Square WooCommerce
Add customer information created in WooCommerce to Square as well.
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Square WooCommerce

Add customer information created in WooCommerce to Square as well.

Yoom's Square ＆  WooCommerce  are ready to use! Automate tasks instantly—just copy the template!
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■Overview
The workflow "Add customer information created in WooCommerce to Square" automates data integration between online shops and POS systems, improving operational efficiency.
By utilizing this workflow, customer information in WooCommerce can be automatically added to Square, enabling smooth data management.

■Recommended for

  • EC operators who use both WooCommerce and Square and are struggling with double entry of customer data
  • Store managers who want to integrate online and offline sales channels for centralized management
  • IT personnel who want to enhance the accuracy of customer information and reduce manual errors
    ‍

■Benefits of using this template

  • Reduction of data entry effort: Automating the addition of customer information from WooCommerce to Square saves manual work time.
  • Error prevention: Automatic integration prevents human errors that often occur during manual entry.
  • Achieving centralized management: Integrating online and offline customer data allows for unified management, improving overall operational efficiency.
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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.
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Notify Microsoft Teams when a payment is made via Square
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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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Notify Slack when a payment is made with Square
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WooCommerce
Yoom allows you to integrate with WooCommerce's API without any code, enabling you to automate WooCommerce operations via the API. For example, you can add order information generated in WooCommerce to Google Sheets or register and update product information managed by other services in WooCommerce.
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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
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After creating payment information with Square, create a client in freee Accounting
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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.‍
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Notify Microsoft Teams when a payment is made via Square
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WooCommerce
Yoom allows you to integrate with WooCommerce's API without any code, enabling you to automate WooCommerce operations via the API. For example, you can add order information generated in WooCommerce to Google Sheets or register and update product information managed by other services in WooCommerce.
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Add leads registered through Meta Ads (Facebook) to WooCommerce as well.
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Add leads registered through Meta Ads (Facebook) to WooCommerce as well.
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This is a flow to add orders to Microsoft Excel when an order occurs in WooCommerce. If you are conducting analysis based on Microsoft Excel data, data integration becomes speedy, allowing you to efficiently proceed with your tasks.
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Add to Microsoft Excel when an order is placed in WooCommerce.
Add to Notion when an order is placed in WooCommerce
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API Actions That can be No-Code
Executable API actions
everything
Square
WooCommerce
Flowbot triggers
    When a payment is created
    When a booking is created
    When a booking is updated or canceled
    When a customer is created
    When a customer is updated
    When a customer is deleted
    When a product is created
    When a product is updated
    When a product is deleted
    When an order is created
    When an order is updated
    When an order is deleted
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
    List payments
    Create Customer
    Get Customer Information
    Update Customer
    Delete Customer
    Create Order
    Get Order
    Update Order
    Delete Order
    Search Customer
    Search Order
    Create Product
    Retrieve Product
    Update Product
    Delete Product
    Search Product
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
    List payments
Flowbot triggers
    When a customer is created
    When a customer is updated
    When a customer is deleted
    When a product is created
    When a product is updated
    When a product is deleted
    When an order is created
    When an order is updated
    When an order is deleted
Flowbot operations
    Create Customer
    Get Customer Information
    Update Customer
    Delete Customer
    Create Order
    Get Order
    Update Order
    Delete Order
    Search Customer
    Search Order
    Create Product
    Retrieve Product
    Update Product
    Delete Product
    Search Product
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