This time, we will follow the process below.
Let's set it up together!
- Integrate Square and Outlook with My Apps.
- Copy the template.
- Set up the Square trigger as the starting point of the flow and configure the subsequent Outlook operations.
- Turn on the trigger button and verify the operation of the integration flow between Square and Outlook.
Step 1: My Apps Integration
Integrating with My Apps first will make the subsequent settings proceed smoothly.
First, let's integrate the Square and Yoom you are using.
Select My Apps → New Connection from the left side of the Yoom page.
Search for Square and log in using your method.
Next, integrate with Outlook.
When the sign-in screen appears, enter your email address and password.
Note: Microsoft 365 (formerly Office 365) has a personal plan and a general business plan (Microsoft 365 Business), and authentication may fail if you are not subscribed to the general business plan.
Once Square and Outlook are integrated with My Apps, you're all set.
Step 2: Set Triggers and Actions
We will proceed using this template.