Add a friend tag in Liny when a payment is completed in Square
Launch this workflow to connect
Liny &
Google Sheets &
LINE Official Account &
Square
!
■Overview
Manually registering customer information in Liny and adding tags after a payment on Square is not only time-consuming but also prone to errors such as missed actions. With this workflow, you can seamlessly connect Square and Liny and automatically add a tag to a Liny friend when a payment is completed. Eliminate the time and errors associated with manual work and streamline customer management.
■Recommended for
- Marketing professionals who want to connect Square and Liny to automate post-payment customer management
- Store operators who spend too much time manually adding tags and can't focus on their core operations
- Those looking to deliver more personalized LINE Official Account messages based on customer payment information
■Benefits of using this template
- Because tags are automatically added to Liny based on payment information from Square, you can reduce the time previously spent on manual work.
- By automating the process, the system helps prevent human errors such as forgetting to add tags or entering incorrect customer information.
■Flow bot steps
- First, connect Square, Google Sheets, Liny, and LINE Official Account to Yoom.
- Next, select Square as the trigger and set the action to “When a payment succeeds (Webhook).”
- Then, configure Square's “Retrieve specific order information” and “Retrieve specific customer information” actions as operations.
- Next, configure Google Sheets' “Retrieve records” action as an operation to look up customer information.
- Then, configure Liny's “Add a tag to a friend” action as an operation and add a tag based on the retrieved information.
- Finally, configure LINE Official Account's “Send a text message” action as an operation and send a custom message as needed.
※“Trigger”: An action that initiates a flow. “Operation”: An action that processes data within a flow after the trigger is activated.
■Customization options for this workflow
■Customization options for this workflow
- In the action for adding a tag in Liny, you can specify the target friend ID and tag ID as fixed values, or set customer information retrieved from Google Sheets in a previous step as variables.
- In the action for sending a text message from LINE Official Account, you can set the recipient as needed, enter fixed text in the message body, and embed payment or customer information retrieved by each action as variables.
■Notes
- Connect each of Square, Google Sheets, Liny, and LINE Official Account to Yoom.
- Liny is available on the Mini plan and above. Please note that operations and data connections configured in flow bots will result in errors on the Free and Personal plans.
- Paid plans such as the Personal, Mini, Team, and Success plans are eligible for a two-week free trial. During the free trial, you can use apps that are subject to plan restrictions. For details, see the pricing plans page.
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About the apps you use
Liny
With Yoom, you can connect with Liny to easily automate your administrative tasks, such as creating friend profiles, adding or removing tags, and setting status marks. For example, you can automatically update Liny contact information using application details received from Google Forms, or gather chat histories and tag lists to automatically compile them in your spreadsheets or chat tools.
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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.
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Square
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