ActiveCampaign and Square Integration

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Automatically add new Square customers to ActiveCampaign for targeted marketing. Latenode's visual editor and affordable pricing make this complex automation simple to build and scale, using no-code blocks and custom JavaScript when needed.

Swap Apps

ActiveCampaign

Square

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ActiveCampaign and Square

Create a New Scenario to Connect ActiveCampaign and Square

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ActiveCampaign, triggered by another scenario, or executed manually (for testing purposes). In most cases, ActiveCampaign or Square will be your first step. To do this, click "Choose an app," find ActiveCampaign or Square, and select the appropriate trigger to start the scenario.

Add the ActiveCampaign Node

Select the ActiveCampaign node from the app selection panel on the right.

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ActiveCampaign

Configure the ActiveCampaign

Click on the ActiveCampaign node to configure it. You can modify the ActiveCampaign URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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ActiveCampaign

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Sign In

Run node once

Add the Square Node

Next, click the plus (+) icon on the ActiveCampaign node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.

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Authenticate Square

Now, click the Square node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Square settings. Authentication allows you to use Square through Latenode.

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Run node once

Configure the ActiveCampaign and Square Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the ActiveCampaign and Square Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring ActiveCampaign, Square, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the ActiveCampaign and Square integration works as expected. Depending on your setup, data should flow between ActiveCampaign and Square (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect ActiveCampaign and Square

Square + ActiveCampaign + Slack: When a new customer makes a purchase via Square, their contact information is added to a specified list in ActiveCampaign. Subsequently, a notification is sent to the sales team in Slack to inform them of the new customer acquisition.

Square + Google Sheets + ActiveCampaign: Records new Square sales transactions in a Google Sheets spreadsheet. Updates or creates customer information in ActiveCampaign based on the transaction details, ensuring customer data is synchronized across platforms.

ActiveCampaign and Square integration alternatives

About ActiveCampaign

Automate ActiveCampaign tasks within Latenode for streamlined marketing. Trigger campaigns based on data from any source, not just forms. Sync contacts, segment lists, and personalize emails using Latenode’s visual editor and built-in data transformation tools. Connect to CRMs or databases for smarter, automated customer journeys without complex coding.

About Square

Automate Square tasks in Latenode: sync payments with accounting, trigger fulfillment on successful transactions, and send custom invoices based on CRM data. Use visual workflows to connect Square with other apps, add logic with JS, and scale without step limits. Streamline finance operations.

See how Latenode works

FAQ ActiveCampaign and Square

How can I connect my ActiveCampaign account to Square using Latenode?

To connect your ActiveCampaign account to Square on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select ActiveCampaign and click on "Connect".
  • Authenticate your ActiveCampaign and Square accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically add new Square customers to ActiveCampaign?

Yes, with Latenode you can automate this! Our visual editor and advanced logic let you instantly sync Square customer data to ActiveCampaign, enriching your marketing automation and customer engagement.

What types of tasks can I perform by integrating ActiveCampaign with Square?

Integrating ActiveCampaign with Square allows you to perform various tasks, including:

  • Add new Square customers as contacts in ActiveCampaign.
  • Update ActiveCampaign contact properties based on Square transactions.
  • Trigger ActiveCampaign automations upon successful Square payments.
  • Segment contacts in ActiveCampaign based on Square purchase history.
  • Send personalized follow-up emails via ActiveCampaign after Square sales.

How secure is my ActiveCampaign data when using Latenode?

Latenode uses secure data encryption and follows industry best practices to protect your ActiveCampaign and Square data, ensuring compliance and confidentiality.

Are there any limitations to the ActiveCampaign and Square integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require custom JavaScript code.
  • Real-time synchronization depends on the API limits of both services.
  • Historical data migration from Square to ActiveCampaign may require batch processing.

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