How to automate tracking Square payments in Notion

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New payment added" under Square. Then, select details like the location. This will allow your playbook to automatically detect the new payment added in Square and initiate necessary actions.

If this is your first time using a Square integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Notion automation into your playbook to ensure the prompt addition of a new database page to a specific database whenever a new payment is added in Square.

Click the "Add step" button, then locate the "Add database page to database" automation for Notion and input the mandatory and relevant details.

If your Notion account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Notion account.

Activating your playbook is the final step to automate the addition of a new database in Notion. Once turned on, it will respond whenever a new payment is added in Square by adding the details as a new page to Notion's database without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.