How to integrate Square with Airtable to register in Airtable once a payment is completed in Square

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Are you finding it tedious to manually transfer Square payment information to Airtable in your daily operations? Time spent on data entry and human errors can be significant obstacles in management and marketing. The solution to this problem is the integration of Square and Airtable using Yoom. By implementing this system, information processed through Square is automatically registered in Airtable, simplifying data management. For example, in retail stores, daily sales and customer information can be easily organized, allowing for the accurate accumulation of data that aids in future strategies. Additionally, since it can be set up without programming knowledge, even those not well-versed in IT can feel at ease. This article clearly explains the specific steps for registering Square payment completion information in Airtable. Why not take the first step towards improving operational efficiency together? Recommended for: - Those managing payments with Square and organizing sales and customer data in Airtable - Business owners who want to register Square payment history in Airtable to understand customer trends - Marketers who wish to analyze sales data by integrating Square and Airtable - Those aiming to improve operational efficiency through API integration using Square and Airtable. Benefits and Examples of Integrating Square and Airtable Benefit 1: Reduce manual workload and achieve accurate data management By automatically registering Square payment completion information in Airtable, you can reduce the time and human errors associated with manual entry. For instance, in retail stores, there are daily tasks of transcribing dozens of payment information, but this integration can reduce that burden. This will create an environment where staff can focus on more important tasks. By managing data with fewer errors, smooth subsequent business operations can be expected. Benefit 2: Easier organization of customer data starting from payment information By automatically registering information processed through Square in Airtable, organizing and tracking customer data becomes easier. For example, when recording the purchase history of products by customers in retail stores, manual entry is prone to omissions and errors. In this flow, information entered at the time of payment (such as product names and purchase amounts) is directly accumulated in Airtable, making it easier to understand customer purchasing trends. By easily tracking which products specific customers purchase and how frequently, it can be used as a foundation for the next sales strategy or personalized responses. Benefit 3: Analyzable data supports management decisions By managing Square sales information in a form that can be analyzed in Airtable, it becomes easier to measure campaign effectiveness and understand sales trends. For example, you can check how well a specific seasonal product sold and use that information for the next promotional plan. This integration allows you to utilize sales data not just for storage but as material to generate specific actions for business improvement. How to Create a Square and Airtable Integration Flow From here, we will set up the integration flow between Square and Airtable using Yoom. This flow involves registering in Airtable when a payment is completed in Square.

The general flow of the setup is as follows. - **Integrate Yoom, Square, and Airtable with My Apps** - **Copy the template** - **Detailed settings for Square and Airtable** - **Activate the trigger to streamline your workflow!** You can set it up without programming knowledge, so let's proceed together. Note that this flow will use branching settings. Branching is a feature (operation) available with the Mini Plan or higher. Please note that if you are on the Free Plan, the operations of the flow bot you have set up will result in an error. **Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).** [What is Yoom] ### **Step 1: Integrate Square and Airtable with My Apps** First, let's integrate Yoom, Square, and Airtable with My Apps. After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu. When the "New App Connection" window appears, search for each app name. For Square's My App integration, just enter the login information. For Airtable (OAuth) My App integration, login and access permission are required. Select the workspace to grant access and connect. Once the My App integration is complete, it will be displayed in the list. If you can confirm the same for Square, you are ready. Click "Try it" from the banner below, copy the template, and modify the title to proceed with the setup!

Step 2: Set Up App Trigger with Square

The initial setting is "When a payment is created".
The first page contains the Square account information that is already linked with My App.

You can change the title to something more understandable.
It might be helpful to include the store or site name.

After confirming the account information, proceed without changing the trigger action.

Next, set the trigger interval.
This is to check the payment information on Square at specified intervals, so set it according to your business needs.

Note that the trigger interval may not be selectable depending on the plan, so be careful.

Once the interval is set, make a test payment on Square and click "Test".
If the test is successful, the information of the test payment can be obtained in the output.

If the values are correctly obtained, click "Save" to complete the app trigger setup.

Step 3: Set Up Branching

Next, click "Command Operation" for branching setup.
<span class="mark-yellow">This setting is to check in this flow whether the payment on Square is "COMPLETED".</span>

If the settings in the red frame of the above image are made, you can set up branching.
Branch the output where the "status" obtained in the "When a payment is created" flow is "COMPLETED".

If the above settings are made, the branching setup is complete with "Save".

Step 4: Set Up Airtable

The final setup is "Create Record".
On the first page, confirm the account information as with Square, and modify the title if necessary before proceeding.

On the next page, perform detailed settings to reflect the information in Airtable.

After obtaining the Base ID and Table ID from the URL, enter the field information.
"Field Name" refers to each item name in Airtable. (Red frame part in the image below)

Once everything is entered, click "Test".
Errors may occur during testing depending on the input format selected in the Airtable item, so correct them as needed.

If the test is successful, the output is obtained and the test payment information is reflected in Airtable.

Once confirmed up to this point, click "Save" to complete all settings.
Turn on the trigger and run the flow!

The flow set up this time is as follows.

Other Automation Examples Using Square

Here are many other examples of automation using Square that are available in Yoom.

Send a Thank You Email via Outlook When a Payment is Made with Square

This flow automatically sends a thank you email via Outlook when a payment is completed with Square. It reduces manual work and allows for quick responses, which can improve customer satisfaction. It's perfect for saving time and enhancing operational efficiency while maintaining a personalized touch.

Register in Microsoft Excel When Payment is Completed with Square

This flow automatically registers payment data from Square into Microsoft Excel. It eliminates the need for manual entry, improving data accuracy and efficiency. By managing sales and transaction data in real-time, it reduces operational burden and facilitates smoother accounting and analysis tasks.

Manage Customer Information in Bulk by Integrating Smaregi and Square!

This flow automatically adds customer information registered in Smaregi to Square. It reduces manual work and aims to streamline management tasks while maintaining data consistency. This integration flow is recommended for those aiming to improve store operations and service quality.

Summary

The integration of Square and Airtable is a method to streamline data management and significantly reduce the burden of operations.

<span class="mark-yellow">With Yoom, it can be easily set up without programming knowledge</span>, so even those who are not tech-savvy can implement it with confidence.
Yoom offers a wide range of convenient templates beyond the flow introduced this time, all of which can be tried through a free trial. If you are interested in improving operational efficiency and data management, start by registering for Yoom for free and experience its ease of use.

Make your daily work more comfortable with simple operations!