1.Monitor new completed order
Integrate Square and order tracking tools to detect new completed orders and start loyalty event creation.
Record loyalty purchases from completed orders for rewards
Automatically capture completed POS orders across Square and Ostana. Create and update loyalty events when completed order captured, order marked paid, or POS order finalizedβso you can normalize contact fields, filter only qualifying purchases, and keep reward balances current without manual reconciliation.
How this automation records loyalty purchases and updates rewards
When new completed orders arrive in Square, delays can break loyalty rewards and customer segmentation. This automation normalizes contact data, filters paid orders, and creates paid-order loyalty events in Ostanaβso your team keeps reward balances accurate.
Squareor swap with your favorite app
2.Normalize contact fields
Integrate Formatter by Zapier and data cleaning tools to format phone numbers, clean emails, and standardize loyalty attributes.
Formatter by Zapieror swap with your favorite app
3.Allow only qualifying paid orders
Integrate Filter by Zapier and workflow rules tools to filter out zero-amount, refunded, and incomplete orders.
Filter by Zapieror swap with your favorite app
4.Create paid order loyalty event
Integrate Ostana and customer profile tools to create a paid-order loyalty event with event date, customer data, and amount.
Ostanaor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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