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Today, we'll explain how to use Gmail to automatically send thank you emails after payments with Square.Using this automation can make responding to customers smoother and may even help build trust.This automation will be a great help, especially for businesses run by a small team!Use this article as a reference and try automating the sending of thank you emails.
In this article, we will introduce how to integrate using the no-code tool "Yoom".
No complicated settings or operations are required, so even non-engineers can easily achieve this.
You can get started right away with the template below, so please give it a try!
■Overview
This flow sends individual thank-you emails via Gmail when a payment is made through Square.
■Recommended for
1. Those who use Square for payment processing
・Stores that have implemented Square
・Those using Square as a payment system for online sales
2. Those who use Gmail
・Those who frequently create and send thank-you emails
・Those who want to automatically send thank-you emails based on Square payments
■Benefits of using this template
Square is a system that can streamline payment processing for both physical and online stores.
However, if you want to send an additional thank-you email after the automatic payment confirmation email, there is a risk of sending it to the wrong recipient.
This flow allows you to automatically send thank-you emails from Gmail to purchasers when a payment is made through Square, preventing human errors.
The thank-you emails are sent seamlessly after the payment is completed, allowing for timely delivery regardless of the time of day.
The content of the Gmail message can be customized, allowing you to send messages tailored to your business.
■Notes
・Please integrate both Square and Gmail with Yoom.
・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
[What is Yoom]
This time, we will introduce how to set up the following template: "Send individual thank-you emails via Gmail when a payment is made on Square."
By using this template, you don't need to set up automation from scratch, making it convenient.
The integration flow is broadly created through the following processes.
If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.
Please register Square and Gmail as My Apps to connect them to Yoom.
Pre-registering as My Apps will facilitate smooth automation settings.
Please register Square as My App.
Click "My Apps" → "+ Add" on the left side of the Yoom screen.
Search for Square from the "Search by App Name" field or find it from the app list.
When the following screen appears, please log in to Square.
Next, let's register Gmail as My App.
Search for Gmail in the same way as before or find it from the list.
When the following screen appears, log in to Gmail.
If Square and Gmail are displayed in My Apps, the registration is complete.
To set up automation, click "Try it" on the banner below.
■Overview
This flow sends individual thank-you emails via Gmail when a payment is made through Square.
■Recommended for
1. Those who use Square for payment processing
・Stores that have implemented Square
・Those using Square as a payment system for online sales
2. Those who use Gmail
・Those who frequently create and send thank-you emails
・Those who want to automatically send thank-you emails based on Square payments
■Benefits of using this template
Square is a system that can streamline payment processing for both physical and online stores.
However, if you want to send an additional thank-you email after the automatic payment confirmation email, there is a risk of sending it to the wrong recipient.
This flow allows you to automatically send thank-you emails from Gmail to purchasers when a payment is made through Square, preventing human errors.
The thank-you emails are sent seamlessly after the payment is completed, allowing for timely delivery regardless of the time of day.
The content of the Gmail message can be customized, allowing you to send messages tailored to your business.
■Notes
・Please integrate both Square and Gmail with Yoom.
・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
Let's check the screen display below and click "OK".
When the following screen is displayed, please check the "Title" and "Description".
Since we will configure Square, click "When a payment is created".
When the following screen is displayed, let's check the settings.
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".
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.
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.
Next, since we will configure Gmail, click "Send Email".
When the following screen is displayed, let's check the settings.
Scroll and set the "Email Content".
For "To", set the "Email Address" from the output of "Get specific customer information".
Next, set the "Subject" and "Body".
Let's combine and set up the output for "When a payment is created."
After setting, click "Next".
The following screen will be displayed, so check the email content.
If there are no issues, click "Test" → "Test Successful" → "Save".
Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot is operating correctly.
Here is the template used this time.
■Overview
This flow sends individual thank-you emails via Gmail when a payment is made through Square.
