When a payment is made in Square, automatically draft a thank-you email in ChatGPT
When a payment is made in Square, automatically draft a thank-you email in ChatGPT
Launch this workflow to connect
Square &
ChatGPT &
Gmail
!
■Overview
After a payment is completed through Square, sending a thank-you email is an important way to show your appreciation. However, creating and sending each email manually can be time-consuming. With this workflow, every Square payment triggers ChatGPT to automatically draft a thank-you email based on the purchase information. This enables you to follow up with customers quickly, streamline your operations, and improve customer satisfaction.
■Who should use this template
- Store or e-commerce team members who manually create and send thank-you emails after Square payments
- Those who want to efficiently deliver thoughtful, personalized communication to each customer
- Those who want to move beyond routine email creation and focus on more important customer interactions
■Benefits of using this template
- A draft email is created automatically after a Square payment is completed, reducing the time previously spent creating emails manually.
- Purchase information is automatically reflected in the email, helping prevent human errors such as incorrect customer names or product details.
■Flow bot steps
- First, connect Square, ChatGPT, and Gmail to Yoom.
- Next, select Square as the trigger and set the action to “When a payment is successful (Webhook).”
- Then, configure the “Get specific order information” and “Get specific customer information” actions for Square in the operations.
- Next, select ChatGPT in the operations and instruct it to create a thank-you email based on the information retrieved using the “Generate text” action.
- Then, configure the “Request action from an assignee” operation to have the generated draft reviewed.
- Finally, configure Gmail’s “Send an email” action in the operations to send the reviewed and approved email.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts.
■Customization options
■Customization options
- You can customize the instructions given to ChatGPT based on the desired tone and style of the thank-you email and the information you want to include.
- You can freely customize the request text sent to the assignee and the questions used to request confirmation to fit your operations.
- In Gmail’s “Send an email” operation, you can customize the recipient, subject, and body, including the content generated by ChatGPT.
■Notes
- Connect Square, ChatGPT, and Gmail to Yoom.
- To run ChatGPT (OpenAI) actions, you need a paid OpenAI API plan that allows you to make payments when the API is used.
- For details, see OpenAI’s API pricing page.
- OpenAI charges for ChatGPT API usage based on the number of tokens used during API communication. An error will occur if you are not able to make payments when using the API.
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About the Apps
Templates using
Square
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ChatGPT
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ChatGPT
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Gmail
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Gmail
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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.
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ChatGPT
At Yoom, it is possible to automate various tasks by integrating with the ChatGPT API without any coding. For example, you can enable direct conversations with ChatGPT from chat tools like Slack or Chatwork, and easily integrate ChatGPT with other SaaS platforms without coding. ChatGPT can be utilized for various purposes such as summarizing meeting minutes, extracting text from email content, and creating product descriptions.
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Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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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
When a Message Is Created in a Thread
When an Email Matching Specific Keywords Is Received
When an Email with a Specific Label Is Received
When an Email with a Specific Label Is Received (Specify Label ID)
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
Generate Text
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 Message Is Created in a Thread
Flowbot operations
Generate TextGenerate Text (with Image)Generate Text (Advanced)Generate Text (Web Search)Generate Text from Image URLConvert Text to Audio FileRetrieve Model ListCreate ThreadAdd Message to ThreadConvert Audio File to Text (File Upload)
Flowbot triggers
When an Email Matching Specific Keywords Is ReceivedWhen an Email with a Specific Label Is ReceivedWhen an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
Search EmailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific MessageMore inspiration for you
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