Running an online store involves juggling many tasks, from order management to customer information registration. With so many responsibilities piling up, it can feel overwhelming. By integrating tools like Shopify and Square using Yoom, you can simplify information management by automating key tasks.
In this article, we’ll walk you through how to automatically register customer information in Square when an order is placed on Shopify.
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Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but Yoom makes automation accessible to everyone.
🌐 Connect with apps like Shopify, Square, and more.
📖 Use automation templates - no technical setup required
📈 Boost productivity and reduce human errors
You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
In this guide, you'll learn the step-by-step process of how to use Yoom to automatically register customer information in Square when a purchase is made on Shopify.
✨ Recommended for
Store owners who want to streamline customer management using Shopify and Square
Retailers looking to unify and manage both online and in-store data
Stores aiming to automate follow-ups with new customers
Anyone who wants to reduce data entry errors and workload to improve efficiency
Those who want an easy way to integrate Shopify and Square
✔️ For Those Who Want to Try It Now
Yoom offers ready-made templates for easy setup. Click the "Try it" button to get started now!
When there is an order on Shopify, register the customer information in Square.
■Overview Isn't it a time-consuming task to manually register customer information in Square every time a new order comes in on Shopify? As the number of cases increases, this task becomes a burden on the person in charge and can lead to manual input errors or missed registrations. By utilizing this workflow, customer information will be automatically registered in Square when an order occurs in Shopify, resolving these issues and enabling more accurate and efficient customer management.
■Recommended for ・Those who use Shopify and Square and manually register customer information from order data ・Store operators who want to streamline the linkage between order management and customer management on their e-commerce site ・Those who want to eliminate manual data entry errors and manage customer information accurately
■Notes ・Please connect Yoom with both Shopify and Square. ・Shopify is an app available only on the Team Plan and Success Plan. On the Free Plan and Mini Plan, the operations and Data Connect configured in your Flow Bot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use the apps that are subject to restrictions. ・For the trigger, you can select a launch interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum launch interval varies by plan.
■Overview Isn't it a time-consuming task to manually register customer information in Square every time a new order comes in on Shopify? As the number of cases increases, this task becomes a burden on the person in charge and can lead to manual input errors or missed registrations. By utilizing this workflow, customer information will be automatically registered in Square when an order occurs in Shopify, resolving these issues and enabling more accurate and efficient customer management.
■Recommended for ・Those who use Shopify and Square and manually register customer information from order data ・Store operators who want to streamline the linkage between order management and customer management on their e-commerce site ・Those who want to eliminate manual data entry errors and manage customer information accurately
■Notes ・Please connect Yoom with both Shopify and Square. ・Shopify is an app available only on the Team Plan and Success Plan. On the Free Plan and Mini Plan, the operations and Data Connect configured in your Flow Bot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use the apps that are subject to restrictions. ・For the trigger, you can select a launch interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum launch interval varies by plan.
Click "OK" and assign a name to the Flowbot for recognition.
The template will be copied to your "My Project".
Step 3: Set Up Shopify Trigger
Click on the trigger action with the Shopify icon.
The next screen is pre-configured. You can change the title if you want.
Set your trigger interval (how often you want Yoom to check Shopify for new updates). It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.
Then, enter the Subdomain. For example, if your store URL is "https://yoom.myshopify.com/", the subdomain would be "yoom".
Once entered, click “Test”. If you see the retrieved value get updated correctly, click “Save”.
Step 4: Register Customer Information in Square
Click on the action with the Square icon.
The next screen is pre-configured. You can change the title if you want.
The customer information fields will appear as shown below. Select the corresponding fields from the Shopify-retrieved values. The retrieved values will include the Shopify data you set up earlier, so you can select the fields with just a click.
📚 Reference: For more details on retrieved values and how to set them up, see theguide here.
Once you’ve made your selection, click “Test”. If the test succeeds, Square should get updated with the customer information you just specified. Then click “Save”.
Step 5: Activate the Flowbot
Toggle the "Trigger On" button to activate your flow! Check if the Flowbot you set up is working properly.
