Create a customer in Square when a LINE message contains a specific keyword
Launch this workflow to connect
LINE Official Account &
Square
!
■Overview
When responding to inquiries or booking messages from your LINE Official Account, manually entering customer information into Square each time can be time-consuming. Manual data entry can also lead to transcription errors, creating avoidable challenges in customer management. With this workflow, you can automate customer registration in Square whenever a message containing a specific keyword is received through your LINE Official Account, smoothly resolving these issues.
■Recommended for
- Store managers who use a LINE Official Account and Square and find manual customer registration time-consuming
- Anyone looking to streamline the management of customer information generated by inquiries or bookings through LINE
- Anyone looking to eliminate manual entry errors and missed registrations while improving operational accuracy
■Benefits of using this template
- Customer registration in Square is automated when a message is received through your LINE Official Account, reducing the time previously spent on manual entry.
- By eliminating manual data transcription, you can reduce the risk of human error, such as incorrect customer names or contact details and missed registrations.
■Workflow steps
- First, connect your LINE Official Account and Square to Yoom.
- Next, select your LINE Official Account as the trigger and set the action to “When a message is received from a user.”
- Then, configure the branching feature in Operations so that the workflow proceeds only when the received message contains a specific keyword.
- Configure the AI feature in Operations to extract information such as the customer’s name and contact details from the message body.
- Finally, configure Square’s “Register customer information” action in Operations and register the customer using the information extracted by AI.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts.
■Customization options
- For the branching feature, use the message body received by the trigger to set custom conditions, such as running the workflow only when the message contains specific keywords (for example, “booking” or “new customer”).
- For text extraction using the AI feature, customize the items to extract from the message body received through your LINE Official Account, such as the customer’s name, phone number, or email address.
■Notes
- Connect both your LINE Official Account and Square to Yoom.
- Branching is an Operation available on the Mini Plan and above. On the Free Plan, the configured Operations in your Flowbot will result in an error.
- Paid plans, including the Mini Plan, offer a two-week free trial. During the free trial, you can use apps and features (Operations) that are otherwise subject to plan restrictions.
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About the apps you use
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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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No-Code API Actions
Executable API actions
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
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