Sales & Point of Sale AutomationPurpose
1.2. Enable customers to purchase, send, redeem, and track balances of gift cards online or in-store, and streamline workflows to minimize manual intervention and errors across all touchpoints (web, mobile, kiosk, POS, CRM, and email).
Trigger Conditions
2.2. API event: New order tagged as ‘Gift Card’.
2.3. Gift card redemption attempt in-store or via mobile app.
2.4. Gift card balance inquiry.
2.5. Automated email/SMS reminder for unused balances or approaching card expiration.
2.6. Scheduled daily reconciliation or reporting request.
Platform Variants
• API: Gift Cards endpoint – automate creation, balance management, and redemption tracking.
• Sample: Configure webhook to monitor gift card events.
3.2. Shopify
• API: Gift Cards API – auto-issue and notify recipient on purchase.
• Sample: Set automatic email to recipient on issuance.
3.3. Toast POS
• Feature: Toast Gift Card Integration – track, redeem, and adjust balances tied to guest profiles.
• Sample: Link sales channel APIs for automated redemption logging.
3.4. Clover
• API: Gift Cards – set up e-gift issuance and redemption via POS.
• Sample: Trigger customer notification through external webhook.
3.5. Lightspeed Retail
• API: Gift Cards Resource – sync issuance, reloads, and usage with sales records.
• Sample: Webhook on issuance event sends SMS confirmation.
3.6. Square Online
• Feature: Digital Gift Cards – automate outbound purchase confirmation emails.
• Sample: Link with loyalty credits for promotion.
3.7. WooCommerce
• Plugin: WooCommerce Gift Cards – auto-generate codes and email on order completion.
• Sample: Configure cron job for unredeemed balance reminders.
3.8. Revel Systems
• API: Gift Card module – automate balance adjustments at transaction close.
• Sample: Push to integrated CRM for historical tracking.
3.9. Givex
• API: Gift Card Services – instant digital delivery and usage reporting.
• Sample: Integrate webhook to update redemption status in real-time.
3.10. GiftUp!
• API: Orders endpoint – real-time notification and code delivery.
• Sample: Connect to email/SMS service.
3.11. Vend (now Lightspeed)
• API: Gift Card endpoint – auto-adjust balance post-sale.
• Sample: Data sync with accounting platform.
3.12. Stripe
• API: Issuing & Gift Cards module – auto-generate codes on payment success.
• Sample: Custom webhook for expiry reminders.
3.13. Gift Card Granny
• API: Gift Card Tools – integrate buy/redeem into POS workflow.
• Sample: Automated CSV export for finance reconciliation.
3.14. Yiftee
• Feature: API Integration – auto-dispatch local e-gift cards by sales channel.
• Sample: Trigger SMS or app notification on redemption.
3.15. Tango Card
• API: RaaS v2 – automate digital delivery tied to verified orders.
• Sample: Webhook for customer support notification.
3.16. OpenTable
• Feature: Gift Card integration – notify booking system on redemption.
• Sample: API triggers reservation adjustment on partial redemption.
3.17. Fiserv
• API: Gift Solutions – manage physical and digital card lifecycle.
• Sample: Automate expiry date handling in bulk.
3.18. Oracle MICROS
• API: Simphony Gift Card Service – trigger card lookup at order point.
• Sample: Automated email to recipient after purchase.
3.19. GiftFly
• API: GiftFly API – automate code issuance and status checks.
• Sample: Push webhook to CRM.
3.20. SumUp
• Feature: Gift Cards via POS – send digital code to recipient on sale.
• Sample: Integration with e-receipt workflow.
3.21. Square Marketing
• Feature: Targeted gift card promotions – auto-trigger mailing to select segments.
• Sample: Scheduled campaign for low-balance cards.
Benefits
4.2. Boosts gift card sales by supporting omnichannel, real-time issuance, and customer notifications.
4.3. Enhances customer experience by streamlining purchases, balances, and redemption tracking.
4.4. Provides live reporting, enabling accurate financial reconciliation and actionable insights.
4.5. Automates reminders and expiry notifications, maximizing redemption rates and encouraging repeat visits.