How to Automatically Add Customer Information to Google Sheets When an Order is Placed on Squarespace

The process only has 4 steps, so it can be set up in 10-15 minutes.

1. Register Squarespace and Google Sheets as My Apps
2. Set a trigger to activate when order information is created in Squarespace
3. Set an action to add a record in Google Sheets
4. Verify the automation between Squarespace and Google Sheets

If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.

[What is Yoom]

Step 1: Register Squarespace and Google Sheets as My Apps

Let's register Squarespace and Google Sheets as My Apps to connect them to Yoom.
Registering as My Apps first will make the automation setup go smoothly.

Now, let's start with registering Squarespace as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Find Squarespace from the app list or search for it using "Search by App Name".

The following screen will be displayed, so check the Squarespace admin panel and set the "Account Name" and "Access Token".

Next, let's register Google Sheets as My App.
Select Google Sheets in the same way as before.
When the following screen appears, log in to Google Sheets.

Once both My App registrations are complete, Squarespace and Google Sheets will be displayed.

Step 2: Set a trigger to activate when order information is created in Squarespace

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If you want to make changes, you can do so from the following page.
First, click "When order information is created/updated" from the Squarespace settings.

When the following screen is displayed, check the settings.

• "Title" → Can be freely changed
• "Account information linked with Squarespace" → Check for discrepancies
• "Trigger action" → When order information is created/updated
  

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

Step 3: Set up an action to add records in Google Sheets

Next, to set up Google Sheets, click "Add record".
When the following screen is displayed, check the settings.

• "Title" → Can be freely changed
• "Account information linked with Google Sheets" → Check for discrepancies
• "Execute action" → Add record
  

Move to Google Sheets and set up the orderer information for testing.
As an example, it was set up as follows.

Return to the Yoom screen and set up the "Database integration".

The following screen will be displayed, so use the Squarespace output to set the "Values of the record to be added".
By clicking the arrow in the red frame, you can use the Squarespace output.
Select the output that matches the item name.
After setting, click "Test" → "Test successful" → "Save".

Step 4: Verify the automation between Squarespace and Google Sheets

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

Other examples of automation using Squarespace and Google Sheets

1. This flow automatically adds information to Google Sheets when order information is created/updated in Squarespace.
This eliminates the need for manual transcription of order information and reduces the risk of input errors.
You can also record order information in Google Sheets and use it for data analysis.

2. This is a flow for automatically creating and registering product information from Google Sheets to Squarespace.
Contrary to the flow introduced earlier, you can register product information from Google Sheets to Squarespace.
When registering a large amount of product information, manual entry can be time-consuming, so this automation helps save time.

3. This is a flow that automatically notifies Microsoft Teams when order information is created in Squarespace.
You will be notified promptly when order information is created, so there is no worry about missing order details.
You can also check the order information in Microsoft Teams, saving you the trouble of having to check Squarespace separately.

Summary

This time, we introduced a flow to register customer information in Google Sheets when order information is created in Squarespace.
This not only saves the trouble of manual registration but also prevents input errors.
By maintaining data accuracy, collaboration with different departments becomes smoother.
Additionally, team members can check the latest data, making subsequent tasks easier.
If you want to efficiently manage customer information, please take advantage of this automation.

Automation using Yoom can be easily done without coding.
If you want to experience it, please register for free from here.