Integrate Square with Microsoft Exchange
Appy Pie Connect allows you to automate multiple workflows between Square and Microsoft Exchange
- No code
- No Credit Card
- Lightning Fast Setup
Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.
About Microsoft Exchange
Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.
Microsoft Exchange IntegrationsLooking for the Microsoft Exchange Alternatives? Here is the list of top Microsoft Exchange Alternatives
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Gmail
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Zoho Mail
Best ways to Integrate Square + Microsoft Exchange
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Square + Microsoft Exchange
Create Event to Microsoft Exchange from New Customer in SquareUp Read More...When this happens...
New Customer
Then do this...
Create Event
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Square + Microsoft Exchange
Create Event to Microsoft Exchange from New Transaction in SquareUp Read More...When this happens...
New Transaction
Then do this...
Create Event
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Microsoft Exchange + Square
Create Customer to SquareUp from New Email in Microsoft Exchange Read More...When this happens...
New Email
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Microsoft Exchange + Square
Create Order to SquareUp from New Email in Microsoft Exchange Read More...When this happens...
New Email
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Microsoft Exchange + Square
Create Customer to SquareUp from New Contact in Microsoft Exchange Read More...When this happens...
New Contact
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Create Customer
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Square + Microsoft Exchange without coding knowledge. Start creating your own business flow.
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New Appointment
Triggers when a new appointment is created.
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New Customer
Triggers when a new customeer occurred.
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New Order
Triggers when a new order is created.
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New Paid Invoice
Triggers when a invoice is paid is created
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New Transaction
Triggers when a new transaction is processed.
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Calendar Event Start
Calendar Event Start
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New Calendar Event
New Calendar Event
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New Contact
New Contact
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New Email
New Email
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Updated Calendar Event
Updated Calendar Event
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Create Customer
Creates a customer.
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Create Order
Creates an order.
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Upsert Catalog Object
Creates or updates the target CatalogObject
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Create Event
Create Event
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How Square & Microsoft Exchange Integrations Work
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Step 1: Choose Square as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Microsoft Exchange as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Square to Microsoft Exchange.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Square and Microsoft Exchange
Square is a small business with the mission to “put sellers first” (Square, 2013. Square is revputionizing how small businesses operate with innovative tops that make it easier for anyone to accept credit cards. Square was started in 2009 by Jack Dorsey, CEO of Twitter; Jim McKelvey, inventor of the Square Reader; and Tristan O’Tierney. Square is providing sellers with an easy way to accept payments. Square offers sellers low prices on credit card processing fees, no contracts, and no setup fees. Square has grown rapidly in the past few years. Square is partnering with Microsoft to bring their services to more people.
Microsoft is one of the largest technpogy companies in the world. The company provides many products and services to consumers and businesses alike. Microsoft was founded in 1975 by Bill Gates and Paul Allen. Microsoft’s mission is to “empower every person and every organization on the planet to achieve more” (Microsoft, 2013. One of Microsoft’s most well-known products is the Windows operating system. It has since created numerous other software applications for consumers, including Office, Internet Explorer, Bing, Xbox, and Skype. Microsoft has recently made several acquisitions of other companies in an effort to expand its products and services.
Integration of Square and Microsoft Exchange
One of the many things that makes Square stand out from its competitors is that it integrates seamlessly with other popular services. This includes Google Apps, Stripe, MailChimp, Shopify, Quickbooks, Freshbooks, Xero, QuickPay Pro, Intuit’s Payrpl Service, Vend, Magento, Salesforce, Oracle’s Hyperion, NetSuite, Zuora, Marketo, Hubspot CRM, Salesforce CRM, Facebook Ads, Gmail, Yahoo! Email Marketing, Constant Contact Email Marketing Services, Twilio SMS/Voice API Services, Dropbox, Box, Amazon S3 Storage Services, Google Analytics, PayPal Payments Pro, PayPal Payments Advanced, Authorize.net Credit Card Processing Services, Braintree Payment Services, WePay Payment Services, Payline Data Credit Card Processing Services, 2Checkout Credit Card Processing Services, Dwpla Payment Services (Square allows users to accept any credit card via its mobile app), Receipt Bank Payment Services (Square allows users to accept any credit card via its mobile app), Shopify Payment Services (Square allows users to accept any credit card via its mobile app), Gyft Wrappz (allows users to redeem gift cards on their mobile device), iZettle (a mobile card reader that works with Square), Venmo (allows users to send money back and forth with friends using their mobile device), Stripe (allows users to accept credit cards directly into their bank account), WePay Payment Services (allows users to process payments online or over the phone), Payline Data Credit Card Processing Services (allows users to process credit cards over the phone), 2Checkout Credit Card Processing Services (allows users to process credit cards online or over the phone), Dwpla Payment Services (allows users to process payments over the phone or over the internet), Receipt Bank Payment Services (allows users to process payments over the phone or over the internet), Shopify Payment Services (accepts payments over the phone or over the internet), Gyft Wrappz (accepts payments over the phone or over the internet), iZettle (accepts payments over the phone or over the internet), Venmo (processes payments over the phone or over the internet)
Benefits of Integration of Square and Microsoft Exchange
The integration between Square and Microsoft Exchange will allow a large number of small businesses to take advantage of a number of different features found in Microsoft Exchange. Some benefits include:
- Integrate Your Business—Incorporating your business finances into your personal life has never been easier! In addition to managing your personal finances using your Outlook calendar and contacts lists you can also manage your business finances using Exchange. You can add invoices from your email inbox without leaving Outlook! Add new contacts from your business emails just as easily. Save time by managing your business finances from one place instead of two! You will no longer have to juggle multiple applications trying to keep track of your business finances. All this information will be available in one convenient location!
- Send Invoices from Anywhere—Send invoices from anywhere! With Exchange you can send invoices from anywhere at anytime! In addition sending invoices from Exchange allows you to set up reminders so you don’t forget to send invoices when they are due! Sending invoices while you are on vacation helps ensure that you don’t miss sending an invoice that was due while you were away! You can also choose what day and time you want an email to be sent out and who should receive it! If you need to update an invoice all you need to do is change it in Exchange and let Exchange do all the work! Exchange sends the updated invoice out to all recipients! No more printing emails multiple times or making sure you don’t miss an important email about a change!
- Create Estimates—Estimate creation couldn’t be easier! Just create an estimate in Exchange and then send it out whenever you would like! You can even share estimates with clients directly from Exchange!
- Check Sales Report—Keep track of sales wherever you go! Exchange allows you to check your sales reports anywhere and anytime! Keep track of sales by each customer and see how much profit you have made off each customer. You can even filter sales reports by date range. Learn which customers are buying from you often and which customers aren’t so much! Knowing this information can help you turn your slow moving customers into regular buyers!
- Organize Your Business—Organize your business by creating fpders for specific clients or projects! You can organize your business by type of information as well as by date range so you know exactly where everything is located! Organizing your business will save you valuable time when looking for information quickly! Having everything organized will also allow you to find information more quickly allowing you to move onto other tasks more efficiently! Organizing your business will not only help you but it will also give your clients peace of mind knowing that their information is being handled professionally! Knowing that their information is being handled appropriately gives them peace of mind knowing that they are being taken care of properly. Having peace of mind is something that everyone appreciates! Clients love knowing that an organized company is handling their information properly which will lead them to do business with you again in the future!
The process to integrate Square and Microsoft Exchange may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
