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Create a customer in Square when a LINE message contains a specific keyword

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
  1. First, connect your LINE Official Account and Square to Yoom.
  2. Next, select your LINE Official Account as the trigger and set the action to “When a message is received from a user.”
  3. Then, configure the branching feature in Operations so that the workflow proceeds only when the received message contains a specific keyword.
  4. Configure the AI feature in Operations to extract information such as the customer’s name and contact details from the message body.
  5. 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
LINE Official Account
Templates using
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Square
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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.
see details
Templates

In this workflow, messages posted on LINE are automatically analyzed by Gemini, and if deemed inappropriate, a warning message can be automatically sent. This automation allows for maintaining the quality of communication without hassle.

This is a business workflow that automatically creates Zoom meetings from LINE messages. It eliminates the hassle of scheduling and supports improved business efficiency.
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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.
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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.‍

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.

This is a flow that sends a notification to Slack when a payment is made via Square. Team members no longer need to log in to Square individually to check, allowing them to confirm Square payments in a timely manner. Additionally, it eliminates the time lag in information verification.
Templates
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Related apps
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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
    Create Rich Menu (Message)
    Create Rich Menu (URI)
    Create Rich Menu (Datetime Picker)
    Create Rich Menu (Camera)
    Create Rich Menu Alias
    Create Rich Menu (Camera Roll)
    Create Rich Menu (Location)
    Create Rich Menu (Rich Menu Switch)
    Create Rich Menu (Clipboard Copy)
    Display Loading Animation
    Delete Rich Menu
    Retrieve Rich Menu Alias List
    Link Rich Menu to Multiple Users
    Unlink Rich Menu from User
    Unlink Rich Menus from Multiple Users
    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
    Create Draft Invoice
    List Credit Cards
    Search Invoices
    Publish Invoice
    Create Order
    Search for Order Information for a Specific Customer
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
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
    Create Rich Menu (Message)
    Create Rich Menu (URI)
    Create Rich Menu (Datetime Picker)
    Create Rich Menu (Camera)
    Create Rich Menu Alias
    Create Rich Menu (Camera Roll)
    Create Rich Menu (Location)
    Create Rich Menu (Rich Menu Switch)
    Create Rich Menu (Clipboard Copy)
    Display Loading Animation
    Delete Rich Menu
    Retrieve Rich Menu Alias List
    Link Rich Menu to Multiple Users
    Unlink Rich Menu from User
    Unlink Rich Menus from Multiple Users
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
    Create Draft Invoice
    List Credit Cards
    Search Invoices
    Publish Invoice
    Create Order
    Search for Order Information for a Specific Customer
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