■Overview
This is a flow for registering in Airtable once a payment is completed with Square.
■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
2. Those who accumulate data in Airtable
・Those who use it for centralized information management
・Those who use it for analyzing accumulated information
■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.
■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).
When a record is created
When a record is updated
When a payment is created
When a booking is created
When a booking is updated or canceled
Retrieve Record
Create Record
Update Record
Delete Record
Attach File to Record
Create Comment
Search Records (Keyword Search)
Retrieve List of Records
Download Record File
Retrieve Specific Customer Information
Search Customer Information
Retrieve Specific Transaction Information
Retrieve Specific Order Information
Retrieve Specific Product Information
Register Customer Information
Retrieve Specific Invoice Information
Retrieve List of Locations
Get Specific Product Variation Information
When a record is createdWhen a record is updated
Retrieve RecordCreate RecordUpdate RecordDelete RecordAttach File to RecordCreate CommentSearch Records (Keyword Search)Retrieve List of RecordsDownload Record File
When a payment is createdWhen a booking is createdWhen a booking is updated or canceled
Retrieve Specific Customer InformationSearch Customer InformationRetrieve Specific Transaction InformationRetrieve Specific Order InformationRetrieve Specific Product InformationRegister Customer InformationRetrieve Specific Invoice InformationRetrieve List of LocationsGet Specific Product Variation InformationList payments
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