Microsoft Outlook + Square Integration

Integrate Microsoft Outlook to Square in one click, or tell Integrately AI how you want each payment handled. Save contact details, log calendar events, send notifications, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Outlook
    Email is received in Microsoft Outlook
  • Microsoft Outlook
    Contact is updated in Microsoft Outlook
  • Microsoft Outlook
    Email is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is started in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is updated in Microsoft Outlook
  • Microsoft Outlook
    Contact is created in Microsoft Outlook
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
Arrow Right
2.
  • Microsoft Outlook
    Delete contact in Microsoft Outlook
  • Microsoft Outlook
    Send email in Microsoft Outlook
  • Microsoft Outlook
    Create event in Microsoft Outlook
  • Microsoft Outlook
    Create contact in Microsoft Outlook
  • Microsoft Outlook
    Update contact in Microsoft Outlook
  • Microsoft Outlook
    Search contact in Microsoft Outlook
  • Microsoft Outlook
    Create draft email in Microsoft Outlook
  • Microsoft Outlook
    Search event in Microsoft Outlook
  • Microsoft Outlook
    Update event in Microsoft Outlook
  • Microsoft Outlook
    Get attachments in Microsoft Outlook
  • Square
    Update customer in Square
  • Square
    Create customer in Square
  • Square
    Search customer in Square
  • Square
    Add customer to group in Square
  • Square
    Create booking in Square
  • Square
    Get order by Id in Square
  • Square
    Create paid order in Square
  • Square
    Get customer by Id in Square

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Ready Workflows Ready Workflows for Microsoft Outlook + Square Integration

Capture payments, create contacts, sync calendar events, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Outlook + Square flow

Connect your favorite tools to handle communication, reporting, and tracking after your core automation finishes. Pick a combination and activate it in one click.

Microsoft Outlook
Square
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
ShopifyShopify (4)
+
StripeStripe (4)
S
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When a Square payment is successful, create a contact in Mailchimp and send an email in Microsoft Outlook.
Successful Square payments immediately add subscribers in Mailchimp and trigger an email in Microsoft Outlook, keeping your marketing lists and inbox synchronized.
S
M
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When a customer is created in Square, add them to a Mailchimp group and create a contact in Microsoft Outlook.
New Square customers are automatically segmented in Mailchimp and saved as contacts in Microsoft Outlook.
S
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When a Square order is created, update the contact in Mailchimp and send a draft email in Microsoft Outlook.
New orders in Square update your Mailchimp records and prepare a draft email in Microsoft Outlook for follow-up.
S
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When a payment fails in Square, notify your team in Mailchimp and send an email in Microsoft Outlook.
Failed payments in Square trigger communication alerts through Mailchimp and Microsoft Outlook.

Supported triggers and actions for Microsoft Outlook and Square

Mix and match to build the exact automation you need

Microsoft Outlook
Microsoft Outlook Triggers & Actions
Email is received in Microsoft Outlook
Triggers the automation when an email is received
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Contact is updated in Microsoft Outlook
Triggers the automation when a contact is updated
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Email is created in Microsoft Outlook
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Outlook
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Outlook
Triggers the automation when a new contact is created
Try it →
Delete contact in Microsoft Outlook
Removes a contact from the address book
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Send email in Microsoft Outlook
Sends an email to a recipient
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Create event in Microsoft Outlook
Adds a new contact to the contact list
Try it →
Create contact in Microsoft Outlook
Adds a new contact to the database
Try it →
Update contact in Microsoft Outlook
Updates contact information with new details
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Search contact in Microsoft Outlook
Finds and retrieves contact information
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Create draft email in Microsoft Outlook
Adds a new contact to the contact list
Try it →
Search event in Microsoft Outlook
Conduct a search for events based on particular criteria
Try it →
Update event in Microsoft Outlook
Updates event details with the latest information
Try it →
Get attachments in Microsoft Outlook
Retrieves attachments from emails and save them to a designated location
Try it →
Square
Square Triggers & Actions
Payment is failed in Square
Triggers the automation when a payment fails
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Payment is successful in Square
Triggers the automation when a payment is successfully processed
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Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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Customer is created in Square
Triggers the automation when a new customer is created
Try it →
Order is created in Square
Triggers the automation when a new order is created
Try it →
Update customer in Square
Try it →
Create customer in Square
Adds a new customer to the database
Try it →
Search customer in Square
Locates and retrieves customer information
Try it →
Add customer to group in Square
Assigns a customer to a group or segment based on predefined criteria
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Create booking in Square
Schedule and confirm a booking request
Try it →
Get order by Id in Square
Retrieves an order by its id
Try it →
Create paid order in Square
Creates a new paid order
Try it →
Get customer by Id in Square
Retrieves customer information based on their id
Try it →

What can you automate with Microsoft Outlook + Square?

