Acuity Scheduling
Square
zapier

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

Create Square customers from new appointments in Acuity Scheduling
Workflow diagram: Acuity Scheduling + Square integration

How it works?

When this trigger fires in Acuity Scheduling

Acuity Scheduling

New Appointment in Acuity Scheduling

Triggers when a new appointment is scheduled.

Then this action happens in Square

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.

    Create Zapier account if you don't have one.

  • Connect Acuity Scheduling to Zapier.

    Connect Acuity Scheduling to Zapier.

    Give Zapier access to your Acuity Scheduling account, using Acuity Scheduling credentials.

  • Connect Square to Zapier.

    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

    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

    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

    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 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!

Supported triggers and actions

  • Acuity Scheduling

    New appointment

    Triggers when a new appointment is scheduled.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Acuity Scheduling

    Appointment start

    Triggers a specified time before an appointment starts.

    zapier
    triggerbyzapier
  • Acuity Scheduling

    New product order

    Triggers when a new order is completed.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Acuity Scheduling

    Appointment canceled

    Triggers when an appointment is canceled.

    zapierautomateio
    triggerbyzapierautomateio
  • Acuity Scheduling

    Watch appointments

    Triggers when an appointment is scheduled, rescheduled, canceled or changed.

    integromat
    triggerbyintegromat
  • Acuity Scheduling

    Appointment rescheduled

    Triggers when an appointment in Acuity gets rescheduled.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Square

    Create customer

    Creates a customer.

    zapierintegratelypabbly-connectpipedreamalbato
    actionbyzapierintegratelypabbly-connectpipedreamalbato
  • Square

    Update customer

    Updates a customer.

    zapieralbato
    actionbyzapieralbato
  • Square

    Change inventory

    Adjusts an inventory or changes its physical count.

    zapier
    actionbyzapier
  • Square

    Create paid order

    Creates an externally paid and completed order.

    zapierintegrately
    actionbyzapierintegrately
  • Square

    Add customer to group

    Adds a customer to a group.

    zapierintegratelyalbato
    actionbyzapierintegratelyalbato
  • Square

    Create a customer

    Creates a new customer.

    integromat
    actionbyintegromat

Apps you need

Square

Square

Payment Processing

Payment processing solutions for businesses of all sizes

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

Zapier

Automation Platforms

No-code automation service

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.