How to Integrate Applications

2024/07/17

How to integrate Square with LINE to automatically notify when a payment is created in Square

m.wadazumi

By integrating Square with LINE, you can easily manage payment information.
For app integration, please use Yoom, which can be set up with no code!

Even I, who am hesitant about difficult tasks, was able to use it immediately, so rest assured.
This article introduces the flow of "notifying LINE when payment information is created in Square."

Benefits and Automation Examples of Integrating Square with LINE

As cashless transactions increase, more people are using Square for cashless payments and online sales.
Square is an app that manages credit card payments on smartphones and tablets.
Additionally, LINE has a very high usage rate in Japan, with over 80% of people using it.

Here are the benefits of integrating these two apps.

1. Ability to Grasp Payment Information

By integrating Square with LINE, you can grasp payment information.
For example, you can send a message to LINE when payment information is created.
You can immediately check the status and amount of payments without launching Square!

You can quickly check transaction details, eliminating the need to switch between apps.
Also, if you share it on internal LINE, it makes it easier to move on to the next task.

2. Real-Time Confirmation

By integrating Square with LINE, you can confirm payment information in real-time.
For example, you can immediately notify LINE when a payment is completed in Square.
You can confirm payments without any time lag, ensuring you don't miss any information.

Additionally, there will be no omissions or leaks in information management, allowing you to smoothly complete confirmation tasks.
If you're working in a team, real-time notifications are a great advantage.

How to Create a Square and LINE Integration Flow

For integrating Square with LINE, please try using Yoom, which can be created with no code.
It's an app that allows for very easy app integration, recommended for those who are resistant to operations.
If you are using Yoom, please log in.
If you are using Yoom for the first time, please set it up from here.

This time, we will create using the following template: "Notify LINE when payment information is created in Square."

How to Connect Square and LINE Accounts to Yoom

Yoom has a feature called My App Registration that allows you to link the apps you use with your Yoom account.
Let's proceed with the My App Registration from Square.
Once logged into Yoom, click on "My Apps" on the left side, then "New Connection".
Look for Square in the list of apps displayed, or search using "Search by App Name".

When you reach the following screen, please log in to your Square account.

Next, let's register LINE as a My App.
For LINE My App Registration, please follow this guide to link it.
Once the My App Registration for Square and LINE is complete, they will appear in your My Apps section.

How to Notify LINE When Payment Information is Created in Square

This time, we will create a flow using the template "Notify LINE when payment information is created in Square" as shown below.

This flow consists of only two steps, so it can be created quickly.

  1. Set up a trigger that activates when payment information is created in Square
  2. Set up an action to notify LINE

Please click "Try it" on this banner.

You will transition to this screen, so let's click "Edit" in the top right corner.

If you want to change the "Title" or "Description", you can do so by clicking on the title field.
Proceed from the Square app trigger settings and click "When new payment information is created".
You will transition to the following screen, so let's check if the settings are correct.

  • "App Trigger Title" → Can be set as you like
  • "Account Information to Link with Square" → Check if correct
  • "Trigger Action" → When new transaction information (payment information) is created

Once you reach this screen, set the "Trigger Interval" as desired.
"Test" → "Test Successful" → "Save" to complete the Square settings.


Next, we will set up notifications to LINE.
Click "Notify LINE" and check if the setting information is correct.

  • "Title" → Can be set as you like
  • "Account Information to Link with LINE" → Check if correct
  • "Action" → Send message to talk room

Once you transition to this screen, the Square output is automatically entered in the message field.
{{Transaction ID}}{{Payment Amount}}{{Status}}{{Payment Method}} ← These are the outputs.
If you need additional information, click the red frame to add items.

You can also set the message field like this as you prefer.
It is recommended to change the display to make it easier to read or add a message.
Once the LINE settings are complete, please "Test" → "Test Successful" → "Save".

Finally, once you turn the app trigger "ON", the automation between Square and LINE is complete.

Advanced Integration Flow of Square and LINE

This time, we introduced a template for "New payment information is created" → "Notification to LINE".
By using this template, you can eliminate the hassle of opening both apps.

Yoom also offers other templates, so we will introduce templates that use Square and LINE respectively.

First, there is a template that integrates Square with Gmail to "Automatically send a thank you email when a payment is completed on Square".

Please consider this template as simply changing the LINE app used this time to the Gmail app.
If you were able to create this flow without any issues, it should be very easy to set up.
By using this template, you can respond quickly to customers.
Therefore, it is expected to improve customer satisfaction.

The next template we will introduce is how to link Smaregi with LINE to "notify daily sales information from the previous day's Smaregi to LINE every day."

This template can be created with the following flow.

  1. Set up a schedule trigger to activate at 10 AM daily
  2. Retrieve closing date information
  3. Send a message to the talk room

By using the schedule trigger feature in Yoom, you can set up a trigger to activate at a specified time.
This allows you to check the previous day's sales information without logging into Smaregi.
You can change the timing and content of notifications to LINE as you like, allowing for flexible use.

Summary

This time, we introduced the flow of "Notify LINE when payment information is created in Square."
By linking Square and LINE, you can grasp payment information and check information in real-time.
By incorporating this automation, information omissions and oversights are reduced, and information management becomes easier.
The apps introduced this time were Square and LINE, but Yoom can integrate with over 130 different apps.
Let's link some of the apps you usually use to further streamline your operations.
Yoom offers a two-week free trial, so be sure to take advantage of it.

The person who wrote this article
m.wadazumi
I've been working as a writer since my job in child welfare, and I'm currently writing a blog on Yoom. While being surprised by the work efficiency improvements that can be made with Yoom, I would like to share that excitement with everyone and contribute to society. I'll tell you about application integration and automation that even I, who has zero programming knowledge, can do.
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