How to create new customers in Square for each guest in specific Outlook Calendar events

Relay.app is an automation tool that lets you automate actions across Outlook Calendar, Square, and many other apps. In this guide, we'll show you how to automatically run the “create customer” action in Square for each event added in Outlook Calendar using Relay.app.
Outlook Calendar logoOutlook Calendar > Square
Trigger
Last triggered
Outlook Calendar logoEvent added
Square logoCreate customer
1

Create your playbook and set the Outlook Calendar trigger as "Event scheduled"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Event scheduled" under Outlook Calendar. Then, select the Calendar. This will allow your playbook to automatically detect the new scheduled event in Outlook Calendar and initiate necessary actions.

If this is your first time using a Outlook Calendar integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Create customer" in Square automation

Integrate the Square automation into your playbook to ensure the prompt creation of a new customer in Square for specific new events scheduled in Outlook Calendar.

Click the "Add step" button, then locate the "Create customer" automation for Square and input the mandatory and relevant details.

If your Square account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Square account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new customer in Square. Once turned on, it will respond to each new specific event scheduled in Outlook Calendar by creating a new customer in Square without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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