How to integrate Square with Gmail to automatically send a thank you email via Gmail when a payment is completed on Square

After completing the payment, receiving a thank-you email gives a polite impression and enhances the likability of the company and the person in charge, doesn't it?
However, sending a thank-you email every time a payment is made can be quite labor-intensive and challenging...
Therefore, this time, we will introduce a method to automatically send thank-you emails from Gmail every time a payment is completed with Square by integrating Square and Gmail.
This is a must-see for those who prioritize follow-up after purchase and want to strengthen relationships with customers!

Benefits of Integrating Square and Gmail

First, let's look at the benefits of integrating Square and Gmail!

Benefit 1: Improved Customer Satisfaction

By integrating Square and Gmail, you can automatically send thank-you emails after a payment is completed with Square.
This prevents delays in sending thank-you emails or omissions. Automating thank-you emails is very important in online shops and service industries where prompt response greatly influences customer satisfaction. Additionally, automation allows for consistent responses to all customers, which can also improve reliability!

Benefit 2: Improved Operational Efficiency

By integrating Square and Gmail, you can automatically send thank-you emails, which significantly reduces manual work and is expected to improve operational efficiency!
This is especially effective for companies or services operated by a small number of people, where many payments occur during busy times, as automating thank-you emails allows you to allocate effort to other tasks.

Easily Integrate Square and Gmail Using Yoom!

We've seen that integrating Square and Gmail can lead to improved operational efficiency.
Do you know that there is an easy way to integrate these very convenient apps without knowledge or skills?

By using Yoom, introduced in this article, you can integrate apps without code!
You can also integrate various apps according to business challenges and achieve automation, so be sure to register and try it out.

How to Create a Flowbot that Automatically Sends a Thank-You Email from Gmail When a Payment is Completed with Square

From here, we will introduce how to create a flowbot that can automatically send a thank-you email when a payment is completed with Square, as introduced in the above benefits! It can be created in about 10-20 minutes.

Step 1: Copy the Template

This time, we will create using a convenient template. It can be easily created as the basic settings are already completed!
To use the template, first, issue an account from here. You can try it for free!

Start by copying the template from the "Try it" banner below!

Step 2: Connect Square and Gmail to My Apps

First, you need to connect Square and Gmail to Yoom.
Please refer to the image below, click on "My Apps" in the left column, and then click on "+ New Connection".

Select Square from the list of new connections in My Apps.
Enter the email address or phone number and password of the Square account you want to connect, and click the add button.

Next, we will register Gmail to My Apps.
Select Gmail from the list of new connections.
Select the Gmail account you want to connect, log in, choose the information Yoom can access, and click "Continue".

This completes the connection of Square and Gmail to My Apps!‍

Next, we will copy the template to My Project and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you navigated to
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in.

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Step 3: Set Up App Trigger

Next, please click "My Projects" in the left column.
Click the top "Send a message on LINE WORKS when member information is updated in Kaonavi" flow bot.

Click "Edit" in the upper right corner.
This will allow you to freely edit the template!

Click the top "When a card is newly created (Webhook)".

Since the app trigger title and trigger action do not need to be changed, please click "Next" as is.

Next, set up the API connection for the app trigger.
Select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Conduct a test, and if successful, save it.

Step 3: Retrieve Specific Customer Information

Next, click "Retrieve Specific Customer Information".

Since the app trigger title and trigger action do not need to be changed, please click "Next" as is.

Next, set up the API connection.
Ensure that {{Customer ID}} is entered for the Customer ID, and run the test as is.
If the test is successful, save it.

Step 4: Send to Gmail

Next, click "Send to Gmail".
Here, you will set up the email to be sent.
The title does not need to be changed.

Set up the content of the email.

Email Address: Click "Email Address" in "Retrieve Specific Customer Information" in the output, and {{Email Address}} will be entered.
* Note: By setting it up as above, you can send emails by referencing the information registered in Square.

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Subject: Please set it as you like according to your usage.
Body: Click "Company Name", "Last Name", and "First Name" in "Retrieve Specific Customer Information" in the output. {{Company Name}}{{Last Name}}{{First Name}} will be entered.
* Note: Like the email address, let's automatically create emails by referencing the information registered in Square!
After setting the body according to your usage, click "Next".
Conduct a test, and if successful, click "Save".

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Finally, by turning on the trigger button, you will be able to operate the flow bot.

This completes the "Automatically send a thank you email when payment is completed with Square" flow bot!
The flow bot template introduced this time can be used by registering with Yoom from the following!

Summary

In this article, we introduced a method to automate thank-you emails and improve work efficiency by integrating Square with Gmail.
By sending a thank-you email immediately after a transaction, you can enhance customer satisfaction and significantly improve work efficiency by eliminating the need to send emails manually.
If you've been struggling with the hassle of sending thank-you emails, please give it a try!
At Yoom, in addition to the free plan, we offer a paid plan that uses AI to automatically create transcriptions and translations.
You can check the details of the paid plan here! The paid plan also comes with a two-week free trial period, so be sure to try it and experience the benefits for yourself.