Shopify Square
Register customer information created in Shopify to Square.
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Shopify Square

Register customer information created in Shopify to Square.

Launch this workflow to connect Shopify & Square !
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■Overview
The "Register Customer Information Created in Shopify to Square" workflow automates data integration between online stores and POS systems, improving operational efficiency.
By implementing this workflow, customer information is automatically registered in Square, eliminating the need for duplicate data entry.
This enables smooth customer service and accurate data management.

■Recommended for

  • Store operators who use both Shopify and Square for customer management but find data integration cumbersome
  • Business owners who want to centrally manage customer data from both online and physical stores
  • Small business owners who want to save time through workflow automation and focus on other tasks
    ‍

■Benefits of using this template

  • Centralized data management: Customer information collected in Shopify is automatically registered in Square, maintaining data consistency between both systems.
  • Reduction of manual work: Eliminates the need for manual customer information entry, reducing work time and human error.
  • Efficient customer service: Quick data updates enable smooth customer interactions.
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About the Apps
Shopify
It is possible to integrate with Shopify's API without code and automate various tasks using Shopify. By integrating Yoom with Shopify, you can trigger notifications to Slack when an order is placed on Shopify or automatically update the inventory count on Shopify.
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Shopify
Templates using
Add the purchaser as a contact in HubSpot when an order is placed on Shopify.
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Add to Notion when an order is placed on Shopify.
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This is a flow to add orders to Notion when an order is placed on Shopify. When an order is placed on Shopify, the order data can be automatically added to Notion, preventing errors or omissions due to manual entry, thus making management tasks easier.
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Create an issue on GitHub when an order is placed on Shopify.
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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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Square
Templates using
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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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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Shopify
Shopify
×
Square
Square
– See what else you can do.
About the apps you use
Shopify
It is possible to integrate with Shopify's API without code and automate various tasks using Shopify. By integrating Yoom with Shopify, you can trigger notifications to Slack when an order is placed on Shopify or automatically update the inventory count on Shopify.
see details
Templates
Add the purchaser as a contact in HubSpot when an order is placed on Shopify.
Try it
This is a flow to add a purchaser to HubSpot contacts when an order is placed on Shopify. It allows you to automatically add contacts to HubSpot, improving operational efficiency. It eliminates the need for manual entry, reducing human errors such as input mistakes.
View details Try it
Add the purchaser as a contact in HubSpot when an order is placed on Shopify.
Add to Notion when an order is placed on Shopify.
Try it
This is a flow to add orders to Notion when an order is placed on Shopify. When an order is placed on Shopify, the order data can be automatically added to Notion, preventing errors or omissions due to manual entry, thus making management tasks easier.
View details Try it
Add to Notion when an order is placed on Shopify.
Create an issue on GitHub when an order is placed on Shopify.
Try it
When an order is placed on Shopify, an issue is automatically created in GitHub as part of the business workflow. This streamlines order processing and facilitates smooth collaboration between teams.
View details Try it
Create an issue on GitHub when an order is placed on Shopify.
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Templates
After creating payment information with Square, create a client in freee Accounting
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Notify Slack when a payment is made with Square
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Shopify
Shopify
×
Square
Square
– See what you can do.
No-Code API Actions
Executable API actions
All
Shopify
Square
Flowbot triggers
    When an order is created
    When order information is updated (Webhook)
    When an order is shipped (Webhook)
    When an order is paid (Webhook)
    When an order is deleted (Webhook)
    When Product Information is Created (Webhook)
    When Product Information is Updated (Webhook)
    When Product Information is Deleted (Webhook)
    When Order Information is Created (Webhook)
    When Customer Information is Created (Webhook)
    When Customer Information is Updated (Webhook)
    When Inventory Item Information is Created (Webhook)
    When Inventory Item Information is Updated (Webhook)
    When Inventory Level is Updated (Webhook)
    When Product Information is Created/Updated (Webhook)
    When a payment is created
    When a booking is created
    When a booking is updated or canceled
Flowbot operations
    Search products
    Get Inventory Quantity
    Get Inventory Locations
    Update Inventory Quantity
    Add product
    Search Orders
    Get order information
    Get specific product variant information
    Get customer information
    Create customer
    Update customer
    Delete customer record
    Add custom collection
    Create / update metafield value
    Update product information
    Update Order
    Search customers
    Create order information
    Download product images
    Get product
    Get orders (date range)
    Add product variant
    Get fulfillment orders
    Create fulfillment
    Update Fulfillment
    Create Order (specify line items as a list)
    Update Product Tags
    List Customer Metafields
    Create Fulfillment (products)
    Create blog article
    Update blog article
    Get articles from a specified blog
    Search articles
    List blogs
    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
Flowbot triggers
    When an order is created
    When order information is updated (Webhook)
    When an order is shipped (Webhook)
    When an order is paid (Webhook)
    When an order is deleted (Webhook)
    When Product Information is Created (Webhook)
    When Product Information is Updated (Webhook)
    When Product Information is Deleted (Webhook)
    When Order Information is Created (Webhook)
    When Customer Information is Created (Webhook)
    When Customer Information is Updated (Webhook)
    When Inventory Item Information is Created (Webhook)
    When Inventory Item Information is Updated (Webhook)
    When Inventory Level is Updated (Webhook)
    When Product Information is Created/Updated (Webhook)
Flowbot operations
    Search products
    Get Inventory Quantity
    Get Inventory Locations
    Update Inventory Quantity
    Add product
    Search Orders
    Get order information
    Get specific product variant information
    Get customer information
    Create customer
    Update customer
    Delete customer record
    Add custom collection
    Create / update metafield value
    Update product information
    Update Order
    Search customers
    Create order information
    Download product images
    Get product
    Get orders (date range)
    Add product variant
    Get fulfillment orders
    Create fulfillment
    Update Fulfillment
    Create Order (specify line items as a list)
    Update Product Tags
    List Customer Metafields
    Create Fulfillment (products)
    Create blog article
    Update blog article
    Get articles from a specified blog
    Search articles
    List blogs
Flowbot triggers
    When a payment is created
    When a booking is created
    When a booking is updated or canceled
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
Tab 1
Tab 2
Tab 3
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© Yoom Inc.