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Add a friend tag in Liny when a payment is completed in Square

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
  1. First, connect Square, Google Sheets, Liny, and LINE Official Account to Yoom.
  2. Next, select Square as the trigger and set the action to “When a payment succeeds (Webhook).”
  3. Then, configure Square's “Retrieve specific order information” and “Retrieve specific customer information” actions as operations.
  4. Next, configure Google Sheets' “Retrieve records” action as an operation to look up customer information.
  5. Then, configure Liny's “Add a tag to a friend” action as an operation and add a tag based on the retrieved information.
  6. 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
  • 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
Liny
Templates using
Liny

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Detect failed Stripe payments, tag customers in Liny, look up customer details in Google Sheets, and send notifications via LINE. Reduce manual checks and data entry errors while enabling faster follow-up with customers who have outstanding payments.

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Google Sheets
Templates using
Google Sheets

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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.
LINE Official Account
Templates using
LINE Official Account

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Use inquiries from your LINE Official Account as triggers to organize them with AI and automatically register them in Salesforce. Reduce manual entry and transcription errors while keeping customer activity history accurate.
Square
Templates using
Square

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.‍

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.

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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.
see details
Templates

When a Google Form response is submitted, automatically add a tag to the corresponding Liny friend and send a LINE notification. Reduce manual work and tagging errors while keeping customer management organized.

Detect failed Stripe payments, tag customers in Liny, look up customer details in Google Sheets, and send notifications via LINE. Reduce manual checks and data entry errors while enabling faster follow-up with customers who have outstanding payments.

Automate Liny tag updates, AI-powered message creation, and LINE Official Account broadcasts based on Shopify order data. Deliver timely, personalized outreach to every customer—ideal for e-commerce operators and marketers looking to improve customer satisfaction and drive repeat purchases.
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 details
Templates

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.

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.

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.
LINE Official Account
It is possible to utilize the LINE Official Account API without coding by using Yoom. By using the LINE Official Account API, you can automatically send messages and receive messages from users.
see details
Templates

In this workflow, messages posted on LINE are automatically analyzed by Gemini, and if deemed inappropriate, a warning message can be automatically sent. This automation allows for maintaining the quality of communication without hassle.

This is a business workflow that automatically creates Zoom meetings from LINE messages. It eliminates the hassle of scheduling and supports improved business efficiency.

Use inquiries from your LINE Official Account as triggers to organize them with AI and automatically register them in Salesforce. Reduce manual entry and transcription errors while keeping customer activity history accurate.
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 details
Templates

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.‍

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.

