An automated workflow using ifttt
Connects Square + Gmail
Payments over $____ send an email to any address you choose
About this workflow template
This automation scenario allows you to connect Square and Gmail
It can be build using Ifttt, a no-code workflow automation tool. Ifttt allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Square and Gmail can also be integrated using automation tools other than ifttt:
Diagram
How it works?
When this trigger fires in Square
New payment over a specific amount in Square
This Trigger fires every time a new payment over an amount you specify posts to your Square Merchant account.
Then this action happens in Gmail
Send an email in Gmail
This Action will send an email to up to twenty recipients from your Gmail account.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Payments over $____ send an email to any address you choose.
Part I
Configure Applications
First, we need to connect Square and Gmail to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect Square to IFTTT.
Give IFTTT access to your Square account, using Square credentials.
Connect Gmail to IFTTT.
Give IFTTT access to your Gmail account, using Gmail credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of IFTTT.
Set up a Trigger action for Square
Choose the following trigger: New payment over a specific amount (This Trigger fires every time a new payment over an amount you specify posts to your Square Merchant account.).
Then set up an Action for Gmail
Choose this action: Send an email (This Action will send an email to up to twenty recipients from your Gmail account.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Square and Gmail.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Payments over $____ send an email to any address you choose!
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Apps you need
Square offers a complete suite of tools to help businesses of all sizes accept multiple payment options, manage inventory, and track sales in real-time. With Square, customers can easily pay using credit cards, chip cards, and contactless payments.
IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.
