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Microsoft Teams + Square

Send channel messages in Microsoft Teams for new customers in Square

Stay on top of your growing business with this Square to Microsoft Teams workflow. Whenever a new customer signs up in Square, a channel message is immediately sent in Microsoft Teams. This allows your team to instantly engage with new customers, enhancing customer relations and keeping everyone in the loop. Fast and effective, this workflow simplifies communication and brings your team closer to your clientele.

Stay on top of your growing business with this Square to Microsoft Teams workflow. Whenever a new customer signs up in Square, a channel message is immediately sent in Microsoft Teams. This allows your team to instantly engage with new customers, enhancing customer relations and keeping everyone in the loop. Fast and effective, this workflow simplifies communication and brings your team closer to your clientele.

  1. When this happens...
    SquareSquare
    New Customer

    Triggers when a new customer is created.

    TriggerPolling
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Bot Message

    Sends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

    • LocationRequired

    • Order Status

    Trigger
    Polling
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Related categories

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square logo

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.

Related categories