■Recommended for
1. Those who use Square for payment processing
・Stores that have implemented Square
・Those using Square as a payment system for online sales
2. Those who use Gmail
・Those who frequently create and send thank-you emails
・Those who want to automatically send thank-you emails based on Square payments
■Benefits of using this template
Square is a system that can streamline payment processing for both physical and online stores.
However, if you want to send an additional thank-you email after the automatic payment confirmation email, there is a risk of sending it to the wrong recipient.
This flow allows you to automatically send thank-you emails from Gmail to purchasers when a payment is made through Square, preventing human errors.
The thank-you emails are sent seamlessly after the payment is completed, allowing for timely delivery regardless of the time of day.
The content of the Gmail message can be customized, allowing you to send messages tailored to your business.
■Notes
・Please integrate both Square and Gmail with Yoom.
・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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!
You can also automatically send a thank you email when a payment is completed with Square.
■Overview
This flow sends individual thank-you emails via Gmail when a payment is made through Square.
■Recommended for
1. Those who use Square for payment processing
・Stores that have implemented Square
・Those using Square as a payment system for online sales
2. Those who use Gmail
・Those who frequently create and send thank-you emails
・Those who want to automatically send thank-you emails based on Square payments
■Benefits of using this template
Square is a system that can streamline payment processing for both physical and online stores.
However, if you want to send an additional thank-you email after the automatic payment confirmation email, there is a risk of sending it to the wrong recipient.
This flow allows you to automatically send thank-you emails from Gmail to purchasers when a payment is made through Square, preventing human errors.
The thank-you emails are sent seamlessly after the payment is completed, allowing for timely delivery regardless of the time of day.
The content of the Gmail message can be customized, allowing you to send messages tailored to your business.
■Notes
・Please integrate both Square and Gmail with Yoom.
・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
When payment is completed with Square, information is automatically added, reducing the burden of manual work.
■Overview
This is a flow for registering in Airtable once a payment is completed with Square.
■Recommended for
1. Those who utilize Square for their business
・Those who want to enhance customer satisfaction by supporting various payment methods
・Those who use it to streamline payment processes
2. Those who accumulate data in Airtable
・Those who use it for centralized information management
・Those who use it for analyzing accumulated information
■Benefits of using this template
Square is a tool that can be expected to improve customer satisfaction by supporting various payment methods.
Furthermore, by managing payment information with Airtable, you can analyze information from the entire business.
However, manually registering completed payment information into Airtable each time may take away time from other tasks.
This flow is effective for those who want to complete data entry efficiently.
By utilizing this flow, you can automatically add records to Airtable triggered by payment completion in Square, eliminating the need for manual registration.
Since you can register using the referenced information, it prevents human errors and maintains the accuracy of shared information.
By saving the time spent on manual registration and using it for other core tasks, you can quickly respond to tasks after payment completion, leading to improved customer satisfaction.
■Notes
・Please integrate both Square and Airtable with Yoom.
・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
・Branching is a feature (operation) available with the Mini Plan or higher. If you are on the Free Plan, the operation of the flow bot you set will result in an error, so please be careful.
・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).
■Overview
This is a flow that registers payments completed with Square into Microsoft Excel.
■Recommended for
1. Stores using Square
・Those who use Square as a payment system
・Store owners utilizing Square by offering multiple payment options
2. Those managing payment data
・Those who centrally manage payment data in Microsoft Excel
・Those who analyze payment data for marketing strategies
■Benefits of using this template
Square offers multiple payment options and is a system that can cater to a wide range of customers.
However, if you manage Square's payment data with other tools, there is a risk of data entry errors or omissions due to manual work.
This template is suitable for those who want to streamline manual registration tasks.
By using this template, payment data can be automatically registered in Microsoft Excel once a Square payment is completed, reducing the burden of manual work.
Even if there is a large amount of data to register, the data registration is seamless, allowing you to focus on other important tasks.
■Notes
・Please integrate Square and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
Automatic notifications allow team members to see payments in a timely manner without having to log in to Square individually.
