An automated workflow using zapier
Connects Acuity Scheduling + Square
Create Square customers from new appointments in Acuity Scheduling
About this workflow template
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:
Diagram
How it works?
When this trigger fires in Acuity Scheduling
New Appointment in Acuity Scheduling
Triggers when a new appointment is scheduled.
Then this action happens in Square
Create Customer in Square
Creates a customer.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Square customers from new appointments in Acuity Scheduling.
Part I
Configure Applications
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
Build an integration workflow
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
Test and Publish
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 appointments in Acuity Scheduling!
Related Automation Templates
Supported triggers and actions
New appointment
Triggers when a new appointment is scheduled.
triggerbyzapierautomateiopabbly-connectAppointment start
Triggers a specified time before an appointment starts.
triggerbyzapierNew product order
Triggers when a new order is completed.
triggerbyzapierpabbly-connectAppointment canceled
Triggers when an appointment is canceled.
triggerbyzapierautomateioWatch appointments
Triggers when an appointment is scheduled, rescheduled, canceled or changed.
triggerbyintegromatAppointment rescheduled
Triggers when an appointment in Acuity gets rescheduled.
triggerbyzapierautomateiopabbly-connect
Create customer
Creates a customer.
actionbyzapierintegratelypabbly-connectpipedreamalbatoUpdate customer
Updates a customer.
actionbyzapieralbatoChange inventory
Adjusts an inventory or changes its physical count.
actionbyzapierCreate paid order
Creates an externally paid and completed order.
actionbyzapierintegratelyAdd customer to group
Adds a customer to a group.
actionbyzapierintegratelyalbatoCreate a customer
Creates a new customer.
actionbyintegromat
Apps you need
Acuity Scheduling
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.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
