Post a message in Slack when a new booking in Square

What each client fills in

Slack: Channel

For example #leads or C0123456789

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• Square

  developer.squareup.com → the client’s application (their own account) → Credentials → Production access token. A personal access token for the client’s own account needs no Square review.

• 

  In the client’s Slack: api.slack.com/apps → Create New App → OAuth & Permissions → add the chat:write scope (and channels:history, plus groups:history for a private channel, for the message trigger) → Install to Workspace → copy the Bot User OAuth Token. Invite the app to the channel.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Square, for “A new booking”
2. Connect the client’s Slack, for “Post a message”
3. Fill in Slack: Channel (For example #leads or C0123456789)
4. Confirm with the client: The client is on Square Appointments Plus or Premium. On the free Appointments plan, bookings made in Square’s own dashboard or booking site send no event: only bookings made through the API do.