When a payment succeeds in Square, automatically create an invoice from a Microsoft Excel template and send it by email
When a payment succeeds in Square, automatically create an invoice from a Microsoft Excel template and send it by email
Launch this workflow to connect
Microsoft Excel &
Square
!
■Overview
Creating and emailing an invoice every time a payment is processed through Square can be time-consuming. Manual processes are also prone to issues such as errors when entering billing information and missed emails. With this workflow, a successful Square payment triggers everything from automatically creating an invoice using a Microsoft Excel template to sending it via Gmail, helping you resolve these challenges smoothly from start to finish.
■Who Is This Template For?
- Accounting professionals who use Square and manually create invoices in Microsoft Excel for each payment
- Anyone overwhelmed by routine tasks from invoice creation through email delivery and unable to focus on other work
- Anyone looking to reduce manual invoice-related errors and improve operational accuracy
■Benefits of Using This Template
- Automate invoice creation and email delivery after a payment is processed through Square, reducing the time spent on manual work.
- Prevent human errors such as incorrect billing information transfers and email recipient settings, improving operational reliability.
■Workflow
- First, connect Square, Microsoft Excel, and Gmail to Yoom.
- Next, select Square as the trigger and set the action to “When a payment succeeds (Webhook).”
- Then, set the Microsoft Excel “Issue a document” action as an operation to create an invoice based on the specified template file and payment information from Square.
- Finally, set the Gmail “Send an email” action as an operation, attach the created invoice file, and send the email to the specified recipient.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that performs processing within the workflow after the trigger starts.
■Customization Options
- In the Square trigger settings, set the interval for retrieving payment data that starts the workflow.
- In the Microsoft Excel operation settings, specify the file to use as the invoice template, and use payment information from Square (output) to dynamically set the file name and specific text strings in the document created with Microsoft Excel.
- In the Gmail operation settings, enter the recipient's email address, subject, and body as fixed values, or set them dynamically using output from Square or Microsoft Excel.
■Notes
- Connect both Square and Microsoft Excel to Yoom.
- Microsoft 365 (formerly Office 365) offers plans for home use and plans for businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- With the “Issue a document” action, you can specify any OneDrive storage location.
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About the apps you use
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
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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
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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No-Code API Actions
Executable API actions
Flowbot triggers
When a Payment Is Created
When a Booking Is Created
When a Booking Is Updated or Canceled
Flowbot operations
Get Worksheet Information
Get a Specific Cell Value
Get Range by Column
Get Range by Row
Add Worksheet
Rename Sheet
Get Table List
Add Table
Enter Formula in Cell
Enter Value in Cell
Get Item ID
Delete Sheet
Sort a Specified Range in Ascending or Descending Order
Unprotect Worksheet
Get Drive Item ID from Sharing URL
Create Excel Session
List Sites
List Drives in Site
Flowbot triggers
There is no action.
Flowbot operations
Get Worksheet InformationGet a Specific Cell ValueGet Range by ColumnGet Range by RowAdd WorksheetRename SheetGet Table ListAdd TableEnter Formula in CellEnter Value in CellGet Item IDDelete SheetSort a Specified Range in Ascending or Descending OrderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList SitesList Drives in SiteGet Worksheet Information (SharePoint)Get the Value of a Specific Cell (SharePoint)Get Range by Column (SharePoint)Get Range by Row (SharePoint)Add Worksheet (SharePoint)Rename Worksheet (SharePoint)Get Table List (SharePoint)Add Table (SharePoint)Set Formula in Cell (SharePoint)Set Value in Cell (SharePoint)Delete Sheet (SharePoint)Sort a Specified Range in Ascending or Descending Order (SharePoint)Unprotect Worksheet (SharePoint)Create Excel Session (SharePoint)Get Item ID (SharePoint)
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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