When customer information is registered in Smaregi, add the customer information to Square as well.
Smaregi Square

When customer information is registered in Smaregi, add the customer information to Square as well.

Yoom's Smaregi &  Square  are ready to use! Automate tasks instantly—just copy the template!

■Overview

This is a flow where when new customer information is registered in Smaregi, it is also added to Square.

You don't need to manually check the customer information registered in Smaregi, as it will be automatically added to Square, eliminating any gaps or omissions in information management.

You can freely set the items to be added to Square.


■Notes

・Account linkage with Yoom is required for both Smaregi and Square.

Here are some Similar Templates!
Smaregi
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When member information is registered in Smaregi, register customer information in Shopify.
When a member registers with Smaregi, this workflow automatically adds the customer information to Shopify. This eliminates the need for duplicate entries and manual updates, ensuring accurate and efficient data management.
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About the Apps You Use
Smaregi
Smaregi
Templates using

When a member registers with Smaregi, this workflow automatically adds the customer information to Shopify. This eliminates the need for duplicate entries and manual updates, ensuring accurate and efficient data management.
Square
Square
Templates using

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.
About the apps you use
Smaregi
Yoom allows you to utilize the Smaregi API without any coding. You can integrate Smaregi with other SaaS or notify daily closing information from Smaregi to Slack or Chatwork. Additionally, you can sync Smaregi information to Yoom's database for various purposes.
see details
Templates

When a member registers with Smaregi, this workflow automatically adds the customer information to Shopify. This eliminates the need for duplicate entries and manual updates, ensuring accurate and efficient data management.
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.
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