Starter
Square
Post a message in Slack when a new customer in Square
When a new customer in Square, post a message in Slack.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
Every step, in order
When it happens in the first app, the step runs in the second, with the client’s own account.
- A new customer
- A customer added to the Square directory, within seconds (at the till, online or by a booking). The token needs CUSTOMERS_READ.
- Post a message
- Post to a channel the app has been invited to.
- Starts whenA new customerSquare
- App stepPost a message
What each client fills in
- Slack: Channel
- For example #leads or C0123456789
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
developer.squareup.com → the client’s application (their own account) → Credentials → Production access token. A personal access token for the client’s own account needs no Square review.
In the client’s Slack: api.slack.com/apps → Create New App → OAuth & Permissions → add the chat:write scope (and channels:history, plus groups:history for a private channel, for the message trigger) → Install to Workspace → copy the Bot User OAuth Token. Invite the app to the channel.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Square, for “A new customer”
- Connect the client’s Slack, for “Post a message”
- Fill in Slack: Channel (For example #leads or C0123456789)
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