Workflow Templates

Workflow Templates

Discover ready-made automation templates!
Workflow Templates
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All Templates
Microsoft Excel
Square
When a payment succeeds in Square, automatically create an invoice from a Microsoft Excel template and send it by email
Trigger this flow when a Square payment succeeds to generate an invoice in Microsoft Excel and send it via Gmail. Prevent data entry errors and missed sends while reducing the time and effort required for invoicing.
Microsoft Excel
Google Drive
Square
When a payment succeeds in Square, automatically create an invoice from a Microsoft Excel template and save it to Google Drive
Automatically generate Excel invoices and save them to Google Drive when Square payments are completed. Reduce manual entry and transcription errors, streamline monthly billing, minimize review stress, and close your books with confidence.
Squarespace
Google Sheets
Create and publish product information from Google Sheets in Squarespace
Automatically add products to Squarespace when new rows are added to Google Sheets. Reduce manual data entry and errors, save time, and streamline your ecommerce operations.
Square
Google Sheets
Slack
When a payment succeeds in Square, add it to Google Sheets and notify Slack
Trigger this flow when a payment is processed in Square to automatically log sales in Google Sheets and notify Slack. Prevent missed entries and updates while sharing daily sales accurately and effortlessly.
Square
Microsoft Teams
Notify Microsoft Teams when a payment matching specific conditions is created in Square
Detect specific Square payments and automatically notify a designated Microsoft Teams channel. Reduce manual checks and missed updates while delivering payment information in a timely manner.
Square
ChatGPT
Gmail
When a payment is made in Square, automatically draft a thank-you email in ChatGPT
Use completed Square payments to trigger ChatGPT to draft thank-you emails and send them via Gmail. Reduce time spent writing emails and prevent errors while enabling fast, thoughtful customer follow-up.
Apollo
Square
Register customer information in Square when a contact matching specific conditions is created in Apollo
When a new contact is created in Apollo, Yoom evaluates the conditions and automatically adds the customer information to Square. Reduce manual entry, input errors, and update delays to streamline daily customer management.
Square
Google Sheets
Retrieve product information from Square payments and add it to Google Sheets
Automatically add Square payment information to Google Sheets with Yoom. Eliminate manual entry, prevent transcription errors and reporting delays with accurate sales records, and streamline daily sales management.
Square
LINE Official Account
Send a LINE notification when a payment succeeds in Square
Automatically notify your LINE Official Account when a Square payment succeeds. Reduce manual checks and follow-ups, prevent missed or delayed updates and human errors, and streamline store operations.
Apollo
Square
Register customer information in Square when a contact is created in Apollo
Automatically register customer information in Square whenever a contact is created in Apollo. Eliminate duplicate data entry, reduce input errors, and save sales time—all while improving the reliability of your customer data.
Airtable
Squarespace
When product information is added to Airtable, add it to Squarespace too
Automatically add product information from Airtable to Squarespace and publish it. ,Eliminate duplicate data entry, reduce errors and registration time, and maintain accurate product management while lowering operational workload.
Amazon Seller Central
Square
When an order is placed in Amazon Seller Central, add the customer information to Square
Automatically register customer information in Square based on Amazon Seller Central orders. Eliminate manual entry, reduce data fragmentation and errors, and unify customer management across your online store and physical locations.
Airtable
Squarespace
Add product information to Squarespace when matching records are added to Airtable
Automatically add product information from Airtable to Squarespace after checking specified conditions. Reduce duplicate data entry and copy-and-paste errors while improving the speed and accuracy of your ecommerce updates.
Square
Google Sheets
Add a row to Google Sheets when a payment is processed in Square
Automatically append customer and sales data to Google Sheets when a Square payment is completed. Save time on data entry, prevent input errors, and manage sales accurately.
Liny
Google Sheets
LINE Official Account
Square
Add a friend tag in Liny when a payment is completed in Square
Automatically tag customers in Liny and notify your LINE Official Account when a Square payment is completed. Reduce missed registrations and data entry errors so you can focus on customer support.
Google Forms
Google Sheets
Squarespace
Create a draft product in Squarespace when a product addition request is submitted through Google Forms
Automatically create draft products in Squarespace whenever you receive a Google Forms response. Reduce manual entry and registration errors, and quickly prepare products for publishing from submission to launch.
Shopify
Square
When there is an order on Shopify, register the customer information in Square.
When there is a new order on Shopify, this flow registers the customer's information in Square. Without having to manually check the order details on Shopify, it is automatically added to Square, eliminating any gaps or omissions in information management.‍
Squarespace
Google Sheets
When order information is created or updated in Squarespace, add the information to a Google Spreadsheet.
This is a flow that adds information to a Google Sheets database when order information is created in Squarespace. It eliminates the need for manual transcription work, reducing the risk of input errors and data inconsistencies, thereby improving operational efficiency.
Smaregi
Square
When customer information is registered in Smaregi, add the customer information to Square as well.
When new customer information is registered in Smaregi, this flow adds the customer information to Square as well. You don't need to manually check the customer information registered in Smaregi, as it will be automatically added to Square, eliminating any gaps or omissions in information management. You can freely set the items to be added to Square.
Google Sheets
Square
When a row is added in Google Sheets, register the customer information in Square.
This is a flow where customer information is registered in Square when a row is added in Google Sheets. The entered customer information is reflected in Square in real-time, eliminating the need for manual data entry and significantly improving operational efficiency.
Square
Gmail
When a payment is made via Square, send a personalized thank you email through Gmail.
This is a flow where a personalized thank you email is sent via Gmail when a payment is made through Square. The thank you email is sent seamlessly after the payment is completed, allowing it to be sent timely regardless of the time of day.
Square
Shopify
When a customer is created in Square, register them in Shopify.
This is a business workflow that automatically registers new customers added in Square to Shopify. It eliminates the hassle of manual management and enables efficient customer management.
Wix
Square
When a contact is added to a segment in Wix, register the customer information in Square.
This is a business workflow that automatically registers new customers added to a segment in Wix to Square. It eliminates the need for manual input, allowing for smooth customer management.
Square
Microsoft Outlook
Send a thank you email individually via Outlook when a payment is made through Square.
This is a flow where a thank you email is sent individually via Outlook when a payment is made through Square. There is no longer a need to confirm the completion of each payment, which serves as the trigger for sending the thank you email, allowing for efficient relationship building with customers.