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  • How do I send a specific email to a customer when a specific service is booked on Square Appointments?
Question

How do I send a specific email to a customer when a specific service is booked on Square Appointments?

  • 7 February 2024
  • 4 replies
  • 16 views
B

Hi there,

 

I am super new to this and need help with an email trigger. Is there a way to send a specific email to a customer when a specific service is booked on Square Appointments? 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Breathe 

Try these Zap steps:

  1. Trigger: Square - New Appointment
  2. Action: Filter
  3. Action: Gmail - Send Email

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
B

@Troy Tessalone 

Thank you so much for responding. I have these steps but am having issues with data. 

With the filter I am unable to select the specific appointment type in square. There is no option for something that I could then have “(text) contains” a certain word.

 

 

 

Also, when I get to the email portion, there is a section for “To” I am unsure how to select the person’s email address who booked the appointment. 

Troy Tessalone
Userlevel 7
Badge +14

@Breathe 

Help article for using the Filter app: https://zapier.com/apps/filter/help

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@Breathe 

Help article for how to configure Zap action steps: https://zapier.com/help/create/basics/set-up-your-zap-action

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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