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Zapier makes it easy to integrate Microsoft Outlook with Square - no code necessary. See how you can get setup in minutes.
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Help
Microsoft Outlook
Microsoft Outlook
1. Choose trigger event
Square
Square
2. Choose action
1. Select the event
Setup
Test
Microsoft Outlook
Choose a trigger event
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.
Create a new record or update an existing record in your app.
Inventory Change Type
Required
Location
Required
Catalog Object
Required
Quantity
Required
Ignore unchanged counts
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Location
Required
Order ID
Required
Customer ID
Required
Accepted_payment_methods
Required
Payment due date
Required
Tipping enabled
Invoice title
Invoice number
Description
Delivery method
Required
Scheduled at
Date of sale
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Payment
Required
Refund amount
Reason
Team member
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Help_text
Location
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer ID
Required
First Name
Last Name
Email_address
Phone_number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Reference ID
Birthday
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer_id
Action
This is an event a Zap performs.
Search
Find existing data in your app
Location
Required
Field_help
Customer
Fulfillment_state
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Location
Required
Field_help
Customer
Fulfillment_state
Status
Customer ID
External Identifier
Source
Ticket Name
Quantity
Amount
Currency
Catalog Item Variation ID
Note
Unique Identifier
Amount Discounted
Amount Discounted Currency
Name
Percentage
Type
Unique Identifier
Name
Percentage
Type
Unique Identifier
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft Outlook and Square with AI agents and code
Beyond Zap workflows. Call Microsoft Outlook and Square actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Outlook and Square actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Attendees to Calendar Event
Add Customer to Group
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
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.
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.
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.
Learn how to automate Microsoft Outlook on the Zapier blog
Learn how to automate Square on the Zapier blog
Make work flow with AI
Level up your Microsoft Outlook to Square integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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.
