Microsoft Outlook + Square
Send emails in Microsoft Outlook for new customers in Square
Easily stay in touch with your growing customer base using this automation. When you add a new customer in Square, this workflow will send them a personalized email via Microsoft Outlook. Enhance your communication and customer relationships by ensuring they receive a warm welcome and important information right from the start.
Easily stay in touch with your growing customer base using this automation. When you add a new customer in Square, this workflow will send them a personalized email via Microsoft Outlook. Enhance your communication and customer relationships by ensuring they receive a warm welcome and important information right from the start.
- When this happens...
New CustomerTriggers when a new customer is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Send EmailSend an email from your Outlook account.
ActionWriteCreate a new record or update an existing record in your app.
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New Appointment
Triggers when a new appointment is created.
Try ItTriggerThis is the start of your ZapPollingZapier 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 ZapPollingZapier checks for new data every 15 min on the Free planLocationRequired
Order Status
Try ItTriggerThis is the start of your ZapPollingZapier 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
LocationRequired
Catalog ObjectRequired
QuantityRequired
Ignore unchanged counts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Order IDRequired
Customer IDRequired
Accepted Payment MethodsRequired
Payment due dateRequired
Tipping enabled
Invoice title
Invoice number
Description
Delivery methodRequired
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
Refund amount
Reason
Team member
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Help Text
LocationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field Help
Email Address
Phone Number
Reference ID
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
Text Filter
Location
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
Email Address
Phone Number
Reference ID
First Name
Last Name
Country
Street Address
Apt./Suite
City
State
ZIP
Other
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 foundCalendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To RecipientsRequired
Comment
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From Email
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup email address or IDRequired
Search Term
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
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
Team Member IDRequired
Customer IDRequired
Date and Time of AppointmentRequired
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
Company
Nickname
Reference Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Customer ID
External Identifier
Buyer Email Address
Payment TypeRequired
Payment Note
QuantityRequired
AmountRequired
CurrencyRequired
Line Item Name
Catalog Item Variation ID
Pickup
Display Name
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
Name
Percentage
Amount Discounted
Discount Currency
Name
Percentage
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
Company
Nickname
Reference ID
Birthday
ActionThis is an event a Zap performs.WriteCreate 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Field Help
Customer
Fulfillment State
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
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
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
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Shared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail IDRequired
CategoriesRequired
Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Draft Email IDRequired
Send From
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder Info
FolderRequired
Search Terms
From Address
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start Date & TimeRequired
End Date & TimeRequired
Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Microsoft Outlook
Similar apps
About Square
Related categories
Related Zap Templates
- Create new Microsoft Outlook events for each new Square appointment
- Send email notifications in Microsoft Outlook for new payments in Square
- Send emails in Microsoft Outlook for new Square orders
- Create draft emails in Microsoft Outlook for new appointments in Square
- Create Microsoft Outlook contacts for new Square customers
- Send emails in Microsoft Outlook for new orders in Square
- Create new Microsoft Outlook contacts for new Square customers
- Update Square inventories when Microsoft Outlook calendar events are modified
- Update Square customers when Microsoft Outlook calendar events start
- Send email notifications in Microsoft Outlook for new Square customers
- Create draft emails in Microsoft Outlook for new customers in Square
- Create new Square customers from new Microsoft Outlook emails
- Send emails in Microsoft Outlook for new invoices in Square
- Create new Microsoft Outlook events for each new Square appointment
- Create Square appointments from new Microsoft Outlook calendar events
- Send an email in Microsoft Outlook for new appointments in Square
- Create events in Microsoft Outlook from new invoices in Square
- Create events in Microsoft Outlook for new orders in Square
Related Zap Templates
- Create new Microsoft Outlook events for each new Square appointment
- Create draft emails in Microsoft Outlook for new appointments in Square
- Create new Microsoft Outlook contacts for new Square customers
- Send email notifications in Microsoft Outlook for new Square customers
- Send emails in Microsoft Outlook for new invoices in Square
- Send email notifications in Microsoft Outlook for new payments in Square
- Create Microsoft Outlook contacts for new Square customers
- Update Square inventories when Microsoft Outlook calendar events are modified
- Create draft emails in Microsoft Outlook for new customers in Square
- Create new Microsoft Outlook events for each new Square appointment
- Send emails in Microsoft Outlook for new Square orders
- Send emails in Microsoft Outlook for new orders in Square
- Update Square customers when Microsoft Outlook calendar events start
- Create new Square customers from new Microsoft Outlook emails
- Create Square appointments from new Microsoft Outlook calendar events