Full list

Supported Triggers & Actions

Everything you can automate between invoicexpress and Square.

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer Created

New Customer Created

Triggers when a new customer is created.

New Payment Created

New Payment Created

Triggers when a new payment is created.

Payment Updated

Payment Updated

Triggers when a payment is updated.

Order Updated

Order Updated

Triggers when a order is updated.

Customer Updated

Customer Updated

Triggers when a customer is updated.

Refund Created

Refund Created

Triggers when a refund is created.

Do thisActions

Action is the task that follows automatically within your invoicexpress integrations.

Get an Invoice Details

Get an Invoice Details

Get an invoice details from invoicexpress.

Get a Item Details

Get a Item Details

Get full details of the selected item.

Get a Client Details

Get a Client Details

get a client details from the InvoicExpress

Create Client

Create Client

create client for InvoicExpress

Delete Item

Delete Item

Delete items from the invoicexpress.

Finalize Invoice-Receipt

Finalize Invoice-Receipt

Finalizes an existing invoice

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Frequently Asked Questions

How do I connect invoicexpress and Square?

Sign up for a free viaSocket account, then authorize both your invoicexpress and Square accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between invoicexpress and Square as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from invoicexpress to Square?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Square. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where invoicexpress triggers actions in Square, and a separate workflow where Square triggers actions in invoicexpress. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between invoicexpress and Square. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire invoicexpress and Square integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.