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How to connect Bitrix24 and Square
Create a New Scenario to Connect Bitrix24 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 Bitrix24, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bitrix24 or Square will be your first step. To do this, click "Choose an app," find Bitrix24 or Square, and select the appropriate trigger to start the scenario.
Add the Bitrix24 Node
Select the Bitrix24 node from the app selection panel on the right.
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Bitrix24
Configure the Bitrix24
Click on the Bitrix24 node to configure it. You can modify the Bitrix24 URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Square Node
Next, click the plus (+) icon on the Bitrix24 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 Bitrix24 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 Bitrix24 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bitrix24, 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 Bitrix24 and Square integration works as expected. Depending on your setup, data should flow between Bitrix24 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 Bitrix24 and Square
Bitrix24 + Square + QuickBooks: When a new lead is created in Bitrix24, the automation finds the corresponding customer in Square. If found, it creates a new customer in QuickBooks with the Square customer's data.
Square + Bitrix24 + Mailchimp: When a new customer is created in Square, the automation creates a new lead in Bitrix24 and then subscribes the customer to a Mailchimp list.
Bitrix24 and Square integration alternatives
About Bitrix24
Automate Bitrix24 tasks in Latenode: update deals, manage contacts, and track tasks without manual work. Connect Bitrix24 CRM data to other apps, like email or spreadsheets, for streamlined workflows. Latenode’s visual editor and flexible code options make complex Bitrix24 automation simple and scalable, avoiding per-step fees.
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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 Bitrix24 and Square
How can I connect my Bitrix24 account to Square using Latenode?
To connect your Bitrix24 account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bitrix24 and click on "Connect".
- Authenticate your Bitrix24 and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track Square payments in Bitrix24 CRM?
Yes, with Latenode! Automatically log Square transactions as new deals or update existing ones in Bitrix24. Gain full visibility on sales and customer interactions, leveraging Latenode’s advanced logic.
What types of tasks can I perform by integrating Bitrix24 with Square?
Integrating Bitrix24 with Square allows you to perform various tasks, including:
- Create Bitrix24 tasks for new Square transactions above a threshold.
- Update contact details in Bitrix24 upon successful Square payment.
- Send customized SMS notifications via Bitrix24 for Square refunds.
- Generate daily sales reports in Bitrix24 based on Square data.
- Add new Square customers to Bitrix24 marketing lists automatically.
Can I use JavaScript within my Bitrix24 + Square automations?
Yes! Latenode enables custom logic via JavaScript within your workflows, providing advanced control over data transformations between Bitrix24 and Square.
Are there any limitations to the Bitrix24 and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time data synchronization depends on the APIs of both apps.
- Initial setup requires understanding of Bitrix24 and Square data structures.