■Overview
This is a flow that notifies Microsoft Teams when a payment is made via Square.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who handle payment operations with Square
・Those who find it cumbersome to track verifiers and responders for Square payments
・Those who want to enhance transparency in post-payment responses
2. Those who utilize Microsoft Teams for business
・Those who share information with team members via Microsoft Teams
・Those who want to timely grasp notifications related to Square payments
■Benefits of using this template
Tracking verifiers and subsequent responders for Square payment statuses is cumbersome.
Moreover, if responses overlap, there is a concern about rework and decreased productivity.
With this flow, you can notify Microsoft Teams when a payment is made via Square.
By replying to the message notified to Microsoft Teams with confirmation or response status, it becomes easy to track responders.
It also prevents work duplication and enhances response transparency, thereby increasing the overall productivity of the team.
■Overview
This is a flow that notifies Slack when a payment is made on Square.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Square in their business
・Those who log in to Square each time to confirm payments
・Those who want to keep track of Square payments in a timely manner
2. Those who use Slack in their daily work
・Those who use Slack as a communication tool with team members
・Those who want to streamline information sharing by integrating with Square
■Benefits of using this template
If you are proceeding with the next steps after a payment is made on Square, delays in confirmation can cause delays in response.
Additionally, it can be inefficient and decrease productivity if team members individually confirm Square payments.
With this flow, notifications are sent to Slack when a payment is made on Square, allowing for efficient information sharing across the team.
Team members no longer need to log in to Square individually to confirm, and can check Square payments in a timely manner.
This also eliminates time lags in information confirmation, allowing for speedy business responses.
Collected customer information is automatically registered in Square, ensuring data consistency between the two systems.
■Overview
The workflow "Add customer information created in WooCommerce to Square" automates data integration between online shops and POS systems, improving operational efficiency.
By utilizing this workflow, customer information in WooCommerce can be automatically added to Square, enabling smooth data management.
■Recommended for
■Benefits of using this template
Business card information is digitized simply by taking or scanning an image and sending it by email, reducing the workload.
■Overview
The workflow "Automatically register business card images attached to Gmail to Sansan using OCR" is a business workflow that streamlines the management of business card information received in business.
It eliminates the hassle of manual input, reducing the time spent on business card management and improving data accuracy.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that reads business card images received in Gmail using OCR and adds the data to kintone.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
1. Those who frequently exchange business cards
・Sales representatives who exchange many business cards daily and find data entry time-consuming
・Event managers who receive many business cards at exhibitions or events and face challenges with data processing
・Marketing personnel who want to quickly share business card information for aggregation and analysis
・Customer support team members who wish to smoothly follow up using business card information
2. Managers or administrators aiming to streamline business card data management
・Those who want to efficiently manage contact information for new clients or customers
・Those aiming to promote digital management of business card information
■Benefits of using this template
By implementing this flow, you can automatically add data to kintone by reading business card images attached to emails received in Gmail using OCR.
Simply taking a photo or scanning the image and sending it via email digitizes the business card information, reducing the workload for staff and speeding up lead approaches, marketing analysis, and customer follow-ups.
■Overview
This is a flow that reads business card images received in Gmail using OCR and registers them as contacts in Salesforce.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who frequently exchange business cards
2. Those looking to improve the efficiency of managing business card data and contacts
■Benefits of using this template
By implementing this flow, the OCR reading of business card images attached to emails received in Gmail, the data registration of Salesforce contacts, and the upload of business card images are automatically completed.
Since business card information is digitized simply by taking or scanning images and sending emails, the workload on the staff is reduced.
Sales and customer support staff can smoothly proceed with customer approaches and follow-ups.
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.
■Overview
This flow retrieves customer information from Google Sheets at a specified date and time and sends a template email via Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
By implementing this flow, template emails in Gmail will be automatically sent based on customer information managed in Google Sheets according to a specified schedule.
It automates reminders based on contract renewal dates or deadlines, sending congratulatory messages or coupons to individual customers in their birth month, and campaign announcements based on purchased products or purchase frequency.
This eliminates the need for manual information retrieval and email creation/sending, preventing errors in recipients and forgotten sends.
