When a payment is made via Square, send a personalized thank you email through Gmail.
When a payment is made via Square, send a personalized thank you email through Gmail.
Launch this workflow to connect
Square &
Gmail
!
■Overview
This flow sends individual thank-you emails via Gmail when a payment is made through Square.
■Recommended for
1. Those who use Square for payment processing
・Stores that have implemented Square
・Those using Square as a payment system for online sales
2. Those who use Gmail
・Those who frequently create and send thank-you emails
・Those who want to automatically send thank-you emails based on Square payments
■Benefits of using this template
Square is a system that can streamline payment processing for both physical and online stores.
However, if you want to send an additional thank-you email after the automatic payment confirmation email, there is a risk of sending it to the wrong recipient.
This flow allows you to automatically send thank-you emails from Gmail to purchasers when a payment is made through Square, preventing human errors.
The thank-you emails are sent seamlessly after the payment is completed, allowing for timely delivery regardless of the time of day.
The content of the Gmail message can be customized, allowing you to send messages tailored to your business.
■Notes
・Please integrate both Square and Gmail with Yoom.
・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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See more
About the Apps
Templates using
Square
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.
This is a flow that sends a notification to Microsoft Teams when a payment is made via Square. By replying to the message notified in Microsoft Teams with confirmation or status updates, it becomes easy to track the person responsible for handling it.
This is a flow that sends a notification to Slack when a payment is made via Square. Team members no longer need to log in to Square individually to check, allowing them to confirm Square payments in a timely manner. Additionally, it eliminates the time lag in information verification.
Templates using
Gmail
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
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.
see detailsTemplates
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.
After creating payment information with Square, create a client in freee Accounting
This is a flow that sends a notification to Microsoft Teams when a payment is made via Square. By replying to the message notified in Microsoft Teams with confirmation or status updates, it becomes easy to track the person responsible for handling it.
Notify Microsoft Teams when a payment is made via Square
This is a flow that sends a notification to Slack when a payment is made via Square. Team members no longer need to log in to Square individually to check, allowing them to confirm Square payments in a timely manner. Additionally, it eliminates the time lag in information verification.
Notify Slack when a payment is made with Square
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see detailsTemplates
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
Activate the flow bot at the end of each month to send an email in Gmail.
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
Add Gmail inbox content to Notion
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
No-Code API Actions
Executable API actions
Flowbot triggers
When a payment is created
When a booking is created
When a booking is updated or canceled
When an email matching specific keywords is received
When an email with a specific label is received
When an email with a specific label is received (Specify Label ID)
Flowbot operations
Get customer details
Search Customers
Get payment details
Retrieve a specific order
Get item details
Create customer
Get invoice details
List locations
Get item variation details
List Payments
List invoices
Search emails
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
Flowbot triggers
When a payment is createdWhen a booking is createdWhen a booking is updated or canceled
Flowbot operations
Get customer detailsSearch CustomersGet payment detailsRetrieve a specific orderGet item detailsCreate customerGet invoice detailsList locationsGet item variation detailsList PaymentsList invoices
Flowbot triggers
When an email matching specific keywords is receivedWhen an email with a specific label is receivedWhen an email with a specific label is received (Specify Label ID)
Flowbot operations
Search emailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific MessageMore inspiration for you
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