🚀 Let’s Set Up a Flowbot to Automatically Register Shopify Orders in Square

Let's walk through <span class="mark-yellow">how to set up a flow that automatically registers customer information in Square when an order is placed in Shopify</span>.

⏱️ Setup time: 5 minutes

🔧 What You’ll Need

• A free Yoom account
• Access to Shopify and Square

If you don’t have a Yoom account yet, register now from this registration form!

Step 1: Register Apps in Yoom 

After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".

Connecting Shopify

Search for Shopify and click on it. 

To get your API key and secret key, follow the instructions in this guide.

Once all the required fields are filled in, click "Add" to complete registration.

Connecting Square

Search for Square and click on it. 

Log in using your account information to link with Yoom.

Now all the apps are connected :) 

Step 2: Copy the Template 

Click the "Try It" button to copy the pre-built template into your project.

Click "Try this template".

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 the guide 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!

💡 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. <span class="mark-yellow">Here are some examples you can explore for your next automation</span>!

Automation Examples Integrating Shopify and Square

Sync Customer Information Between Shopify and Square

Automation Examples Using Shopify

Notify Chat Tools When an Order is Placed on Shopify

Register Products in Shopify Using Data from Other Apps

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Add Shopify Order Data to Other Databases

Automation Examples Using Square

Register Customer Information in Square Based on Form Responses

Notify Chat Tools When a Payment Occurs on Square

👏 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. <span class="mark-yellow">Centralizing data from Shopify and Square makes organizing customer information easier</span>.

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. <span class="mark-yellow">With all your purchase data integrated, you can provide personalized services and you can take a more strategic approach to your marketing</span>.

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. <span class="mark-yellow">Automated messages for repeat visits or product reviews can also be sent at the right time, helping you build trust relationships with your customers </span>. 

📖 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. 

<span class="mark-yellow">Yoom is designed for anyone who wants to try automation. You can easily set it up</span>! Ready to simplify your workflows? Sign up for Yoom and try it today!

👉 Create your free Yoom account now