Latenode
Square
Asana

Sync Square invoices to Asana tasks for seamless accounting

This automation allows businesses to streamline their accounting and task management processes by automatically creating new tasks in Asana whenever a new invoice is generated in Square.

By integrating these two platforms, users can easily track and organize their invoices, ensuring that no financial details are missed. The workflow simplifies the process of managing invoices, making it less tedious and more efficient. Users can customize the task details, such as the name, description, assignee, and tags, to suit their specific needs.

Updated Apr 2, 2026Est. run: 8sEst. cost: $0.0005
How Latenode estimates time and cost

Latenode bills workflow runs in credits: 1 credit = 30 seconds of processing. Minimum charge per run depends on your plan. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.

Full pricing — how credits work →
Documents & invoicing

Workflow preview

What this template does

  • Automatically creates a new Asana task when a new Square invoice is generated
  • Extracts invoice details from Square and populates the Asana task fields
  • Allows customization of the Asana task name, description, assignee, and tags
  • Enables centralized tracking and organization of invoices across Square and Asana
  • Generates an Asana task for each new invoice to ensure no financial details are missed

How it works

1
Trigger

Trigger: New Square Invoice

This automation is triggered whenever a new invoice is generated in Square. The workflow starts by monitoring the Square invoicing system for new invoices.

2
Action

Action: Create Asana Task

When a new invoice is detected in Square, the automation creates a new task in Asana with the invoice details. This allows the user to easily track and organize their invoices within Asana.

3
Logic

Customize Task Details

The automation transforms the invoice data from Square into the appropriate fields for the new Asana task, such as the task name, description, assignee, and tags. Users can customize these details to match their specific needs and preferences.

Setup guide

1

Add Square Credential

Add your Square API credential in the Latenode Credentials panel. This allows the workflow to securely connect to your Square account and access invoice data.

2

Add Asana Credential

Add your Asana API credential in the Latenode Credentials panel. This allows the workflow to securely connect to your Asana account and create new tasks.

3

Configure New Invoice Trigger

In the Latenode visual builder, add a 'New Invoice' trigger node. This node will monitor your Square account for new invoices and kick off the workflow.

4

Map Invoice Details to Asana Task

In the Latenode visual builder, add an 'Create Task' action node. Configure this node to map the relevant invoice details (such as invoice number, customer, amount) to the Asana task fields (name, description, assignee, tags).

5

Review and Deploy Workflow

Review your workflow in the Latenode builder to ensure all the nodes and connections are set up correctly. When you're ready, deploy the workflow to start automatically creating Asana tasks from new Square invoices.

Requirements

Obtain a Square developer account and API credentials
Obtain an Asana developer account and API credentials
Integrate the Square and Asana APIs using a workflow automation tool like Zapier
Configure the automation to listen for new invoice events in Square and create corresponding tasks in Asana
Customize the Asana task details, such as the name, description, assignee, and tags, to match your business requirements

FAQ

Common questions about this template

Each run uses credits on your Latenode plan. We charge for processing time (1 credit = 30 seconds). Your actual cost depends on your plan and how long the run takes. See pricing plans for plans and how credits work.
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