Automatically update Google Sheets when a payment is completed in Square
Automatically update Google Sheets when a payment is completed in Square
Launch this workflow to connect
Square &
Google Sheets
!
■Overview
After processing payments with Square, are you manually entering sales data into Google Sheets?
This repetitive daily task is time-consuming and prone to input errors.
With this workflow, information is automatically updated in Google Sheets whenever a payment is completed in Square. Easily eliminate these challenges and focus on more important work.
This repetitive daily task is time-consuming and prone to input errors.
With this workflow, information is automatically updated in Google Sheets whenever a payment is completed in Square. Easily eliminate these challenges and focus on more important work.
■Recommended for
- Anyone who uses Square and Google Sheets regularly to manage sales
- eCommerce teams and store operators who spend too much time manually transferring data and want to improve efficiency
- Anyone who wants to prevent payment data entry errors and conduct accurate sales analysis
■Benefits of using this template
- Data is automatically updated in Google Sheets after a payment is completed in Square, reducing the time spent on manual data entry and improving operational efficiency.
- Eliminating manual data entry reduces the risk of human errors, such as incorrect entries and missed transfers, helping maintain data accuracy.
■Flowbot steps
- First, connect Square and Google Sheets with Yoom.
- Next, select Square as the trigger and set the action to “When a payment is created (Webhook).”
With this setup, the Flowbot starts whenever a new payment is made in Square. - Next, configure the branching feature in the operation.
This allows you to branch subsequent processes based on specific conditions, such as the payment amount or product type. - Finally, configure the Google Sheets “Update record” action in the operation to update the payment information retrieved from Square in a specific row of the designated spreadsheet.
※ “Trigger”: An action that starts the flow. “Operation”: An action that performs a process within the flow after the trigger starts.
■Customization options
- In the Google Sheets “Update record” action, you can set the spreadsheet ID, sheet name, method for specifying the row to update, and which information to write to each column. You can insert dynamic values retrieved from the Square trigger, such as the payment date and time, amount, and customer ID, as variables, or enter fixed values.
- When using the branching feature, you can set conditions based on payment information retrieved from Square, such as the amount, currency, or product type. This allows you to build more flexible workflows, such as updating Google Sheets only when specific conditions are met or recording information in different sheets or columns.
■Notes
- Connect both Square and Google Sheets with Yoom.
- Branching is an operation available on the Personal plan and higher. On the Free plan, operations configured in the Flowbot will result in an error.
- Paid plans, including the Personal plan, come with 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
Templates using
Square
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Google Sheets
Related apps
Templates using
Google Sheets
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About the apps you use
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 detailsTemplates
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.
After creating payment information with Square, create a client 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.
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.
Notify Slack when a payment is made with Square
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
see detailsTemplates
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
Add order information to WooCommerce when a row is added in Google Sheets.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
Add a new tab to the Google Spreadsheet at the beginning of each month.
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
When a Row Is Added
When a Row Is Updated
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
Set a Value in a Cell
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 Customer
Flowbot triggers
When a Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd RowsMore inspiration for you
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