How to integrate Squarespace with Notion to register order information in Notion when it is created in Squarespace

Since it's just 5 steps, it's easy to set up.

1. Register Squarespace and Notion as My Apps

2. Select a template and prepare a storage location

3. Set a trigger to activate when order information is created or updated in Squarespace

4. Set an action to add a record in Notion

5. Test and verify

Step 1: Integrate Squarespace and Notion with My Apps

If you are using it for the first time, please check First Time Yoom.

1. Log in to your Yoom account.

If you do not have an account, please create one first on the Yoom account creation page.

Click "My Apps" and select "New Connection".

2. Click on New Connection.

3. You can search by app name from the red frame. This time, search for Squarespace and Notion respectively and register them.
Once registration is complete, the Squarespace and Notion icons will be displayed in My Apps.

If you have any other questions about Yoom, please check the Yoom Help Center.

Step 2: Select a Template and Prepare a Storage Location

Let's set up the automation.
1. Click "Try it" from the link below.

2. When the following display appears, the template copy is successful.

Step 3: Set the trigger to activate when employee information is updated

1. Set up by clicking in order.
First, click on "When order information is created/updated" at the top.

2. Enter the title freely.
Enter the account information to connect with Squarespace.
Select "When order information is created/updated" for the trigger action.
Once the input is complete, click "Next".

3. Set the trigger activation interval.
You can choose activation intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Once the setup is complete, click Test.
If no errors occur, save it.

※ Please note that the shortest activation interval varies depending on the plan.

Step 4: Set the action to add a record in Notion

1. Click the "Update Record" icon.

2. Enter the account information to connect with Notion.
Select "Add Record" for the execution action.

3. Set up the database connection.
If you have trouble setting the database ID, please refer to this page.
Once the input is complete, click "Next".

4. Set the values for the record to be added.
When you click on the field, the information output from Squarespace will be displayed.
Once the setup is complete, perform a test and save if there are no issues.

5. This completes the flow of [Registering order information in Notion when order information is created in Squarespace].

Step 5: Test and Confirm

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

Specific Use Cases for This Flow

We also introduce use cases where the template introduced this time is useful.

1. Simplifying Customer Follow-Up After Product Sales

By automatically registering customer details in Notion when an order is registered in Squarespace, follow-up after product shipment and regular maintenance contacts are simplified.
For example, when shipping is completed, you can refer to the customer list in Notion and send out regular maintenance or usage instructions emails all at once.
Additionally, if you handle products where post-sale support is important, you can smoothly handle post-purchase inquiries and propose additional support.

2. Improving Team Sharing Efficiency Through Centralized Customer Information Management

By automatically registering order information in Notion, a system is established where the marketing team and customer support team can always access the latest customer information.
For example, when the customer support team receives an inquiry from a customer, they can immediately check past purchase history and order status in Notion, making customer support smoother.
Additionally, when the marketing team plans a campaign, they can easily extract target customer information from Notion and conduct appropriate promotions.
By allowing each team to always share the latest information, work efficiency can be improved.

3. Streamlining Management of Subscriptions and Repeat Customers

By centrally managing information on customers who order regularly or repeat customers in Notion, you can track customer purchasing trends and repeat frequency in detail.
For example, when conducting special promotions for repeat customers, you can refer to past purchase history and offer benefits tailored to individual customers.
By organizing customer data, you can approach specific customer segments easily and effectively.

With Yoom's template, no complicated operations are required, and you can complete the setup immediately.
Try this convenient flow from the link below.

Other Examples of Automation Using Squarespace and Notion

There are many other examples of automation using Squarespace and Notion on Yoom, so here are a few.

1. A flow that notifies Microsoft Teams when order information is created in Squarespace.
By implementing this flow, a notification will be sent to Microsoft Teams the moment order information is created in Squarespace.
This allows the person in charge to quickly grasp the order status and respond promptly.

2. This is a flow for creating a quotation in Microsoft Excel using information from a Notion database and sending it via email.
‍ By utilizing this flow, you can automatically add information from Notion to a Microsoft Excel template to create a quotation and send it to a client via email.
Automating the entire process up to sending the quotation can significantly reduce work time and effort.

‍

3. This is a flow to create a folder in Google Drive when a client is registered in Notion.
‍By using this template, you can automatically create a client folder in Google Drive after adding a client in Notion.
This saves the hassle of creating folders manually and allows you to create folders quickly, facilitating smooth business operations.

Summary

By integrating Squarespace with Notion, order information from Squarespace is automatically registered in Notion.
By establishing a system where the entire team can quickly share information, you can prevent operational troubles and mistakes in advance.
With Yoom, you can easily operate by simply following the instructions without any special knowledge.
By integrating multiple apps, your daily operations will proceed more efficiently. Please give it a try.