That’s it! 🎉 The Flowbot is now complete!
When there is an order on Shopify, register the customer information in Square.
■Overview Isn't it a time-consuming task to manually register customer information in Square every time a new order comes in on Shopify? As the number of cases increases, this task becomes a burden on the person in charge and can lead to manual input errors or missed registrations. By utilizing this workflow, customer information will be automatically registered in Square when an order occurs in Shopify, resolving these issues and enabling more accurate and efficient customer management.
■Recommended for ・Those who use Shopify and Square and manually register customer information from order data ・Store operators who want to streamline the linkage between order management and customer management on their e-commerce site ・Those who want to eliminate manual data entry errors and manage customer information accurately
■Notes ・Please connect Yoom with both Shopify and Square. ・Shopify is an app available only on the Team Plan and Success Plan. On the Free Plan and Mini Plan, the operations and Data Connect configured in your Flow Bot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use the apps that are subject to restrictions. ・For the trigger, you can select a launch interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum launch interval varies by plan.
💡 Other Automation Examples Using Shopify and Square
By using Shopify and Square, you can unlock a wide range of automation possibilities that simplify your workflows. Here are some examples you can explore for your next automation!
Automation Examples Integrating Shopify and Square
Sync Customer Information Between Shopify and Square
Register customer information created in Shopify to Square.
■Overview The 'Register customer information created in Shopify to Square' workflow is a business workflow that automates data integration between online stores and POS systems to improve operational efficiency. By implementing this workflow, customer information will be automatically registered in Square, eliminating the hassle of double entry. This enables smooth customer service and accurate data management.
■Who we recommend this template for ・Store operators who use both Shopify and Square for customer management but find data integration cumbersome ・Business owners who want to centrally manage customer data from both online and brick-and-mortar stores ・SME owners looking to save time through workflow automation and focus on other tasks
■Notes ・Please connect Shopify and Square with Yoom respectively. ・Shopify is an app available only in Team and Success plans. For Free and Mini plans, the operations and data connections of the configured flowbots will result in errors, so please be careful. ・Paid plans such as Team and Success plans offer a 2-week free trial. During the free trial, you can use the restricted apps.
■Overview Manually entering the same information into Shopify every time a new customer is created in Square is time-consuming and prone to errors. Such repetitive tasks can also eat into the time that should be devoted to customer support and store operations. By using this workflow, when customer information is created in Square, the customer information will also be automatically registered in Shopify. This eliminates challenges such as duplicate data entry and input mistakes.
■Recommended for ・E-commerce staff who use both Square and Shopify and feel challenged by manual entry of customer data ・Store operations managers who want to reduce management mistakes in customer information and improve data accuracy ・Those who want to automate manual registration tasks and spend more time on more creative work ■Notes ・Please connect Yoom with both Shopify and Square. ・The Shopify app is available only with the Team Plan and Success Plan. On the Free Plan or Mini Plan, the flow bot operations or Data Connect that you have configured will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview This flow notifies Slack when an order occurs on Shopify.
■Recommended for 1. Shopify store owners ・Those who want to monitor new orders and order status changes in real time ・Those who want to collaborate with team members on Slack for quick responses ・Those who want to streamline order processing and customer support
2. E-commerce site administrators ・Those who want to share order information in Slack and strengthen information sharing within the team ・Those who want to leverage Slack's notification features to automate workflows ・Those who want to integrate Shopify and Slack to improve operational efficiency
■Notes ・Please connect Yoom with both Shopify and Slack. ・The Shopify app is available only on the Team Plan and Success Plan. On the Free Plan and Mini Plan, flow bot operations and Data Connect you have configured will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted. ・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please note.
■Overview The workflow "Register customer information in Square based on Google Forms responses" is a business workflow that enables automatic integration of customer data and supports operational efficiency. By using Yoom to automatically register customer information collected via Google Forms into Square, you can eliminate manual data entry and maintain data consistency. This enables fast and accurate customer management.
