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.

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■Recommended for

1. Stores that have implemented Square

・Those using Square to streamline payment operations

・Those running an online site

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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

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■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.

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■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 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

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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.

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