Square Whatsapp Automation
Send instant WhatsApp receipts the moment a Square payment is completed. Tag each payment in ActiveCampaign and follow up with an order summary to boost payment success.
Why This Workflow Matters
This workflow makes it easy to thank customers and confirm their payments the moment they pay. Instead of manually checking Square and sending messages one by one, everything happens automatically.
Customers feel reassured because they receive an immediate WhatsApp confirmation, and your team gets clear payment tags inside ActiveCampaign. This helps you stay organized, send the right follow-ups, and gently guide customers from payment to a successful order experience.
How The Automation Works
- Trigger: Payment completed
When a customer completes a payment through Square, the workflow starts automatically.
- ActiveCampaign Actions: Tag `payment_received`, webhook
ActiveCampaign instantly applies a payment_received tag to the contact.
A webhook is triggered to connect this event with the D7 WhatsApp API, so the right message is sent without any manual effort.
- WhatsApp Message Sent:
`Your payment of {{amount}} was received. Thank you!`
The customer receives a friendly WhatsApp message confirming their payment and the exact amount paid.
- Follow-Up Steps: Order summary
After the payment confirmation, you can share an order summary so customers know exactly what they purchased and what happens next.
- Goal / KPI: Payment success
The main goal is to ensure smooth, clear payment confirmation and a complete order experience, helping you track and improve payment success.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | A customer completes a payment in Square. | Automatically starts the workflow at the exact moment money is received. |
| 2 | ActiveCampaign detects the completed payment event. | Keeps all customer activity connected to their contact profile. |
| 3 | The contact is tagged with payment_received in ActiveCampaign. | Helps you segment and identify customers who have successfully paid. |
| 4 | A webhook fires from ActiveCampaign to the D7 WhatsApp API. | Sends the necessary data securely so the WhatsApp message goes out instantly. |
| 5 | WhatsApp message is sent: “Your payment of {{amount}} was received. Thank you!” | Confirms the payment, builds trust, and reduces support questions about payment status. |
| 6 | Customer receives the WhatsApp message on their phone. | Provides real-time reassurance in a channel they check often. |
| 7 | An order summary is shared as a follow-up step. | Clarifies what was purchased and the next steps, improving the overall experience. |
| 8 | You track payment success as the main KPI. | Measures how effectively your process converts payments into completed, satisfied orders |
Whatsapp Message Variations
Original:
Your payment of {{amount}} was received. Thank you!
Improved WhatsApp-template-friendly versions:
- `Hi {{name}}, we’ve received your payment of {{amount}}. Thank you for your purchase!`
- `Payment confirmed: {{amount}} has been received successfully. Thank you for choosing us!`
- `Thank you! Your payment of {{amount}} is complete. You’ll receive your order summary shortly.`
Who This Workflow is For
This workflow is ideal for businesses that take payments via Square and want instant, clear communication with customers, such as:
- Retail stores and boutiques selling in-store or online and needing quick payment confirmations.
- Cafes, restaurants, and food services that want to confirm prepaid orders or deposits.
- Service providers (consultants, salons, spas, gyms, trainers) confirming session or membership payments.
- Event organizers and ticket sellers who want to reassure buyers when their ticket payment is complete.
- Small eCommerce brands using Square for checkouts and wanting a direct WhatsApp confirmation plus order summary.
Any business that relies on fast payment confirmation and wants to improve trust, reduce questions like “Did my payment go through?”, and track payment success will benefit from this automation.
Integrate Now
Activate this Square – Payment Completed WhatsApp workflow today