Once the payment is completed with Square, register it in Airtable.

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■Overview

‍This is a flow for registering in Airtable once a payment is completed with Square.

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■Recommended for

1. Those who utilize Square for their business

・Those who want to enhance customer satisfaction by supporting various payment methods

・Those who use it to streamline payment processes

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2. Those who accumulate data in Airtable

・Those who use it for centralized information management

・Those who use it for analyzing accumulated information

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■Benefits of using this template

Square is a tool that can be expected to improve customer satisfaction by supporting various payment methods.
Furthermore, by managing payment information with Airtable, you can analyze information from the entire business.
However, manually registering completed payment information into Airtable each time may take away time from other tasks.

This flow is effective for those who want to complete data entry efficiently.
By utilizing this flow, you can automatically add records to Airtable triggered by payment completion in Square, eliminating the need for manual registration.
Since you can register using the referenced information, it prevents human errors and maintains the accuracy of shared information.
By saving the time spent on manual registration and using it for other core tasks, you can quickly respond to tasks after payment completion, leading to improved customer satisfaction.

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■Notes‍

・Please integrate both Square and Airtable with Yoom.

・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

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

・Branching is a feature (operation) available with the Mini Plan or higher. If you are on the Free Plan, the operation of the flow bot you set will result in an error, so please be careful.

・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

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About the Apps You Use

Square

Yoom allows you to integrate with Square's API without any coding, enabling the automation of various tasks. For example, you can store transaction information from Square into Google Sheets or automatically register customer information in Square. Additionally, you can automatically sync transaction and billing information from Square to Yoom's database with just a click.

Related apps

Square

Templates using

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Airtable

Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.

Related apps

Airtable