■Recommended for ・Business owners who collect customer information using Google Forms and manage it in Square ・Sales representatives who spend time on manual data entry ・Managers of small and medium-sized businesses who want to prevent errors caused by duplicate data entry ・Those who want to improve operational efficiency through automation of business processes ・Those who want to connect Google Forms and Square to achieve smooth customer management
■Notes ・Please connect Yoom with Google Forms and with Square respectively. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・The minimum run interval varies by plan, so please note. ・For how to obtain response contents when using Google Forms as a trigger, see below. https://intercom.help/yoom/en/articles/6807133
■Overview The "Register customer information in Square based on Jotform responses" workflow is a business workflow that automatically registers data collected from online forms into Square. This eliminates manual data entry and makes centralized management of customer information easier. By reflecting form responses in Square, it enables prompt customer support and improves operational efficiency.
■Recommended for Business owners who collect information from customers using Jotform Company staff who handle customer management and payment processing in Square Those who want to automate data entry from forms and improve operational efficiency Marketing personnel who require accurate management and rapid updates of customer information Those who want to integrate multiple SaaS apps to optimize business processes
■Notes ・Connect Yoom with both Jotform and Square. ・Please refer to the following for how to set up Webhooks in Jotform. https://intercom.help/yoom/en/articles/8105581 ・Please refer to the following for how to retrieve response contents in Jotform. https://intercom.help/yoom/en/articles/9103858
■Overview The "Register customer information in Square based on Typeform responses" workflow seamlessly automates everything from form input to customer data management. This reflects the information collected in Typeform into Square, reducing the effort and errors of manual data entry. It is an ideal business workflow for those who want to manage customer information more smoothly.
■Recommended for ・Personnel of companies collecting information from customers using Typeform ・Sales and marketing teams who want to streamline customer management in Square ・Owners of small and medium-sized businesses spending time and effort on manual data entry ・IT personnel who want to improve the accuracy of customer data ・Those who want to automate operations by linking forms and payment systems
■Notes ・Please link Typeform and Square with Yoom.
This is a flow to notify Microsoft Teams when a payment is made on Square.
■Notes ・Please link Yoom with both Square and Microsoft Teams. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general corporate plan. ・You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest startup interval varies depending on the plan.
This flow notifies Slack when a payment occurs on Square.
■Notes ・Please link both Square and Slack with Yoom. ・The trigger can select an activation interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
👏 Benefits and Use Cases of Integrating Shopify and Square
Benefit 1. Reduce Workload by Centralizing Customer Information
When customer information from Shopify orders is automatically registered in Square, you can manage both online and in-store customer data in one place. This eliminates the need for manually transferring information, preventing data input errors.
For example, if an online customer visits a physical store, everyone can immediately access the shared data. During campaigns or follow-ups, centralized customer data helps improve operational efficiency. Centralizing data from Shopify and Square makes organizing customer information easier.
Benefit 2. Optimize Marketing Strategies with Integrated Purchase Data
Integrating Shopify and Square allows you to manage purchase histories from both the online and physical stores in one location. This helps to understand customer behavior and tailor your marketing strategies more efficiently.
For example, you can automatically issue coupons on Shopify’s online store to frequent in-store customers. With all your purchase data integrated, you can provide personalized services and you can take a more strategic approach to your marketing.
Benefit 3. Strengthen Customer Relationships with Timely Follow-Ups
This integration between Shopify and Square allows customer information to be quickly updated in Square as soon as an order is placed, enabling fast and efficient follow-ups.
For example, you can send thank-you emails or offer special coupons to new customers right after their first purchase. Automated messages for repeat visits or product reviews can also be sent at the right time, helping you build trust relationships with your customers .
📖 Summary
In this article, we’ve shown how to automate the process of registering customer information in Square when an order is placed on Shopify. By integrating these two apps, customer management becomes easier and streamlines sales data management and payment processing.
Yoom is designed for anyone who wants to try automation. You can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!
Having transitioned from a career in child welfare to working as a writer, I am currently blogging for Yoom. I am continually amazed by the efficiency improvements Yoom enables and am eager to share this excitement with others to contribute to society. I will be sharing insights on app integrations and automation that even someone like me, with zero programming knowledge, can accomplish.
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