Square + Microsoft Outlook Integrations
How to connect Square + Microsoft Outlook
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New Catalog ItemTriggers when a new catalog item is created.Trigger- New CustomerTriggers when a new customer is created.Trigger
- New InvoiceTriggers when a new invoice is added.Trigger
- New OrderTriggers when a new order is processed.Trigger
- Add Customer to GroupAdds a customer to a group.Action
- Create CustomerCreates a customer.Action
- Create InvoiceCreates a new draft invoice for an order.Action
- Create OrderCreates an order.Action
- Square
Removes a customer from a group.
Scheduled
Action
- Square
Sends an existing draft invoice.
Scheduled
Action
- Square
Updates a customer.
Scheduled
Action
- Square
Finds a customer based on email, phone number, or reference ID.
Scheduled
Action
- Square
Finds an order based on customer, fulfillment status, or order state.
Scheduled
Action
- Square
Find a customer. Optionally, create one if none are found.
Scheduled
Action
- Square
Find an order. Optionally, create one if none are found.
Scheduled
Action
- Microsoft Outlook
Triggers at a specified time before an event in your calendar starts.
Scheduled
Trigger
- Microsoft Outlook
Triggers when a new event is created in your calendar.
Scheduled
Trigger
- Microsoft Outlook
Triggers when a new contact is added to your account
Scheduled
Trigger
- Microsoft Outlook
Triggers when a new e-mail is received in your inbox.
Scheduled
Trigger
- Microsoft Outlook
Triggers when an event is updated.
Scheduled
Trigger
- Microsoft Outlook
Create an event in the calendar of your choice.
Scheduled
Action
- Microsoft Outlook
Creates a new contact.
Scheduled
Action
- Microsoft Outlook
Creates a draft of an email that can then be reviewed and sent out.
Scheduled
Action
- Microsoft Outlook
Send an email from your Outlook account.
Scheduled
Action
- Microsoft Outlook
Updates a contact.
Scheduled
Action
- Microsoft Outlook
Search for a contact.
Scheduled
Action
- Microsoft Outlook
this is the description.
Scheduled
Action
How Square + Microsoft Outlook Integrations Work
- Step 1: Authenticate Square and Microsoft Outlook.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.
Square Tutorials
Microsoft Outlook Tutorials
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