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

Try this Template

No items found.

■Overview

‍This is a flow to register with Rakuraku Sales once the payment is completed with Square.

‍

■Recommended for

1. Those who use 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 Rakuraku Sales

・Those who use it for centralized information management and conduct analysis and management

‍
■Benefits of using this template

Square is a tool that can enhance the convenience for buyers by flexibly supporting various payment methods.
However, if you manage transaction information with completed payments in Rakuraku Sales, manually sharing information can lead to human errors.

By utilizing this flow, you can automatically register Square's payment information in Rakuraku Sales, eliminating manual work.
Automation can significantly reduce the time spent on data entry, allowing you to focus on more important tasks.
Additionally, registering with quoted information ensures the accuracy of shared information between the two applications.

‍

■Notes‍

・Please integrate Yoom with both Square and Rakuraku Sales.

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

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

・Rakuraku Sales is an application available only with the Team Plan or Success Plan. If you are on the Free Plan or Mini Plan, the operation and data connection of the configured flow bot will result in an error, so please be careful.

・Paid plans such as Team Plan or Success Plan offer a 2-week free trial. During the free trial, you can use applications that are subject to restrictions.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Once the payment is completed with Square, automatically send a thank you email.

Every time a payment is completed with Square, an automatic thank-you email is sent from Gmail. By expressing gratitude immediately after the transaction, customer satisfaction is enhanced, and the process of manually sending emails is eliminated, significantly improving operational efficiency.

See details

When payment information is created in Square, notify via LINE.

When a new transaction is created in Square, this flow sends a notification to LINE. By integrating Square with LINE, you can automatically receive notifications whenever transaction information is created, preventing any gaps or omissions in information management. Feel free to change the notification channel and content as needed.

See details

Retrieve product information processed through Square and add it to Google Sheets.

This is a flow for retrieving product information settled with Square and adding it to a Google Spreadsheet database. This eliminates the need for manual data entry, significantly improving operational efficiency and reducing the risk of human error, enabling faster and more accurate sales management.

See details

When payment information is created in Square, create a client in freee Accounting.

When a new payment is created in Square, this flow creates a client in freee Accounting. By integrating Square with freee Accounting, you can automatically create clients, eliminating any gaps or omissions in information management. Additionally, you can also register Square's payment information individually in freee Accounting.‍

See details

Squareで決済が完了したらHubSpotに顧客情報を登録する

This is a flow to register customer information in HubSpot once the payment is completed with Square.

See details

Squareで決済が完了したらSendGridに顧客情報を登録する

This is a flow to register customer information with SendGrid once the payment is completed with Square.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

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

View all related templates

Rakuraku Sales

It is possible to automate various tasks by integrating with Raku-Raku Sales API without any code. You can automate the registration of information to Raku-Raku Sales or connect Raku-Raku Sales data to other SaaS tools.

Related apps