This automation scenario allows you to connect Acuity Scheduling and Square
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Acuity Scheduling and Square can also be integrated using automation tools other than zapier:
When this trigger fires in Acuity Scheduling
Triggers when a new appointment is scheduled.
Then this action happens in Square
Creates a customer.
This guide contains information on how to set up an automatic workflow that allows to Create Square customers from new Acuity Scheduling appointments.
Part I
First, we need to connect Acuity Scheduling and Square to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Acuity Scheduling to Zapier.
Give Zapier access to your Acuity Scheduling account, using Acuity Scheduling credentials.
Connect Square to Zapier.
Give Zapier access to your Square account, using Square credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Acuity Scheduling
Choose the following trigger: New Appointment (Triggers when a new appointment is scheduled.).
Then set up an Action for Square
Choose this action: Create Customer (Creates a customer.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Acuity Scheduling and Square.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Square customers from new Acuity Scheduling appointments!
Triggers when a new appointment is scheduled.
Triggers a specified time before an appointment starts.
Triggers when a new order is completed.
Triggers when an appointment is canceled.
Triggers when an appointment is scheduled, rescheduled, canceled or changed.
Triggers when an appointment in Acuity gets rescheduled.
Creates a customer.
Updates a customer.
Adjusts an inventory or changes its physical count.
Creates an externally paid and completed order.
Adds a customer to a group.
Creates a new customer.
An online appointment scheduling platform for small business
Square offers a complete suite of tools to help businesses of all sizes accept multiple payment options, manage inventory, and track sales in real-time. With Square, customers can easily pay using credit cards, chip cards, and contactless payments.
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