How to Link Square to Calendly via Zapier

Quick summary

This tutorial shows how to connect Square to Calendly using a Zapier automation, so that Square payment events can automatically trigger actions in your Calendly account. The entire Zap setup takes just minutes and requires no coding.

Steps

1. Go to the left-side panel and click Create.
2. Choose Zaps from the list of options.
3. Tap the Trigger tab to start the integration process.
4. Search for Square and select it from the recommended matches.
5. Specify your preferred Trigger Event.
6. Tap Sign In and log into your active Square account.
7. Click Continue to proceed.
8. Provide the information needed to configure the Trigger.
9. Tap Continue to run your input and test the Trigger.
10. Select the record you wish to use and tap Continue With Selected Record.
11. Search for Calendly and choose it as the Action app.
12. Click the drop-down menu and pick the specific Action Event you wish to execute.
13. Click Sign In and log into your Calendly account.
14. Tap Continue to proceed further.
15. Fill out the input fields with the required integration information.
16. Click Continue to publish and enable the integration.
17. Your Square account is now linked to Calendly via Zapier.