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
- First, connect Square, Microsoft Excel, and Google Drive to Yoom.
- 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.
- 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.
- 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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About the apps you use
Microsoft Excel
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