Square + Acuity Scheduling + Keap Max Classic Integrations
Square + Acuity Scheduling + Keap Max Classic Integrations
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Do even more with Square + Acuity Scheduling + Keap Max Classic
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Square, Acuity Scheduling, and Keap Max Classic. And don’t forget that you can add more apps and actions to create complex workflows.
New Appointment
Triggers when a new appointment is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLocationRequired
Only Active locations listed.
Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustomer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Inventory Change TypeRequired
Use Adjustment for the normal lifecycle of buying/selling goods. Use Physical Count when a manual count reflects a new inventory amount - item(s) must be In Stock to use this type.
LocationRequired
Only Active locations listed.
Catalog ObjectRequired
QuantityRequired
The number of items affected by the adjustment or physical transfer. Can support up to 5 digits after the decimal point.
Ignore unchanged counts
If True, a physical count update will be ignored if it doesn't change the quantity. Defaults to True.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Only Active locations listed.
Order IDRequired
The order must be open to create an invoice (Must select a location first).
Customer IDRequired
The customer who receives the invoice. This customer data is displayed on the invoice and used by Square to deliver the invoice.
Accepted Payment MethodsRequired
Payment due dateRequired
Tipping enabled
Invoice title
Invoice number
A user-friendly invoice number that is displayed on the invoice. The value is unique within a location. If not provided when creating an invoice, Square assigns a value.
Description
Max length: 65536 characters.
Delivery methodRequired
The delivery method used to send the invoice, reminders, and receipts to the customer. For invoices with automatic payments, this field must be set to
Email.Scheduled at
Date of sale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PaymentRequired
A completed payment to apply the refund (Your account must have at least one completed payment to set this Action).
Refund amount
Amount in the lowest monetary value (in the US, this is cents). If left blank, the refund will be issued for the original full payment amount.
Reason
A description of the reason for the refund.
Team member
An optional team member to associate with this refund
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Help Text
An invoice can only be sent when certain conditions are met. For an example, the order in the invoice cannot be associated with another invoice. The customer of the invoice recipient must have either an email address or phone number. If the invoice is set to be delivered via email, the customer must have an email address on file
LocationRequired
Only Active locations listed.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field Help
If all the below fields are empty, the most recently created customer will be returned. If more than one customer is found, the most recently created customer will be returned. If more than one field is used, a customer must match all fields.
Email Address
Phone Number
Phone number must be in E164 format with a leading + sign and country code. For example, +12061112222 or +0012061112222.
Reference ID
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Only Active locations listed.
Field Help
If all the below fields are empty, the most recently created order will be returned.
Customer
Fulfillment State
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Only Active locations listed.
Field Help
If all the below fields are empty, the most recently created order will be returned.
Customer
Fulfillment State
Status
Customer ID
External Identifier
Source
Ticket Name
Must be 30 characters or less
Quantity
Required if line items are added
Amount
Required if line items are added
Currency
Required if line items are added
Catalog Item Variation ID
Note
Unique Identifier
Must contain only alphanumeric characters, dots, underscores, and hyphens.
Amount Discounted
Required if discounts are included unless a percent is specified below
Amount Discounted Currency
Required if an amount is specified above
Name
Required if including discounts
Percentage
Required if discounts are included unless an above amount is specified
Type
Unique Identifier
Must contain only letters, numbers, dots, underscores, and hyphens.
Name
Required if a tax is included
Percentage
Required if a tax is included
Type
Unique Identifier
Must contain only alphanumeric characters, dots, underscores, and hyphens.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCalendar
Optionally select a calendar to trigger this Zap. The Zap will only run for this calendar.
Appointment Type
Optionally select an appointment type to trigger this Zap. The Zap will only run for this appointment type.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Calendar
Optionally select a calendar to trigger this Zap. The Zap will only run for this calendar.
Appointment Type
Optionally select an appointment type to trigger this Zap. The Zap will only run for this appointment type.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CouponRequired
Certificate Code
The actual code for the coupon, such as ABC123. We'll create one automatically if you don't have one picked out.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Select the calendar you want to add blocked off time to.
Start Date and TimeRequired
End Date and TimeRequired
Notes
Any notes to attach to the blocked off time.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Acuity Scheduling are located here https://developers.acuityscheduling.com/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
E-Mail
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Affiliate
Triggers when you add a new affiliate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTagsRequired
Select (or enter IDs of) one or more tags.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when you add a new expense for an opportunity or leadsource.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when you add a new opportunity.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProductRequired
Subscription PlanRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Subscription Plan
Triggers when you add a new subscription plan.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompanyRequired
Phone 1
Phone 1 Ext
Email
Fax 1
Street Address 1
Street Address 2
City
State
Postal Code
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
This email will be how we search for and tag an existing contact.
Tag NamesRequired
A list of tags to apply to the contact (e.x. repeat buyer, good). Tags that do not exist in Infusionsoft will be ignored.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TitleRequired
Description
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Price
Description
SKU
Stock-keeping unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
EmailRequired
Action Set/Sequence
If selected, this action set will run after the contact is made
How to check for duplicates
If enabled and a match is found, existing contact will be updated.
