Send a thank you email individually via Outlook when a payment is made through Square.
Send a thank you email individually via Outlook when a payment is made through Square.
Launch this workflow to connect
Square &
Microsoft Outlook
!
■Overview
This is a flow that sends individual thank-you emails via Outlook when a payment is made through Square.
■Recommended for
1. Stores that have implemented Square
・Those using Square to streamline payment operations
・Those running an online site
2. Users of Outlook
・Those who want to send thank-you emails separately from the automatic emails from Square
・Those who manually send thank-you emails
■Benefits of using this template
Square supports payments on online sites, allowing you to sell products and services at any time.
After a payment is completed with Square, an automatic email is sent, but if you want to send a thank-you email separately, manual sending can be time-consuming and cumbersome.
By using this template, you can automatically send thank-you emails from Outlook to purchasers once the payment is completed with Square.
This eliminates the need to manually confirm each payment completion, allowing for efficient relationship building with customers.
Additionally, it prevents misdelivery due to incorrect addresses, ensuring that thank-you emails are sent accurately.
■Notes
・Please integrate both Square and Outlook with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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About the Apps
Templates using
Square
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Templates using
Microsoft Outlook
This is a flow that is triggered at the end of each month to send an email in Outlook. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
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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.
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
Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
see detailsTemplates
This is a flow that is triggered at the end of each month to send an email in Outlook. 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 Outlook.
This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.
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This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
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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 a specific subject email is received
When an email is received
When an event is registered in the calendar
When a calendar event is added or updated
When a Task is Created
When an email is received
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
Register Event in Own Calendar
Create Calendar
Register Event in Specified User's Calendar
Get email attachment information
Download email attachments
Delete an event from a specified user's calendar
Update an event in a specified user's calendar
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 a specific subject email is receivedWhen an email is receivedWhen an event is registered in the calendarWhen a calendar event is added or updatedWhen a Task is CreatedWhen an email is received
Flowbot operations
Register Event in Own CalendarCreate CalendarRegister Event in Specified User's CalendarGet email attachment informationDownload email attachmentsDelete an event from a specified user's calendarUpdate an event in a specified user's calendarDelete an event from your calendarUpdate an event in your calendarタスクを作成する（リマインド設定対応）タスクを作成する（リマインド設定非対応）Search events in my calendarSearch events in a specified user’s calendarFind meeting timesGet calendar viewGet email messagesMove messageGet a specific messageMore inspiration for you
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