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

In situations where a lot of information is handled in daily operations, such as payment processing and order management, accurate and speedy information sharing is essential.
In recent years, the method of utilizing tools in combination has been gaining attention.
This time, we will introduce how to notify Slack when a payment occurs in Square by combining Square and Slack.
This automation enables quick information sharing and can improve business processes.
We will also explain the setup method that allows integration without code, so please refer to it.

Recommended for

Those who use Square and Slack in their daily operations
Those who want to share accurate payment information and prevent mistakes or troubles in advance
Those who want to efficiently manage payment status across multiple stores or locations

Benefits and Examples of Integrating Square and Slack

Benefit 1: Speedy Response

By integrating Square payment notifications with Slack, quick responses become possible.
For example, when an order is placed in an online store and the customer completes the payment, the notification is quickly shared on Slack, allowing staff to immediately start picking and packing the product.
Additionally, in the delivery operations of restaurants, the delivery person who receives the payment completion notification can start preparing for the next delivery.
By achieving such speedy responses, improvements in customer experience and operational efficiency can be expected.

Benefit 2: Accurate Information Sharing

When a payment occurs in Square, receiving notifications via Slack allows accurate information to be quickly shared within the team.
For example, in a travel agency, when a customer pays the tour fee, a notification is sent to Slack, allowing all responsible staff to confirm the exact amount and payment completion status.
This can prevent double-checking and miscommunication, and it is expected to provide appropriate guidance to customers promptly.
Moreover, improving the accuracy of information can enhance the quality of operations and prevent trouble from occurring.

Benefit 3: Operational Efficiency

By automatically notifying Slack of payment information from Square, manual confirmation and communication become unnecessary, and overall operational efficiency can be improved.
For example, in an apparel chain operating multiple stores, payments made at each store are quickly recorded in a dedicated Slack channel, allowing accounting personnel to centrally grasp sales information from all stores.
This can eliminate individual confirmation tasks and shorten the time required for data aggregation and reporting.
Additionally, automation can also improve the productivity of the entire team.

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

[About Yoom]

How to Notify Slack When a Payment Occurs in Square

When a payment occurs in Square, it can be received via the Square API and notified to Slack through the API provided by Slack.
With Yoom, you can automate this process without programming knowledge.

The steps for this integration flow are broadly as follows:

Integrate Square and Slack with My Apps
Copy the template
Set up triggers and actions
Finally, check 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 Slack with My Apps

1) After logging 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, and you can search for "Square" and "Slack" one by one from the search window.

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

Similarly, once you select Slack, choose the posting destination and click "Allow".

3) Once registration is complete, an icon will be displayed in My Apps.
Make sure the icon of the registered app is displayed.

Step 2: Copy the Template

Click this banner.

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

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

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

After that, click on the title or details to edit them.
The "!" icon will appear on the right side, 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 interval.
The trigger interval varies depending on the subscription plan.
Please refer to this for details of 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 Slack Action

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

2) Select the action "Send Message to Channel", enter the database ID, and click "Next".

3) Enter the required information.

‍

You can enter using the output information obtained from Square.
Select from the options if necessary, and once the input is complete, click "Save".

With this, the flow of 【Notify Slack when a payment occurs in Square】 is complete.

Step 6: Test and Verify

Once the setup is complete, the following display will appear, click "Turn on Trigger".
Start the flow bot and verify that it operates correctly.

‍

Here is the template used this time

Other Automation Examples Using Square

There are many other examples of automation using Square in Yoom, so here are a few introductions.

1. Send Individual Thank You Emails via Gmail When a Payment is Made with Square
This template automatically sends individual thank you emails to customers via Gmail when a payment is made with Square.
For example, the sales department can quickly respond to customers by thanking them for their purchase or offering a coupon for their next purchase.
The email can include the customer's name, purchased items, and payment date, providing personalized content.
This reduces manual work while improving customer satisfaction and encouraging repeat purchases.

2. Register with kintone after completing the payment with Square
This template automatically registers customer information and purchase details in the kintone database once the payment is completed with Square.
For example, by linking payment information to the "Sales Management App" for the sales department or the "Expense Reimbursement App" for the accounting department, each department can share data quickly.
This reduces the effort and errors of manual input, allowing for prompt customer service and accurate business operations.

3. Once the payment is completed with Square, register it in Airtable
This template automatically registers information in Airtable once the payment is completed with Square.
For example, by adding payment data to a customer list for the sales department or a sales management sheet for the accounting department, each department can quickly share data.
By including customer names, purchased products, amounts, payment dates, etc., in the registration details, you can expect improved efficiency and accuracy in data management.
This can reduce the workload and enable quick response and analysis.

Summary

This time, we introduced a flow where a notification is sent to Slack when a payment is made via Square.
By integrating Square and Slack, payment information and order status are quickly notified, allowing staff to respond promptly and accurately, which is expected to improve customer satisfaction.
Additionally, this integration reduces manual verification tasks and the automated flow enhances the overall efficiency of operations, leading to improved team productivity.
Furthermore, by utilizing Yoom, even beginners can easily integrate tools.
Please consider adopting the integration method introduced this time to achieve improved efficiency and accuracy.