Connect Microsoft Outlook and Square to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Outlook to Square with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Outlook with Square - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Outlook.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects Microsoft Outlook and Square, automating your workflow.
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.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling
- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant - Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
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Practical ways you can use Microsoft Outlook and Square
Track new Square customers in Outlook as contacts
When a new customer is added in Square, Zapier will automatically create a new contact in Microsoft Outlook. This saves time on manual entry, ensures all client records are updated, and helps keep communication streamlined.
Business Owner
Email IT team on canceled Square events
Zapier will trigger an email via Microsoft Outlook whenever an appointment is canceled in Square. This helps the IT team monitor scheduling conflicts and manage resource allocation efficiently.
ITGet notified about Square payments in Outlook
Zapier will trigger an email notification via Microsoft Outlook whenever a new payment is completed in Square. This allows marketing teams to stay informed about transactions and adjust campaigns or strategies quickly.
Marketing & Marketing OpsLearn how to automate Microsoft Outlook on the Zapier blog
Learn how to automate Square on the Zapier blog
Frequently Asked Questions about Microsoft Outlook + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Outlook and Square
How can I integrate Microsoft Outlook with Square using Zapier?
You can integrate Microsoft Outlook with Square by using Zapier to create automated workflows called Zaps. These Zaps can automate tasks such as adding a new contact in Square whenever a new contact is created in Outlook or sending an email through Outlook when a transaction is completed in Square.
What triggers are available when integrating Microsoft Outlook with Square?
When integrating Microsoft Outlook with Square, you can utilize triggers such as 'New Email', 'New Calendar Event', and 'New Contact' in Outlook, and actions like 'New Customer' or 'New Transaction' in Square.
Can I send automatic emails from Outlook when a sale is made in Square?
Yes, you can set up a Zap that automatically sends an email via Outlook whenever a new transaction or sale is made in your Square account. This helps keep your communication timely and efficient.
Is it possible to sync calendar events between Microsoft Outlook and transactions on Square?
While direct syncing of calendar events with sales transactions isn't standard, you can create workflows where an event triggered by a transaction (such as booking or appointment confirmation) updates your calendar in Outlook.
Are there any specific actions that I can perform in Square from Microsoft Outlook?
Through integration, you may trigger actions like creating a customer profile or logging sales data into Square when certain events occur within your Microsoft Outlook, such as receiving specific emails or setting calendar meetings.
How do I ensure my data remains secure while integrating these platforms?
Your data security is our top priority. The integration between Microsoft Outlook and Square via Zapier uses encrypted connections to ensure your information stays secure during its transfer between applications.
Does setting up Zaps between Microsoft Outlook and Square require programming skills?
No programming skills are necessary. Our platform allows for easy setup using a few simple steps within our interface without any need for coding. You simply have to choose triggers and actions for your workflow.
