when a contact is updated. See the documentation

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New Contact Created

Emit new event when a contact is created. See the documentation

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New Ticket Created

Emit new event when a ticket is created. See the documentation

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Ticket Updated

Emit new event when a ticket is updated. See the documentation

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Actions (24)

Add Note to Ticket

Add a note or conversation to an existing ticket. See the documentation.

Add Ticket Tags

Add tags to a ticket (appends to existing tags). See the documentation

Assign Ticket to Agent

Assign a Freshdesk ticket to a specific agent. See the documentation.

Assign Ticket to Group

Assign a Freshdesk ticket to a specific group See the documentation.

Close Ticket

Set a Freshdesk ticket's status to 'Closed'. See docs

Create a Company

Create a company. See the documentation

Create a Contact

Create a contact. See the documentation

Create a Reply

Create a reply to a ticket. See the documentation.

Create a Thread

Create a thread to a ticket. See the documentation.

Create a Ticket

Create a ticket. See the documentation

Create Agent

Create an agent in Freshdesk. See the documentation

Create Message For Thread

Create message for a thread. See the documentation.

Create Solution Article

Create a solution article in Freshdesk. See the documentation

Create Ticket Field

Create a ticket field in Freshdesk. See the documentation

Delete Solution Article

Delete a solution article in Freshdesk. See the documentation

Download Attachment

Download an attachment from a ticket. See the documentation

Forward Ticket

Forward a ticket to an external email address. See the documentation.

Get Agent

Retrieve a single agent by their ID. See the documentation

Get Canned Response

View a Canned Response. See the documentation

Get Canned Responses In A Folder

View all the details of canned responses in a folder. See the documentation

Get Contact

Get a contact from Freshdesk. See the documentation

Get Solution Article

Get a solution article in Freshdesk. See the documentation

Get Ticket Details

Get details of a Ticket. See the documentation

List Agent Options

Retrieves available options for the Agent field.

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Square

Triggers (5)

Catalog Item Updated

Emit new event every time a catalog item is updated. See the docs

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New Booking Created

Emit new event for every new booking created. See the docs

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New Customer Created

Emit new event for every new customer created. See the docs

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New Invoice Created

Emit new event for every new invoice created. See the docs

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New Order Created

Emit new event for every new order created. See the docs

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Actions (6)

Create Customer

Creates a new customer for a business. Must provide at least one of the following: Given Name, Family Name, Company Name, Email Address, or Phone Number. See the docs.

Create Invoice

Creates a draft invoice for an order. You must send (publish) the invoice before Square can process it. See the documentation.

Create Order

Creates a new order that can include information about products for purchase. See docs here.

List Location Options

Retrieves available options for the Location field.

List Webhook Event Types Options

Retrieves available options for the Webhook Event Types field.

Send Invoice

Publishes the latest version of a specified invoice. See the docs.

Integration Features

4 documented Freshdesk triggers
6 documented Square actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Square to Freshdesk direction

Capability Examples

Freshdesk trigger → Square action

Catalog example
FreshdeskFreshdesk

Contact Updated

SquareSquare

Create Customer

Square trigger → Freshdesk action

Reverse direction
SquareSquare

Catalog Item Updated

FreshdeskFreshdesk

Add Note to Ticket

How It Works

1

Connect Apps

Authenticate your Freshdesk and Square accounts

2

Choose a Trigger

Select a documented Freshdesk event

3

Choose an Action

Select the documented Square operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 4 documented Freshdesk triggers.

Automated Actions

Run one of 6 documented Square actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Square to Freshdesk for bidirectional automation

View Integration
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All Freshdesk Integrations

Explore all available Freshdesk connections

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All Square Integrations

Explore all available Square connections

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