How to integrate Square with Gmail to automatically send personalized thank you emails via Gmail when a payment is completed in Square

Let's check the screen display below and click "OK".

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When the following screen is displayed, please check the "Title" and "Description".
Since we will configure Square, click "When a payment is created".

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Step 3: Set up the Square trigger that initiates the flow and the subsequent Gmail operation settings

When the following screen is displayed, let's check the settings.

• "Title" → Can be freely changed
• "Account information linked with Square" → Confirm if the account is correct
• "Trigger Action" → When a payment is created
  

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The following screen will be displayed, so select the "Trigger Interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Note that the trigger interval varies depending on the plan.
After setting, click "Test" → "Test Successful" → "Save".

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Next, to set up obtaining specific customer information in Square, click "Get specific customer information".
When the following screen is displayed, please check the settings.

• "Title" → Can be freely changed
• "Account information linked with Square" → Confirm if the account is correct
• "Action" → Retrieve Specific Customer Information
  

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The following screen will be displayed, so set the "Customer ID".
Use the output from "When a payment is completed" to set it as follows.
The output can be displayed by clicking the arrow within the red frame.

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Next, since we will configure Gmail, click "Send Email".
When the following screen is displayed, let's check the settings.

• "Title" → Can be freely changed
• "Account information linked with Gmail" → Confirm if the account is correct
  

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Scroll and set the "Email Content".
For "To", set the "Email Address" from the output of "Get specific customer information".

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Next, set the "Subject" and "Body".
Let's combine and set up the output for "When a payment is created."

After setting, click "Next".

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The following screen will be displayed, so check the email content.
If there are no issues, click "Test" → "Test Successful" → "Save".

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Step 4: Turn on the trigger button and check the integration operation between Square and Gmail

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot is operating correctly.

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Here is the template used this time.

Other automation examples using Square and Gmail

In addition to the flows we introduced this time, you can use the APIs of Square and Gmail to automate a variety of tasks.
All of them can be used with simple setup, so if you find any that interest you, please give them a try!

Other Automation Examples for Square and Gmail

You can also automatically send a thank you email when a payment is completed with Square.

Example of automation using Square

Register when payment is completed with Square

When payment is completed with Square, information is automatically added, reducing the burden of manual work.

Notify me when a payment is made with Square

Automatic notifications allow team members to see payments in a timely manner without having to log in to Square individually.

Register the created customer information in Square

Collected customer information is automatically registered in Square, ensuring data consistency between the two systems.

Use OCR to read and register business card images received via Gmail

Business card information is digitized simply by taking or scanning an image and sending it by email, reducing the workload.

Get customer information at the specified date and time and send a standard message via Gmail

Gmail standard messages are automatically sent on the specified schedule, eliminating the need to manually get information or create and send emails, and preventing emails from being sent to the wrong address or forgotten.

Upload attachments received via Gmail

It will automatically upload to a specified folder, so it's useful for sharing files received via email.

Benefits and examples of linking Square and Gmail

Benefit 1: You can respond to customers at the right time

By linking Square and Gmail, you should be able to respond to customers at the right time! For example, when a payment is completed with Square, you can automatically send a thank you email via Gmail. This will allow you to follow up more accurately and quickly than if you sent a thank you email manually. By implementing this automation, customers can confirm their payment, which may give them peace of mind when using the service.

Benefit 2: Reduce the time and effort required for manual work

Manually sending thank you emails places a burden on the person in charge and takes up a lot of time. For example, by automatically sending thank you emails, you can significantly reduce the time it takes to create emails, which you previously had to do manually. This may allow even a small number of staff to focus on customer service. Reducing the burden of manual work in this way creates an environment where staff can focus on their core tasks.

Benefit 3: Strengthens trust

To deepen trust with your customers, it is essential to communicate at the right time. For example, when a payment is completed with Square, you can deepen trust with your customers by sending a message from Gmail saying "Thank you for your purchase." Furthermore, including customer service contact information in the Gmail message may provide customers with a sense of security.

Summary

By integrating Square and Gmail to automate thank you emails, you can expect smoother customer service and improved business efficiency.
This automation will be especially beneficial for small businesses!
By automating your work, you can reduce manual work and focus on more important tasks.

We encourage you to consider using Yoom to introduce automation.