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.
In this article, we will introduce how to notify Slack when a payment is made 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 coding, so please use it as a reference.

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
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.
In the case of delivery operations in restaurants, the delivery person who receives the payment completion notification can start preparing for the next delivery.
Such speedy responses can improve customer experience and operational efficiency.

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 prevents double-checking and miscommunication, enabling the provision of appropriate guidance to customers promptly.
Moreover, improving the accuracy of information enhances the quality of operations and can prevent trouble.

Benefit 3: Operational Efficiency

Automatically notifying Slack of payment information from Square eliminates the need for manual checks and communication, improving overall operational efficiency.
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 eliminates individual confirmation tasks and is expected to shorten the time required for data aggregation and reporting.
Additionally, automation can improve the productivity of the entire team.

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

[What is Yoom]

How to Notify Slack When a Payment Occurs on Square

When a payment occurs on Square, you can receive it via the Square API and notify Slack through the API provided by Slack.
With Yoom, you can automate this process without any 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, verify if the trigger is activated

Preparation

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

Step 1: Integrate Square and Slack 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, and you can search for "Square" and "Slack" one by one from the search window.

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

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

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, so please click "OK".

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

After that, click on the title or details to edit them.
A "!" 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 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 your 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 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.

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

This completes the flow of [Notify Slack when a payment occurs in Square].

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 works correctly.

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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 to introduce.

1. Send a personalized thank you email via Gmail when a payment is made with Square
This template automatically sends a personalized thank you email to the customer through 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 to provide personalized content.
This is expected to improve customer satisfaction and promote repeat purchases while reducing the effort of manual tasks.

2. Register in kintone after completing 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 response and accurate business operations.

3. Once payment is completed with Square, register in Airtable
This template automatically registers information in Airtable once 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., it is expected to improve the efficiency and accuracy of 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 can lead to improved customer satisfaction.
Additionally, this integration reduces manual verification tasks, and the automated flow enhances overall operational efficiency, which is expected to improve 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.