CallKate + Square Appointments

    Connect CallKate to Square Appointments

    Automatically sync callers, appointments, transcripts, and lead data directly into Square Appointments without writing any code.

    Square Appointments

    How the integration works

    Seamless data flow between your AI receptionist and Square Appointments.

    Automatic Contact Creation

    When a new caller rings, CallKate instantly creates a new contact in Square Appointments with their name, phone number, and caller ID info.

    Call Logging & Transcripts

    Every completed call is logged as an activity in Square Appointments, complete with full audio recordings and AI-generated summaries.

    Real-time Triggers

    Trigger workflows in Square Appointments based on call outcomes. If a lead is qualified, automatically move them to the next pipeline stage.

    Setup in seconds

    No developers required. Connect with OAuth or API key in 3 simple steps.

    01

    Go to Integrations

    Log into your CallKate dashboard and navigate to the Integrations tab.

    02

    Select Square Appointments

    Click on the Square Appointments card and click "Connect". You'll be prompted to authorize the connection.

    03

    Map your fields

    Choose which CallKate data fields (like Caller Name, Summary, or Appointment Time) map to your fields in Square Appointments.

    Supercharge Square Appointments with AI

    Stop manually entering caller data. Let CallKate answer the phone and update your systems automatically.