Opt-in
Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
First Name
Last Name
Tag Names
A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
LocationRequired
Only Active locations listed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLocation
Only Active locations listed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLocationRequired
Only Active locations listed.
Team Member IDRequired
The team member must be bookable for the service that will be part of the new appointment.
Customer IDRequired
The customer to receive the service provided by the assigned or selected team member.
Date and Time of AppointmentRequired
Example: "Next Saturday at noon." The appointment will be booked for the first available time slot within 32 days of this date.
Appointment Service IDRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Any other info you want to note about this customer.
Company
Nickname
Reference Id
An optional second ID you can set to associate the customer with an entity in another system.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Customer ID
Provide either this field or Display Name.
External Identifier
Reference to associate an entity in another system with this order.
Buyer Email Address
Used to notify the buyer of payment.
Payment TypeRequired
The type of external payment received. Currently only external payments are supported.
Payment Note
An optional note to be included with the payment of the order.
QuantityRequired
AmountRequired
Amount in the lowest monetary value (in the US, this is cents).
CurrencyRequired
Line Item Name
Either Line Item Name or Catalog Item Variation ID is required.
Catalog Item Variation ID
Either Line Item Name or Catalog Item Variation ID is required.
Pickup
Only Shipment orders are supported at this time.
Display Name
Provide either this field or Customer ID.
Carrier
Expected Ship Date/Time
Shipping Note
Fulfillment Email Address
Phone number of the fulfillment recipient
Address Line 1
Address Line 2
State
County
Country
City
Postal Code
Discount Type
Choose a discount type to enter discount details.
Name
Required if including discounts
Percentage
Required if Fixed Percentage was selected above.
Amount Discounted
Required if Fixed Amount was selected above. Amount in the lowest monetary value (in the US, this is cents).
Discount Currency
Required if Fixed Amount was selected above.
Name
Required if a tax is included
Percentage
Required if a tax is included
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Any other info you want to note about this customer.
Company
Nickname
Reference ID
An optional second ID you can set to associate the customer with an entity in another system.
Birthday
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Square are located here https://docs.connect.squareup.com/api/connect/v2
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field Help
If all the below fields are empty, the most recently created appointment service will be returned.
Text Filter
This will return appointment service variations that include this text in their name, description, or abbreviation.
Location
Select a location that offers the service. Only Active locations listed.
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
If all the below fields are empty, the most recently created customer will be returned. If more than one customer is found, the most recently created customer will be returned. If more than one field is used, a customer must match all fields.
Email Address
Phone Number
Phone number must be in E164 format with a leading + sign and country code. For example, +12061112222 or +0012061112222.
Reference ID
An optional second ID you can set to associate the customer with an entity in another system.
First Name
Last Name
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Any other info you want to note about this customer.
Company
Nickname
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTime Before (Unit)
Appointment Type
Optionally select an appointment type to trigger this Zap. The Zap will only run for this appointment type.
Calendar
Optionally select a calendar to trigger this Zap. The Zap will only run for this calendar.
Time BeforeRequired
How long before the appointment you want us to trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendar
Optionally select a calendar to trigger this Zap. The Zap will only run for this calendar.
Appointment Type
Optionally select an appointment type to trigger this Zap. The Zap will only run for this appointment type.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Product Order
Triggers when a new order is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PackageRequired
Certificate Code
The actual code for the certificate, such as ABC123. We'll create one automatically if you don't have one picked out.
Email Address
An email address to assign the package code to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Action sequence
Triggered when a new action sequence is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Company
Triggers when you add a new company.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when you add a new product.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProduct
If you do not choose a product, this zap will trigger on cancelled subscriptions for any product.
Subscription Plan
If you do not choose a subscription plan, this zap will trigger on cancelled subscriptions for any plan. Note: You must select a product to filter by subscription plan.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Tag
Triggers when you add a new tag.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmailRequired
Action Set/Sequence
If selected, this action set will run after the contact is made
How to check for duplicates
If enabled and a match is found, existing contact will be updated.
Opt-in
Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
First Name
Last Name
Tag Names
A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacts
Choose contacts who this email will be sent to.
From Address
Usually used as a "reply to" address.
To Address
Typically you want to leave the default, "~Contact.Email~" which will use the Contact merge field to fill in from each contact selected above.
CC Addresses
Who to CC on the email.
BCC Addresses
Who to CC on the email.
Content Type
Choose "HTML" if you include an HTML Body above, else choose "Text".
Subject
Subject of the email being sent.
HTML Body
The HTML content of the body of the email being sent.
Text Body
The Plain Text content of the body of the email being sent.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Product
Select a Product and/or a Subscription Plan in the field below.
Subscription Plan
Select a Subscription Plan and/or a Product in the field above.
Promo Code
Lead AffiliateRequired
Sale AffiliateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Email
Action Set/Sequence
If selected, this action set will run after the contact is made
How to check for duplicates
If enabled and a match is found, existing contact will be updated.
Opt-in
Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
First Name
Last Name
Tag Names
A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Description
Invoice Total
Total Due
Total Paid
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How to connect Square + Acuity Scheduling + Keap Max Classic
- Step 1: Authenticate Square, Acuity Scheduling, and Keap Max Classic.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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