Turn Square events into instant SMS in Make.com
Move from manual follow-ups to real-time, reliable messaging. This Make automation connects Square to the D7 SMS API so every new event triggers a personalized text, pings your team in Slack, and records a clean audit trail in Google Sheets. Faster responses, fewer clicks, complete visibility.
Core Features
- Delivery reports you can trust: Capture D7 delivery receipts and status codes in Make, surface them in Slack, and store them in Sheets for full traceability.
- Personalization at scale: Merge Square fields (customer name, order total, pickup time, etc.) directly into SMS templates. Support for dynamic sender IDs, Unicode, and localization-ready content.
- API flexibility for any workflow: Map any JSON field to D7 parameters, pass custom headers, set callback URLs for DLRs, handle retries and errors, and adapt to region-specific requirements all inside Make.
Automation Flow
1) Trigger: Square – New Event Triggered
- Fire on new orders, payments, customer creations, or refunds.
- Optional filters (e.g., channel, location, amount) ensure the right messages go to the right audience.
2) Action: D7 SMS – Send automated SMS message
- Build the message body with Square variables (e.g., “Hi {{first_name}}, your order {{order_id}} is confirmed.”).
- Configure sender ID, schedule or send instantly, and capture message_id and initial status.
- Optionally set a delivery-report callback URL to update downstream steps.
3) Action: Slack – Notify team
- Post a concise summary with key fields (customer, amount, order_id) plus the D7 message_id and current SMS status.
- Route to different channels based on event type or location.
4) Action: Google Sheets – Log entry
- Append a row with timestamp, Square event type/ID, phone, message preview, D7 message_id, delivery status, and Slack message link.
- Use this as your source of truth for reporting and troubleshooting.
5) Resilience and control
- Add Make error-handling paths for failed sends, retries with backoff, and escalation alerts.
- Version templates safely and test with sample events before going live.
Who It’s For
- Developers: Robust API mapping, predictable status handling, webhooks, and clean error paths.
- Marketers: Template-based personalization, segmentation via filters, and measurable delivery outcomes.
- Ops teams: Real-time Slack visibility, audit-ready logs in Sheets, and fewer manual interventions.
