Quick summary
This guide shows you how to integrate Slack with Square by building a Zap in Zapier that connects a Slack trigger to a Square action, automating data flow between the two platforms without writing any code.
Steps
- Click 'Create' and select 'Zap' to start building your automation.
- Click 'Trigger' to begin configuring the trigger step of your Zap.
- Select 'Slack' as your trigger app and choose a trigger event based on your requirements.
- Log in and authorize Zapier to access your Slack account.
- Click 'Test trigger' to pull sample data from Slack and confirm the setup is correct.
- Search and select 'Square' as the action app.
- Select the event for your Square action app.
- Select 'Allow' to grant Square access to your Zapier account.
- Once Square is connected, click 'Continue' to proceed.
- Map the data from Slack to Square and click 'Continue'.
- Click 'Test step' to verify the Square action works correctly.
- Rename your Zap by clicking the 'Untitled Zap' button.
- Click 'Publish' to turn on your Zap and activate the Slack–Square integration.
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