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Set up your first integration
Quickly connect Timely to Square with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Timely with Square - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Customer Trigger" from Timely.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects Timely and Square, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Customer Trigger
Triggers on any new or updated customer.
Try ItTriggerPolling - Item Type
Try ItTriggerPolling- LocationRequired
Try ItTriggerPolling- LocationRequired
Try ItTriggerPolling
- New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling - New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - LocationRequired
- Order Status
Try ItTriggerPolling- Customer IDRequired
- GroupRequired
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Frequently Asked Questions about Timely + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Timely and Square
What is needed to integrate Timely with Square?
To integrate Timely with Square, you'll need active accounts with both services. You can set up triggers that respond to specific events in Timely, like an appointment being created, which can then trigger actions in Square, such as creating a transaction.
How do I set up triggers between Timely and Square?
In our platform, you can set up triggers by selecting an event type in Timely, such as a new customer creation. This trigger can be connected to actions in Square like updating the customer database or starting a payment transaction.
Are there any limitations when integrating Timely with Square using our platform?
While most standard triggers and actions work seamlessly between Timely and Square, there might be limitations based on custom fields or specialized workflows unique to your business setup that could require additional configuration.
Can I automate payment processing from appointments booked on Timely using Square?
Yes, by setting a trigger for 'appointment booked' in Timely, you can automatically send actions to Square to prepare for or even process payments based on those appointments.
How does data synchronization work when integrating these two platforms?
Data synchronization involves setting up actions based on defined triggers. For example, any updates in your customer information within Timely can automatically update records in Square without manual intervention.
What should I do if I encounter errors during integration setup?
If errors arise during the setup of your integration between Timely and Square, ensure all account permissions are properly set and that any required fields are correctly configured. Our support team is also available for help if issues persist.
Is it possible to customize which data fields are shared between Timely and Square?
Yes, our platform allows you to choose which data fields are mapped between the two platforms. For example, information like customer names or payment details can be customized to match what’s necessary for your operations.