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.
Templates
No items found.
Related apps
No items found.
No-Code API Actions
Executable API actions
Flowbot triggers
    When a Row Is Added
    When a Row Is Updated
    When a Webhook Event Is Received
    When a Message Is Received from a User
    When a User Adds the Account as a Friend
    When a User Blocks the Account
    When a User Unblocks the Account
    When a User Sends an Image
    [Workspace-wide] When a Webhook Event Is Received
    [Workspace-wide] When a Message Is Received from a User
    [Workspace-wide] When a User Adds the Account as a Friend
    [Workspace-wide] When a User Blocks the Account
    [Workspace-wide] When a User Unblocks
    [Workspace-wide] When a User Sends an Image
    When a Payment Is Created
    When a Booking Is Created
    When a Booking Is Updated or Canceled
Flowbot operations
    Execute Integration Action
    Create Friend Information Field
    Create Friend Info Folder
    Create Tag
    Update Tag
    Create Tag Folder
    Get Tag Folder List
    Retrieve Friend List
    Get Tag List
    Get Response Mark List
    Update Common Data
    Get Common Data List
    Get Common Data Folder List
    Get Talk History
    Bulk Remove Friends from Tag
    Get Friends Linked to a Tag
    Bulk Add Tag to Friends
    Add Tag to Friend
    Remove Tags from Friend
    Set Friend Response Mark
    Retrieve Template List
    Save Media
    Get Friend
    Set a Value in a Cell
    Get Values
    Clear Values
    Create a New Spreadsheet
    Copy a Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Info
    Get Sheet Names
    Apply a Formula to a Range
    Enter Values in a Range
    Embed an Image in a Cell
    Sort by Specific Column
    Hide a Sheet
    Add a Note to the Specified Cells
    Insert Columns
    Delete Columns
    Write Values to Multiple Columns
    Add Rows
    Send a Text Message
    Get Message Delivery Statistics
    Get Friends Statistics
    Send a Broadcast Message
    Get a Specific User’s Profile Information
    Send Flex Message
    Send Image Message
    Send Multicast Message
    Get Message Attachments
    Get List of User IDs Who Added You as a Friend
    Get Group Member Profile
    Get Group Information
    Send Multicast Message (with Image)
    Link Rich Menu to Specific User
    Create Rich Menu (Postback)
    Upload Image to Rich Menu
    Get Rich Menu
    Download Rich Menu Image
    Create Rich Menu (Message)
    Create Rich Menu (URI)
    Create Rich Menu (Datetime Picker)
    Create Rich Menu (Camera)
    Create Rich Menu Alias
    Create Rich Menu (Camera Roll)
    Create Rich Menu (Location)
    Create Rich Menu (Rich Menu Switch)
    Create Rich Menu (Clipboard Copy)
    Display Loading Animation
    Delete Rich Menu
    Retrieve Rich Menu Alias List
    Link Rich Menu to Multiple Users
    Unlink Rich Menu from User
    Unlink Rich Menus from Multiple Users
    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
    Execute Integration Action
    Create Friend Information Field
    Create Friend Info Folder
    Create Tag
    Update Tag
    Create Tag Folder
    Get Tag Folder List
    Retrieve Friend List
    Get Tag List
    Get Response Mark List
    Update Common Data
    Get Common Data List
    Get Common Data Folder List
    Get Talk History
    Bulk Remove Friends from Tag
    Get Friends Linked to a Tag
    Bulk Add Tag to Friends
    Add Tag to Friend
    Remove Tags from Friend
    Set Friend Response Mark
    Retrieve Template List
    Save Media
    Get Friend
Flowbot triggers
    When a Row Is Added
    When a Row Is Updated
Flowbot operations
    Set a Value in a Cell
    Get Values
    Clear Values
    Create a New Spreadsheet
    Copy a Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Info
    Get Sheet Names
    Apply a Formula to a Range
    Enter Values in a Range
    Embed an Image in a Cell
    Sort by Specific Column
    Hide a Sheet
    Add a Note to the Specified Cells
    Insert Columns
    Delete Columns
    Write Values to Multiple Columns
    Add Rows
Flowbot triggers
    When a Webhook Event Is Received
    When a Message Is Received from a User
    When a User Adds the Account as a Friend
    When a User Blocks the Account
    When a User Unblocks the Account
    When a User Sends an Image
    [Workspace-wide] When a Webhook Event Is Received
    [Workspace-wide] When a Message Is Received from a User
    [Workspace-wide] When a User Adds the Account as a Friend
    [Workspace-wide] When a User Blocks the Account
    [Workspace-wide] When a User Unblocks
    [Workspace-wide] When a User Sends an Image
Flowbot operations
    Send a Text Message
    Get Message Delivery Statistics
    Get Friends Statistics
    Send a Broadcast Message
    Get a Specific User’s Profile Information
    Send Flex Message
    Send Image Message
    Send Multicast Message
    Get Message Attachments
    Get List of User IDs Who Added You as a Friend
    Get Group Member Profile
    Get Group Information
    Send Multicast Message (with Image)
    Link Rich Menu to Specific User
    Create Rich Menu (Postback)
    Upload Image to Rich Menu
    Get Rich Menu
    Download Rich Menu Image
    Create Rich Menu (Message)
    Create Rich Menu (URI)
    Create Rich Menu (Datetime Picker)
    Create Rich Menu (Camera)
    Create Rich Menu Alias
    Create Rich Menu (Camera Roll)
    Create Rich Menu (Location)
    Create Rich Menu (Rich Menu Switch)
    Create Rich Menu (Clipboard Copy)
    Display Loading Animation
    Delete Rich Menu
    Retrieve Rich Menu Alias List
    Link Rich Menu to Multiple Users
    Unlink Rich Menu from User
    Unlink Rich Menus from Multiple Users
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
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