Send a thank you email individually via Outlook when a payment is made through Square.
Microsoft Outlook Square

Send a thank you email individually via Outlook when a payment is made through Square.

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■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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Microsoft Outlook
Microsoft Outlook
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Square
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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.

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About the apps you use
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 details
Templates

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.‍

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.

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.
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 details
Templates

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
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Flowbot triggers
    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
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Flowbot operations
    Register Event in Own Calendar
    Create Calendar
    Register Event in Specified User's Calendar
    Get Email Attachment Information
    Download Email Attachment
    Delete Event from Specified User's Calendar
    Update Event in Specified User's Calendar
    Delete Event from My Calendar
    Update Event in My 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 My Calendar Events
    Search Specified User's Calendar Events
    Find meeting times
    Get calendar view
Flowbot triggers
    When a payment is created
    When a booking is created
    When a booking is updated or canceled
Flowbot operations
    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
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