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Remember to follow up on Square purchases with this automation

Blog post from Zapier

Post Details
Company
Date Published
Author
Justin Pot
Word Count
465
Company Posts That Month
12
Language
English
Hacker News Points
-
Post removed?
No
Summary

It can be challenging to remember to follow up with customers after they make a purchase, but using Zapier, which connects Square to 1,500+ applications, allows for automatic reminders to be sent to almost any application, including Slack. To set up the reminder, create a new Zap in Zapier, sign into your Square account and choose the New Transaction trigger. Add a delay step using Zapier's native app and select how long you want the delay to be before sending the reminder. Then, decide where you'd like to send the information, such as Slack, and format the message with relevant details from previous steps. Once customized, test the Zap and it will automatically send reminders based on Square transactions, allowing for efficient follow-up with customers.

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