E-commerce and payments

Square

Text customers after a sale or a booking in Square.

What you can do

  • Text customers a thank-you after a sale.
  • Confirm Square appointments by text from your own number.

How it connects

  • Zapier

    BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

    Zapier in the docs

Recipes

Two recipes to start from.

Set one up as written, or change it to fit how you work. The docs have the same recipes step by step.
01With Zapier

Thank customers after a sale

Starts when

When a payment is made in Square

  1. Start a Zap with Square’s trigger for a new payment.
  2. Add a Filter by Zapier step so it goes on only when the sale has a customer with a phone number.
  3. Add BlueBot’s Send Text action and map that phone to To.

The text it sends

Thanks for coming in today, {{first_name}}! Reply here if you have any questions about your order.

From your own number

02With Zapier

Confirm appointments

Starts when

When an appointment is booked in Square

  1. Start a Zap with Square’s trigger for a new booking.
  2. Add BlueBot’s Send Text action and map the customer’s phone to To.
  3. Write the text with the service and time mapped in.

The text it sends

Hi {{first_name}}, you’re booked for a {{service}} on {{date}} at {{time}}. Reply here to change it.

From your own number

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