How to integrate Square with Chatwork to receive notifications in Chatwork when a payment is made in Square

Are you struggling with payment confirmations and information sharing in your business operations?
Especially when managing multiple staff or stores, quickly grasping payment statuses can be challenging.
This time, we introduce a method to automatically notify Chatwork when a payment occurs in Square by integrating Square with Chatwork.
This automation can improve operational efficiency and enable quick responses.
We will also explain how to integrate without coding, so please use it as a reference.

Recommended for

Those who use Square and Chatwork in their daily operations.
Those who want to expedite the discovery of payment errors and troubleshoot quickly.
Those who want to improve customer service and business workflows.

Benefits and Examples of Integrating Square and Chatwork

Benefit 1: Streamlining Payment Confirmation

When a payment occurs in Square, receiving notifications in Chatwork can reduce the time spent on payment confirmations.
Especially in businesses involving multiple stores or staff, it eliminates the need for each staff member to individually confirm payments, allowing for smoother business operations.
For example, when an order is placed in an online shop, notifications are sent to all staff as soon as the payment is confirmed.
This allows for the preparation and shipping processes to begin, reducing unnecessary waiting time and enabling more efficient business operations.
Quickly sharing payment information can also improve overall operational efficiency.

Benefit 2: Streamlining Operational Tasks

Automatically sharing payment information in Chatwork allows the entire operations team to quickly grasp information, improving operational efficiency.
Especially in event or online store management, quickly shared payment information enables swift team coordination and decision-making for the next actions, allowing for rapid judgment and response according to the situation.
This results in smoother workflow progression, reducing manual information gathering and confirmation tasks, and enabling efficient business operations.

Benefit 3: Preventing and Addressing Errors

Automatically receiving payment notifications from Square to Chatwork can prevent manual input and confirmation errors.
Manual work can lead to missed confirmations or incorrect entries, posing a risk of incorrect responses.
However, automatic notifications can help prevent human errors.
Since payment information is quickly shared, issues can be detected early and addressed promptly.
This enables faster customer response, early detection, and resolution of issues.
As a result, customer satisfaction can be improved, business quality can be enhanced, and overall operational efficiency can be expected.

From here, we will proceed with the setup using Yoom's template 【Notify Chatwork when a payment occurs in Square】 integration flow.

[About Yoom]

How to Notify Chatwork When a Payment Occurs in Square

When a payment occurs in Square, you can receive it via the Square API and notify Chatwork through the API provided by Chatwork. With Yoom, you can automate this process without any programming knowledge.

The steps for this integration flow are broadly as follows:

Integrate Square and Chatwork with My Apps
Copy the template
Set up triggers and actions
Finally, verify if the trigger is activated

Preparation

1) First, access the official Yoom website and create an account.
Yoom Account Creation Page
If you already have an account, please log in.

Step 1: Integrate Square and Chatwork with My Apps

1) Once logged into your Yoom account, register the apps you will use next.
Click "My Apps" and select "New Connection".

2) A list of apps that can be connected with Yoom will be displayed. Search for "Square" and "Chatwork" one by one using the search box.

Once you select Square, log in with the account you will use.

Similarly, once you select Chatwork, configure it with the account you will use.
How to Check Chatwork User Account ID | Yoom Help Center

3) Once registration is complete, icons will be displayed in My Apps.
Check if the icons of the registered apps are displayed correctly.

Step 2: Copy the Template

Click on this banner.

1) First, click on the "Try this template" icon.

2) The following confirmation screen will appear, so please click "OK".

When this screen appears, the copy has been successfully completed.

After that, you can click on the title or details to edit them.
A "!" icon will appear on the right side, so click them in order to set the operations.
The template will be saved in "My Projects".

Step 3: Set the Trigger

Click on "App Trigger - When a Payment is Created".

Step 4: Set the Square Action

1) Select the action "When a Payment is Created" and click "Next".

2) Select the trigger activation interval.
The trigger activation interval varies depending on the subscription plan.
Refer to this for details on each plan.
List of Function Restrictions and Usage Limits for Each Plan | Yoom Help Center (intercom.help)
Once completed, click "Test" and after a successful test, click "Save".

Step 5: Set the Chatwork Action

1) Return to the flow and click on the "Integrate with App - Send Message" icon.

2) Select the action "Send Message" and click "Next".

3) Enter the required information.

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Other Automation Examples Using Square

There are many other examples of automation using Square in Yoom, so let me introduce a few.

1. Register with HubSpot when a payment is completed with Square
This template automatically registers information in HubSpot when a payment is completed with Square.
For example, the sales department can keep the customer list up-to-date, and the marketing department can use purchase history to conduct personalized campaigns.
The registration details include customer name, purchased products, payment amount, date, and time, allowing for centralized data management.
This reduces the effort and errors of manual input, improving operational efficiency and enhancing the customer experience.

2. Create a client in freee Accounting when payment information is created in Square
This template automatically creates client information in freee Accounting when a payment is made in Square.
For example, the accounting department can register client information based on the customer name and payment amount, facilitating smooth sales recording and invoice issuance.
This helps prevent manual input errors and is expected to improve the efficiency of accounting operations.
Additionally, since transaction data is quickly reflected, accurate financial status can be expected.

3. Notify Direct when Order Information is Created in Squarespace
This template automatically sends a notification to Direct when order information is created in Squarespace.
For example, the sales and logistics departments can quickly understand the order details, allowing for smooth product preparation and shipping responses.
The notification includes customer name, ordered products, amount, order date, etc., and can be shared with the entire team.
This is expected to improve operational coordination efficiency and response speed, leading to increased customer satisfaction and overall productivity.

Summary

This time, we introduced a method to notify Chatwork when a payment is made through Square.
By utilizing the integration of Square and Chatwork, you can reduce manual information checks and errors, leading to improved operational efficiency.
Since you can obtain information quickly, it enables swift responses and decision-making, which can enhance overall productivity and customer satisfaction.
With Yoom, anyone can easily implement this automation.
Take this opportunity to try improving your operations with the integration of Square and Chatwork.

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