Connect Microsoft Office 365 and Square to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Office 365 to Square with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Office 365 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 Office 365.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects Microsoft Office 365 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- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling- Parent Folder
- Child Folder
Try ItTriggerPolling
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Connect Microsoft Office 365 and Square to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Office 365 on the Zapier blog
Learn how to automate Square on the Zapier blog
Frequently Asked Questions about Microsoft Office 365 + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and Square
What is required to set up an integration between Microsoft Office 365 and Square?
To set up the integration, you will need active accounts on both Microsoft Office 365 and Square. Ensure you have administrative access to configure the settings. Our platform will guide you through connecting both services by linking your accounts securely.
How often does data sync between Microsoft Office 365 and Square with this integration?
The frequency of data synchronization depends on the triggers and actions you've set up. For instance, if a new event in your Square account is used as a trigger for creating a calendar event in Microsoft Office 365, it will initiate as soon as the event occurs in Square.
Can I customize which data gets transferred between Microsoft Office 365 and Square?
Yes, you can define specific triggers and actions during setup that determine what data gets transferred. For example, you might set a trigger for when a new appointment is scheduled in Square to create or update a contact entry in Outlook.
Is there a limit on the number of actions I can automate using this integration?
There is no enforced limit on our side; however, performance may vary based on the number of automated tasks and actions you configure. It's advisable to prioritize critical automations for optimal efficiency.
What are some common triggers available when integrating Microsoft Office 365 with Square?
Common triggers include receiving new payments or bookings in Square that can lead to creating events in your Outlook calendar or adding entries to an Excel spreadsheet.
Are there security measures in place for data exchanged between Microsoft Office 365 and Square?
Absolutely, we utilize secure OAuth authentication during setup to protect your information. Data transmission is encrypted, ensuring secure interactions between both platforms.
Can I receive notifications from Microsoft Office 365 when certain events occur in my Square account?
Yes, you can configure triggers such as receiving a notification email whenever there's a new transaction or booking made through your Square account via Outlook’s email service.
