Google Forms Square
Register customer information in Square based on Google Form responses.
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Google Forms Square

Register customer information in Square based on Google Form responses.

Yoom's Google Forms ＆  Square  are ready to use! Automate tasks instantly—just copy the template!
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■Overview

The workflow "Register customer information in Square based on Google Form responses" is a business workflow that enables automatic integration of customer data and supports operational efficiency. By automatically registering customer information collected through Google Forms into Square using Yoom, it eliminates the need for manual input and maintains data consistency.
This allows for quick and accurate customer management.

‍

■Recommended for

  • Business owners who collect customer information using Google Forms and manage it in Square
  • Sales representatives who spend a lot of time on manual data entry
  • Administrators of small and medium-sized enterprises who want to prevent errors caused by duplicate customer data entry
  • Those who want to improve operational efficiency through the automation of business processes
  • Those who want to achieve smooth customer management by linking Google Forms with Square

‍

■Benefits of using this template

Since customer information is automatically registered in Square based on Google Form responses, the hassle of manual data entry is eliminated.
The information answered in the form is quickly reflected in Square, allowing you to always have the latest customer information.
Automation prevents human errors in data entry, enabling accurate data management.

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About the Apps You Use
Google Forms
Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.
Related apps
Google Forms
Templates using
Add Google Form responses to Google Sheets
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When there is a response to a Google Form, the flow is to register the response in a Google Spreadsheet. Normally, when a response is submitted to a Google Form, the data is added to a specified Google Spreadsheet. However, in this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script. Additionally, it saves the effort of repeatedly entering data, allowing work to proceed smoothly, and records can be easily added to the Google Spreadsheet automatically, eliminating any gaps or omissions in information management.
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Add Google Form responses to Notion and send event information via Gmail.
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This is a business workflow that automatically adds Google Form responses to Notion and sends event information via Gmail. This streamlines data management and information dissemination, making event operations more efficient.
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Add a Google Calendar event and send an email based on responses from a Google Forms reservation form.
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When a response is submitted to a Google Form, an event is added to Google Calendar and an email is sent. This flow allows for seamless automation from adding the event to sending the email, using only the form responses.
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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.
Related apps
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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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.
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About the apps you use
Google Forms
Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.
see details
Templates
Add Google Form responses to Google Sheets
Try it
When there is a response to a Google Form, the flow is to register the response in a Google Spreadsheet. Normally, when a response is submitted to a Google Form, the data is added to a specified Google Spreadsheet. However, in this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script. Additionally, it saves the effort of repeatedly entering data, allowing work to proceed smoothly, and records can be easily added to the Google Spreadsheet automatically, eliminating any gaps or omissions in information management.
View details Try it
Add Google Form responses to Google Sheets
Add Google Form responses to Notion and send event information via Gmail.
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This is a business workflow that automatically adds Google Form responses to Notion and sends event information via Gmail. This streamlines data management and information dissemination, making event operations more efficient.
View details Try it
Add Google Form responses to Notion and send event information via Gmail.
Add a Google Calendar event and send an email based on responses from a Google Forms reservation form.
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When a response is submitted to a Google Form, an event is added to Google Calendar and an email is sent. This flow allows for seamless automation from adding the event to sending the email, using only the form responses.
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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.
see details
Templates
After creating payment information with Square, create a client in freee Accounting
Try it
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.‍
View details Try it
After creating payment information with Square, create a client in freee Accounting
Notify Microsoft Teams when a payment is made via Square
Try it
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.
View details Try it
Notify Microsoft Teams when a payment is made via Square
Notify Slack when a payment is made with Square
Try 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.
View details Try it
Notify Slack when a payment is made with Square
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API Actions That can be No-Code
Executable API actions
everything
Google Forms
Square
Flowbot triggers
    When a form response is submitted
    When a payment is created
    When a booking is created
    When a booking is updated or canceled
Flowbot operations
    Get List of Answers
    Get Specific Answer Information
    Get List of Responses (Specify Response Period)
    Get Form Questions
    Update Form Title and Description
    Update Question Titles and Descriptions
    Create a new form
    Update form visibility settings
    Add a short/paragraph question (title and description)
    Add a choice question (radio, checkbox, or dropdown)
    Add a grid question (multiple-choice grid / checkbox grid)
    Add a question title and description (Date/Time)
    Add a question title and description (Linear scale)
    Add a question title and description (Image + text)
    Add a question title and description (Image + choice)
    Add a question title and description (Choices with images)
    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 form response is submitted
Flowbot operations
    Get List of Answers
    Get Specific Answer Information
    Get List of Responses (Specify Response Period)
    Get Form Questions
    Update Form Title and Description
    Update Question Titles and Descriptions
    Create a new form
    Update form visibility settings
    Add a short/paragraph question (title and description)
    Add a choice question (radio, checkbox, or dropdown)
    Add a grid question (multiple-choice grid / checkbox grid)
    Add a question title and description (Date/Time)
    Add a question title and description (Linear scale)
    Add a question title and description (Image + text)
    Add a question title and description (Image + choice)
    Add a question title and description (Choices with images)
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
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Tab 2
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