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How to connect Basin and Square
Create a New Scenario to Connect Basin 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 Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or Square will be your first step. To do this, click "Choose an app," find Basin or Square, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
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Add the Square Node
Next, click the plus (+) icon on the Basin 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.
Configure the Basin 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.
Set Up the Basin 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 Basin, 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 Basin and Square integration works as expected. Depending on your setup, data should flow between Basin 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 Basin and Square
Basin + Square + Slack: When a new form is submitted in Basin, this automation checks for a matching customer in Square. If a customer is found and makes a purchase, a notification is sent to a Slack channel.
Basin + Square + Google Sheets: When a new form is submitted in Basin, the automation searches Square for relevant sales data. The found sales data is then logged in Google Sheets.
Basin and Square integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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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.
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See how Latenode works
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FAQ Basin and Square
How can I connect my Basin account to Square using Latenode?
To connect your Basin account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Square customer profiles from new Basin form submissions?
Yes, you can! Latenode lets you map Basin data directly into Square, automatically creating customer profiles without coding. Centralize data & improve customer management.
What types of tasks can I perform by integrating Basin with Square?
Integrating Basin with Square allows you to perform various tasks, including:
- Automatically creating Square invoices from new Basin form submissions.
- Updating Square customer data based on changes in Basin form entries.
- Triggering automated email sequences for payment reminders using form data.
- Sending SMS notifications via Latenode when a payment is received in Square.
- Adding new Basin leads to Square as potential customers, enriching data.
Can I filter Basin form submissions before sending data to Square?
Yes, using Latenode's logic blocks, you can filter submissions based on criteria like form type or user input, ensuring accurate Square data.
Are there any limitations to the Basin and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form structures in Basin might require custom JavaScript mapping in Latenode.
- Square's API rate limits may affect high-volume form submission workflows.
- Certain advanced Square features might not have direct equivalents in Basin.
