Starter
Send an email in Postmark when a payment lands in Square
When a payment lands in Square, send an email in Postmark.
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 payment lands
- A payment completed at the account’s default location (in person, online or on an invoice), checked every 5 minutes; once per payment. The token needs PAYMENTS_READ.
- Send an email
- Plain-text email from a verified sender.
- Starts whenA payment lands
Square
- App stepSend an email
What each client fills in
- Postmark: From
- For example Northside Plumbing <hello@northside.example>
- Who it goes to (Postmark)
- The address that gets it: yours, or the client’s team.
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.
Postmark → the client’s server → API Tokens → copy the Server API token. The From address must be a confirmed sender signature or on a verified domain.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Square, for “A payment lands”
- Connect the client’s Postmark, for “Send an email”
- Fill in Postmark: From (For example Northside Plumbing <hello@northside.example>)
- Fill in Who it goes to (Postmark) (The address that gets it: yours, or the client’s team)
Related templates
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