Streamline your sales, customer data, and booking workflows by connecting Microsoft Outlook and Square in real time.

What you can automate?
🔄
Sync Square payments to Microsoft Outlook contacts automatically
Every successful payment or customer creation in Square can instantly generate a new contact or calendar event in Microsoft Outlook, eliminating manual data entry.
📋
Capture every submitted field and order detail
Map all available Square customer details and order notes directly into your Microsoft Outlook contacts and calendar events for complete visibility.
🔔
Tell the right person as soon as a payment happens
Trigger instant email notifications or draft messages in Microsoft Outlook the moment a payment is successful or a customer is created in Square.
🔀
Route actions based on payment status
Execute different workflows depending on whether a Square payment is successful or failed, updating your Microsoft Outlook calendar or contacts accordingly.
📅
Keep Microsoft Outlook calendar events updated
Automatically create, update, or search calendar events in Microsoft Outlook whenever new orders or bookings are registered in Square.
🔍
Search and update existing contacts without duplicates
Search for existing Microsoft Outlook contacts before creating new ones, updating records seamlessly when repeat customers make purchases in Square.
Handle later status changes like payment failures
Respond instantly to failed payments or canceled orders in Square by triggering draft emails or update tasks in Microsoft Outlook.
🔗
Extend your workflow to other popular apps
Connect your Microsoft Outlook and Square flow to additional tools like Google Sheets or Slack to keep your entire team informed and synchronized.
And much more...

Who is Microsoft Outlook + Square integration for?

Business owners, sales reps, and finance teams connect Microsoft Outlook and Square to eliminate manual data entry and keep customer records accurate across platforms.

Finance Managers
Finance Managers
Sales Teams
Sales Teams
Account Executives
Account Executives
Operations Leads
Operations Leads
Customer Success Specialists
Customer Success Specialists
Business Owners
Business Owners
📈
Finance Managers
You're reviewing transaction logs in Microsoft Outlook, but your sales records in Square only update when someone manually exports data, so the revenue reports you're analyzing are always a few hours behind — with this integration, every new payment lands in your records instantly and your data stays current.
Sales Teams
You receive customer inquiries in Microsoft Outlook, but following up requires switching platforms to check Square customer profiles, so you find out about purchases too late — with this integration, every new customer record appears automatically and your outreach happens faster.
🤝
Account Executives
You answer to clients who want immediate confirmation of their orders and bookings, but manual data entry slows down your replies — automating both apps means every transaction and booking is logged instantly and your clients receive prompt updates.
📊
Operations Leads
The volume of daily orders and payments is too high for anyone to keep up by hand, leading to missed contacts and unscheduled events — connecting these apps means every order and payment triggers automated workflows without manual intervention.
👥
Customer Success Specialists
You own the onboarding step and depend on someone upstream to hand over payment details from Square, but information gaps cause delays — with this integration, customer data flows smoothly from Square into Microsoft Outlook the moment a payment succeeds.
📋
Business Owners
You need a reliable history of customer interactions and payments, but keeping Microsoft Outlook contacts and Square data in sync manually leaves gaps in your history — this integration means every record is captured accurately and your database remains complete.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Microsoft Outlook + Square

Build and manage your Microsoft Outlook + Square automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Outlook + Square with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Outlook to Square?
Frequently Asked Questions
You can connect Microsoft Outlook and Square instantly using 1-click automations on Integrately. Choose from popular ready templates or use Integrately AI to set up your workflow with apps like Google Sheets, Slack, and Mailchimp.
Can I automatically create Microsoft Outlook contacts from new Square payments?
Frequently Asked Questions
Can I connect Microsoft Outlook, Square, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Outlook and Square?
Frequently Asked Questions
How does Microsoft Outlook handle contact creation in this integration?
Frequently Asked Questions
How does Square trigger actions in Microsoft Outlook?
Frequently Asked Questions
Can I automate Microsoft Outlook and Square without coding?
Frequently Asked Questions
Is the Microsoft Outlook and Square integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Outlook or Square With 1500+ Other Apps

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