Create Microsoft Office 365 contact for new Square customer
Square + Microsoft Office 365 Integration
Microsoft Office 365 + Square Integration
Integrate Microsoft Office 365 to Square in one click, or tell Integrately AI how you want each contact handled. Sync customer details, update your records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Email is received in Microsoft Office 365- Calendar event is ended in Microsoft Office 365
- Calendar event is about to start in Microsoft Office 365
- Email is created in Microsoft Office 365
- Calendar event is created in Microsoft Office 365
- Calendar event is started in Microsoft Office 365
- Calendar event is updated in Microsoft Office 365
- Contact is created in Microsoft Office 365
- Contact is updated in Microsoft Office 365
Payment is failed in Square- Payment is successful in Square
- Payment is created (all status) in Square
- Customer is created in Square
- Order is created in Square
2.
- Retrieve Message Attachment in Microsoft Office 365
- Retrieve Event Attachment in Microsoft Office 365
- Send email in Microsoft Office 365
- Create draft email in Microsoft Office 365
- Create event in Microsoft Office 365
- Create contact in Microsoft Office 365
- Update contact in Microsoft Office 365
- Search contact in Microsoft Office 365
- Update customer in Square
- Create customer in Square
- Search customer in Square
- Add customer to group in Square
- Create booking in Square
- Get order by Id in Square
- Create paid order in Square
- Get customer by Id in Square
Trusted by experts at...
Ready Workflows for Microsoft Office 365 + Square Integration
Sync contacts, create customers, update payment records, alert your team, and trigger follow-ups, all in just one click.
Most popular automations
Create Square event for new Microsoft Office 365 contact
Microsoft Office 365 + Square Integration
Create Square customer for new Microsoft Office 365 contact
Microsoft Office 365 + Square Integration
When Customer is created in Square > Search contact in Microsoft Office 365 > Check any condition > Create contact in Microsoft Office 365
Square + Microsoft Office 365 Integration
When Customer is created in Square > Create contact in Microsoft Office 365 > Send email in Microsoft Office 365
Square + Microsoft Office 365 Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Microsoft Office 365 + Square flow
Track customer contacts in your CRM, update your team on new payments, and log invoices across your tools. Pick a combination and activate it in one click.
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Salesforce (3)
Salesforce (3) +
Mailchimp (3)
Mailchimp (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Slack (3)
Slack (3) +
Google Drive (3)
Google Drive (3) +
Zendesk (3)
Zendesk (3) M
S
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Create a Salesforce lead when a contact is created in Microsoft Office 365, and create a customer in Square
New Microsoft Office 365 contacts immediately appear as leads in Salesforce and generate new customers in Square without manual data entry.
S
M
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When a Square payment is successful, update the contact in Microsoft Office 365 and update the record in Salesforce
Successful Square payments trigger automatic contact updates in Microsoft Office 365 and reflect instantly in Salesforce.
M
S
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Use Claude to analyse new Microsoft Office 365 contact details, create a lead in Salesforce, and create a customer in Square
Claude evaluates new Microsoft Office 365 contact inquiries before creating qualified leads in Salesforce and customers in Square.
Supported triggers and actions for Microsoft Office 365 and Square
Mix and match to build the exact automation you need
Microsoft Office 365 Triggers & Actions
Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
Try it → Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
Try it → Email is created in Microsoft Office 365
Triggers the automation when a new email is created
Try it → Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it → Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it → Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
Try it → Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
Try it → Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
Try it → What can you automate with Microsoft Office 365 + Square?
Streamline your customer operations by connecting Microsoft Office 365 communications directly to your Square commerce platform.
🔄
Sync new contacts into customer accounts
Automatically turn every contact created in Microsoft Office 365 into a new customer profile inside Square. Eliminate manual data entry and keep your commerce records fully up to date.
📋
Capture every submitted contact field
Map all available email and contact attributes from Microsoft Office 365 into your Square customer database instead of just names and emails. Your system becomes a reliable single source of truth.
📢
Alert your team the moment payments arrive
Notify relevant team members instantly whenever a payment is successful or failed in Square. Ensure rapid response times for billing issues and customer inquiries.
🔀
Route transactions based on payment status
Perform different actions depending on whether a payment is successful or failed in Square. Update your communication records and notify specific channels accordingly.
🔄
Keep contact records current as details change
Automatically update existing customer profiles in Square whenever contact information or calendar events change in Microsoft Office 365. Prevent outdated records from cluttering your dashboard.
🛡️
Search and update to prevent duplicates
Search for existing customer profiles before creating new records in Square. Keep your database clean by updating current entries instead of generating duplicate entries.
💳
Handle later payment and order statuses
Trigger automated workflows when payments succeed, fail, or orders are created in Square. Keep your team informed throughout the entire customer lifecycle.
🔗
Extend your workflow to external apps
Connect your core Microsoft Office 365 and Square automation to tools like Slack or QuickBooks Online. Keep your wider team and accounting books synchronized.
And much more...
Who is Microsoft Office 365 + Square integration for?
Operations managers and finance teams using Microsoft Office 365 and Square need to eliminate manual data entry between communications and payment tracking.
Performance analysts
Account managers
Client success leads
Operations teams
Support specialists
Finance directors
📈
Performance analysts
You pull customer metrics from your commerce platform, but your reports only update when someone manually exports records, so the revenue counts you review are always a few hours behind — with this integration, every new order lands instantly and your dashboard stays current.
⚡
Account managers
You need to act fast when payments fail, but you find out about billing issues too late because customer alerts sit unread in your inbox — with this integration, every failed payment updates your records and notifies your team immediately.
🤝
Client success leads
You answer to external stakeholders who want to see onboarding progress, but compiling data across tools takes hours every week — with this integration, every new contact syncs automatically and keeps your project tracking up to date.
📊
Operations teams
The volume of daily customer signups is too high for anyone to keep up by hand, leading to missing profiles and frustrated clients — with this integration, every submission creates a customer profile instantly.
🔄
Support specialists
You own the customer onboarding phase and depend on sales to hand over contact details, but details often get lost in transit — with this integration, every new record flows straight into your helpdesk system without delay.
🗂️
Finance directors
You need a reliable audit history for every transaction, but keep finding gaps between your email communications and sales receipts — with this integration, every payment creates a matching record across your entire stack.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Office 365 + Square
Build and manage your Microsoft Office 365 + Square automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Office 365 + Square with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
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Connect Accounts
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Automation is ready
Connect Microsoft Office 365 + Square Now 
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Frequently Asked Questions
How do I connect Microsoft Office 365 to Square?
You can connect Microsoft Office 365 to Square in 1-click using ready-made templates or build custom flows with Integrately AI, linking apps like Salesforce, Slack, and QuickBooks Online instantly.
Can I automatically create a Square customer when a contact is created in Microsoft Office 365?
Can I connect Microsoft Office 365, Square, and Slack?
What is a good Zapier alternative for Microsoft Office 365 and Square?
How does Microsoft Office 365 handle contact creation events here?
How are Square payment statuses handled in this integration?
Do I need coding skills to automate Microsoft Office 365 and Square?
Is the Microsoft Office 365 and Square integration free?
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