An automated workflow using ifttt
Connects Square + Email
Get all Square Settlements by email
About this workflow template
This automation scenario allows you to connect Square and Email
It can be build using Ifttt, a no-code workflow automation tool. Ifttt allows you to create automated bots 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 Email can also be integrated using automation tools other than ifttt:
Diagram
How it works?
When this trigger fires in Square
Any new settlement in Square
This Trigger fires every time a new settlement is posted to your Square Merchant account.
Then this action happens in Email
Send me an email in Email
This Action will send you an HTML based email. Images and links are supported.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Get all Square Settlements by email.
Part I
Configure Applications
First, we need to connect Square and Email 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 Email to IFTTT.
Give IFTTT access to your Email account, using Email 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: Any new settlement (This Trigger fires every time a new settlement is posted to your Square Merchant account.).
Then set up an Action for Email
Choose this action: Send me an email (This Action will send you an HTML based email. Images and links are supported.).
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 Email.
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 Get all Square Settlements by email!
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Triggers when a new order is processed.
triggerbyzapierNew payment
Triggers when a payment is made
triggerbyautomateiozapierNew transaction
Triggers when a new transaction is processed.
triggerbyzapierNew appointment
Triggers when a new appointment is created.
triggerbyzapierNew invoice
Triggers when a new invoice is added.
triggerbyzapier
Send me an email
This Action will send you an HTML based email. Images and links are supported.
actionbyiftttSend outbound email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom address.
actionbyzapierSend an email
Sends a new email.
actionbyintegromatautomateioSend yourself an email
Send yourself an email
actionbypipedreamCreate a draft
Creates and adds a new draft to a selected folder.
actionbyintegromatCopy an email
Copies an email or a draft into a selected folder.
actionbyintegromat
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.
