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When a payment succeeds in Square, automatically create an invoice from a Microsoft Excel template and save it to Google Drive

When a payment succeeds in Square, automatically create an invoice from a Microsoft Excel template and save it to Google Drive

Launch this workflow to connect Microsoft Excel & Google Drive & Square !
■Overview
Every time new payment information is created in Square, manually transferring the details to a Microsoft Excel template, creating an invoice, and saving it to Google Drive can be time-consuming and prone to errors. With this workflow, creating a payment in Square automatically triggers invoice generation using a Microsoft Excel template and storage in Google Drive, helping you streamline these tasks.

■Who This Template Is For
  • Accounting professionals who accept payments through Square and create invoices in Microsoft Excel
  • Anyone who manually creates invoices and saves them to Google Drive and feels the process is inefficient
  • Businesses looking to reduce human error by automating invoice creation

■Benefits of This Template
  • After a payment is made through Square, invoices are automatically created in Microsoft Excel and saved to Google Drive, reducing the time previously spent on manual work.
  • Reduce the risk of human error, such as data entry mistakes and missing invoice uploads, and improve operational accuracy.

■Workflow Steps
  1. First, connect Square, Microsoft Excel, and Google Drive to Yoom.
  2. Next, select Square as the trigger and set the action to “When a payment is successful (Webhook).” Specify the payment information you want to retrieve from Square.
  3. Then, select Yoom’s “Issue a document” feature as the operation and specify the Microsoft Excel invoice template you prepared in advance. Map the Square payment information retrieved by the trigger to the corresponding fields in the template.
  4. Finally, set the Google Drive “Upload a file” action as the operation and automatically upload the created invoice file to the specified folder.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

■Customizable Points in This Workflow
  • With Yoom’s “Issue a document” feature, you can specify any Microsoft Excel invoice template file you use. You can also set information retrieved from Square, such as the customer ID, amount, and date, as variables in any cells of the template.
  • For the operation that uploads a file to Google Drive, you can specify the destination folder for the created invoice based on your file management practices.

■Notes
  • Connect each of Square, Microsoft Excel, and Google Drive to Yoom.
  • Microsoft 365 (formerly Office 365) offers home and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
  • For the “Issue a document” action, you can specify any OneDrive storage destination.
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No-Code API Actions
Executable API actions
Flowbot triggers
    New File or Folder Created
    When a New File or Folder Is Created in a Specified Folder
    When a Specific File Is Created or Updated
    When a File Containing Specific Keywords Is Created
    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
    Get 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)
    Create Folder
    Duplicate File
    Search for Files and Folders in a Specific Folder
    Delete File
    Upload File
    Download File
    Download Google Sheets File
    Download Google Slides
    Download Google Docs File
    Retrieve a List of Files and Folders in a Specific Folder
    Rename File
    Retrieve File or Folder Information
    Convert Excel File to Google Sheets
    Convert CSV File to Google Sheets
    Grant File or Folder Permissions to a User
    Move File to Trash
    Retrieve a List of Permissions for a File or Folder
    Update Description for a File or Folder
    Change File Destination Folder
    Create a Shortcut to a File
    Configure Download and Copy Permissions
    Retrieve a List of Folders in a Specific Folder
    Convert a File to Google Docs
    Download a Google Sheet (Specify Sheet)
    Change Sharing to "Anyone with the Link"
    Search Files and Folders in a Specific Folder (Excluding Trash)
    Convert a Presentation File to Google Slides
    Convert a PDF File to Google Docs
    Grant File or Folder Permissions to a Specific Organization
    Update a Specific File
    Remove Permissions from a File or Folder
    Create a Shared Drive
    Search Shared Drives
    Copy File (Detailed Options)
    Search Files and Folders
    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
    There is no action.
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
    Get 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
    New File or Folder Created
    When a New File or Folder Is Created in a Specified Folder
    When a Specific File Is Created or Updated
    When a File Containing Specific Keywords Is Created
Flowbot operations
    Create Folder
    Duplicate File
    Search for Files and Folders in a Specific Folder
    Delete File
    Upload File
    Download File
    Download Google Sheets File
    Download Google Slides
    Download Google Docs File
    Retrieve a List of Files and Folders in a Specific Folder
    Rename File
    Retrieve File or Folder Information
    Convert Excel File to Google Sheets
    Convert CSV File to Google Sheets
    Grant File or Folder Permissions to a User
    Move File to Trash
    Retrieve a List of Permissions for a File or Folder
    Update Description for a File or Folder
    Change File Destination Folder
    Create a Shortcut to a File
    Configure Download and Copy Permissions
    Retrieve a List of Folders in a Specific Folder
    Convert a File to Google Docs
    Download a Google Sheet (Specify Sheet)
    Change Sharing to "Anyone with the Link"
    Search Files and Folders in a Specific Folder (Excluding Trash)
    Convert a Presentation File to Google Slides
    Convert a PDF File to Google Docs
    Grant File or Folder Permissions to a Specific Organization
    Update a Specific File
    Remove Permissions from a File or Folder
    Create a Shared Drive
    Search Shared Drives
    Copy File (Detailed Options)
    Search Files and Folders
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