Search Square customer records using content received in LINE, and create a new customer if no record exists.
Search Square customer records using content received in LINE, and create a new customer if no record exists.
Launch this workflow to connect
LINE Official Account &
Square
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■Overview
Do you search for customer information in Square and manually register new customers every time you receive their information through your LINE Official Account? This work is not only time-consuming but can also lead to data entry errors and missed registrations. With this workflow, you can automate everything from searching for customer information in Square to registering new customers, triggered by receiving a message through your LINE Official Account. This helps eliminate the challenges associated with these manual tasks.
■Who Should Use This Template
- Store operators who manage customers using a LINE Official Account and Square
- Anyone who wants to eliminate the effort and errors involved in manually entering customer information
- Anyone who wants to automate the initial customer response and focus on delivering higher-quality service
■Benefits of Using This Template
- Automate the process from receiving a message through your LINE Official Account to registering the customer in Square, reducing the time spent on manual tasks.
- Eliminate the need to manually transfer customer information and help prevent human errors such as data entry mistakes and missed registrations.
■Flowbot Steps
- First, connect your LINE Official Account and Square to Yoom.
- Select your LINE Official Account as the trigger and set the action to “When a message is received from a user.”
- Next, set the AI feature “Extract data from text” as an operation to extract information such as the customer’s name from the received message.
- Then, set Square’s “Search customer information” as an operation to determine whether the customer already exists based on the extracted information.
- Set up the branching feature to determine the subsequent process based on whether a search result is found.
- Finally, set Square’s “Register customer information” as the operation to perform when no customer information is found.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
- With the AI feature “Extract data from text,” you can choose which fields to extract, such as the customer’s name and phone number, based on messages received from your LINE Official Account.
- With the branching feature, you can freely set the conditions under which the new customer registration action is executed based on the results of the Square customer information search.
■Notes
- Connect both your LINE Official Account and Square to Yoom.
- Branching is a feature (operation) available on the Personal plan and above. On the Free plan, configured Flowbot operations will result in errors.
- Paid plans, such as the Personal plan, include a 2-week free trial. During the free trial, you can use apps and features (operations) that are restricted on the Free plan.
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About the Apps
LINE Official Account
Related apps
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LINE Official Account
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Templates using
Square
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About the apps you use
LINE Official Account
It is possible to utilize the LINE Official Account API without coding by using Yoom. By using the LINE Official Account API, you can automatically send messages and receive messages from users.
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Square
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Webhook Event Is Received
When a Message Is Received from a User
When a User Adds the Account as a Friend
When a User Blocks the Account
When a User Unblocks the Account
When a User Sends an Image
[Workspace-wide] When a Webhook Event Is Received
[Workspace-wide] When a Message Is Received from a User
[Workspace-wide] When a User Adds the Account as a Friend
[Workspace-wide] When a User Blocks the Account
[Workspace-wide] When a User Unblocks
[Workspace-wide] When a User Sends an Image
When a Payment Is Created
When a Booking Is Created
When a Booking Is Updated or Canceled
Flowbot operations
Send a Text Message
Get Message Delivery Statistics
Get Friends Statistics
Send a Broadcast Message
Get a Specific User’s Profile Information
Send Flex Message
Send Image Message
Send Multicast Message
Get Message Attachments
Get List of User IDs Who Added You as a Friend
Get Group Member Profile
Get Group Information
Send Multicast Message (with Image)
Link Rich Menu to Specific User
Create Rich Menu (Postback)
Upload Image to Rich Menu
Get Rich Menu
Download Rich Menu Image
Flowbot triggers
When a Webhook Event Is ReceivedWhen a Message Is Received from a UserWhen a User Adds the Account as a FriendWhen a User Blocks the AccountWhen a User Unblocks the AccountWhen a User Sends an Image[Workspace-wide] When a Webhook Event Is Received[Workspace-wide] When a Message Is Received from a User[Workspace-wide] When a User Adds the Account as a Friend[Workspace-wide] When a User Blocks the Account[Workspace-wide] When a User Unblocks[Workspace-wide] When a User Sends an Image
Flowbot operations
Send a Text MessageGet Message Delivery StatisticsGet Friends StatisticsSend a Broadcast MessageGet a Specific User’s Profile InformationSend Flex MessageSend Image MessageSend Multicast MessageGet Message AttachmentsGet List of User IDs Who Added You as a FriendGet Group Member ProfileGet Group InformationSend Multicast Message (with Image)Link Rich Menu to Specific UserCreate Rich Menu (Postback)Upload Image to Rich MenuGet Rich MenuDownload Rich Menu ImageCreate Rich Menu (Message)Create Rich Menu (URI)Create Rich Menu (Datetime Picker)Create Rich Menu (Camera)Create Rich Menu AliasCreate Rich Menu (Camera Roll)Create Rich Menu (Location)Create Rich Menu (Rich Menu Switch)Create Rich Menu (Clipboard Copy)Display Loading AnimationDelete Rich MenuRetrieve Rich Menu Alias ListLink Rich Menu to Multiple UsersUnlink Rich Menu from UserUnlink Rich Menus from Multiple Users
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 InvoicesCreate Draft InvoiceList Credit CardsSearch InvoicesPublish InvoiceCreate OrderSearch for Order Information for a Specific CustomerMore inspiration for you
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