Additionally, using templated emails ensures consistent quality in communication.
■Overview
This flow retrieves customer information from Notion at a specified date and time and sends a template email via Gmail.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
By implementing this flow, template emails in Gmail will be automatically sent based on customer information managed in Notion and according to the specified schedule.
Automations include sending reminders based on contract renewal dates or deadlines, sending birthday greetings or coupons to individual customers, and campaign announcements based on purchased products or purchase frequency.
Manual information retrieval and email creation/sending are no longer necessary, preventing errors in recipient addresses and missed sends.
Additionally, using templated emails allows for consistent quality communication.
■Overview
This flow retrieves customer information from kintone at a specified date and time and sends a template email via Gmail.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
■Benefits of using this template
By implementing this flow, template emails in Gmail are automatically sent based on customer information managed in kintone, according to a specified schedule.
Reminders aligned with contract renewal periods or deadlines, birthday greetings or coupons for individual customers, and campaign information based on purchased products or purchase frequency are automated.
This eliminates the need for manual information retrieval and email creation/sending, preventing errors in recipient addresses and missed sends.
Additionally, using templated emails ensures consistent quality communication.
It will automatically upload to a specified folder, so it's useful for sharing files received via email.
■Overview
This is a flow to save files received in Gmail to OneDrive.
■Recommended for
1. Those who use Gmail and OneDrive for business
・Personnel who use Gmail for communication with clients
・Personnel who use OneDrive for file management
・Those considering efficiency improvements by integrating Gmail and OneDrive
2. Those who want to reduce manual file saving tasks and automate them
・Owners of small and medium-sized enterprises aiming for business automation
・Personnel in general affairs and administration with many manual tasks
■Benefits of using this template
・By automatically saving files received in Gmail to OneDrive, you can improve business efficiency.
・Automatically saving files to OneDrive helps prevent human errors.
・You no longer need to perform file saving tasks from Gmail, allowing you to allocate time to other important tasks.
・By customizing the flow bot, you can also send notifications to communication tools after saving files to OneDrive.
■Notes
・Please integrate both Gmail and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
・For forwarding processing when using Gmail as a trigger by integrating Gmail with Yoom, please refer to the following:
■Overview
This is a flow to upload attachments received in Gmail to Dropbox.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage business emails using Gmail
・Those who receive a large number of attachments via email for business purposes and find manual organization time-consuming
・Those who want to efficiently save and manage attachments in cloud storage
2. Those who use Dropbox for file sharing and management
・Those who want to save files collectively in Dropbox but find manual uploading cumbersome
・Those who want to automate file management by linking Gmail and Dropbox
■Benefits of using this template
By uploading attachments received in Gmail to Dropbox, you can enjoy the following benefits.
Firstly, the task of manually downloading and uploading files is eliminated.
This improves work efficiency and allows you to dedicate valuable time to other important tasks.
This is especially effective in tasks that frequently handle files.
Furthermore, automation reduces missed files and errors, achieving accurate data management.
This reduces future troubles and verification tasks, ensuring smooth business operations.
■Notes
・Please connect both Gmail and Dropbox with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow to upload attachments received in Gmail to Google Drive.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who use Gmail for business
・Those who frequently receive files via email from clients
・Those who want to prevent the risk of missing or losing email attachments
2. Those who use Google Drive for business
・Those who want to quickly save files to a shared drive for the entire team
・Those who manage multiple projects and want to organize deliverables in project-specific folders
・Those who want to organize and manage contracts and invoices sent by customers
■Benefits of using this template
With this flow, files attached to emails with specific labels received in Gmail are automatically uploaded to a designated folder in Google Drive.
It enables timely information sharing after receiving emails, reduces human errors such as missing or incorrect file storage, and prevents the risk of loss.
It is useful for sharing files received via email, such as invoices, project documents and deliverables, and various internal documents.
■Notes
・Please integrate Gmail and Google Drive with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・If you are using email auto-sorting settings to determine the presence of attachments with specific labels, branching settings are not necessary.
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.
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.
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.
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.
