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How to connect Calendly and Square
Create a New Scenario to Connect Calendly 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 Calendly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Calendly or Square will be your first step. To do this, click "Choose an app," find Calendly or Square, and select the appropriate trigger to start the scenario.
Add the Calendly Node
Select the Calendly node from the app selection panel on the right.
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Configure the Calendly
Click on the Calendly node to configure it. You can modify the Calendly 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 Calendly 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 Calendly 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 Calendly 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 Calendly, 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 Calendly and Square integration works as expected. Depending on your setup, data should flow between Calendly 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 Calendly and Square
Calendly + Square + Google Sheets: When a new invitee is created in Calendly, the information is sent to Square to check for payment. Once payment is confirmed (or created), the appointment details and payment status are added to a Google Sheets spreadsheet for financial tracking and reporting.
Calendly + Square + QuickBooks: When a new invitee is created in Calendly, the system checks if the payment was registered in Square. If the payment exists for the scheduled event, a corresponding invoice is automatically created in QuickBooks to streamline accounting.
Calendly and Square integration alternatives
About Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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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 Calendly and Square
How can I connect my Calendly account to Square using Latenode?
To connect your Calendly account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Calendly and click on "Connect".
- Authenticate your Calendly and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices after a Calendly meeting?
Yes, you can! Latenode's visual editor makes it easy to trigger Square invoice creation upon new Calendly bookings, saving you time and ensuring prompt billing. Automate tedious tasks today!
What types of tasks can I perform by integrating Calendly with Square?
Integrating Calendly with Square allows you to perform various tasks, including:
- Automatically creating Square customer profiles from Calendly invitee data.
- Sending payment reminders via email after a Calendly event concludes.
- Updating a CRM with payment status after a Square transaction.
- Refunding payments automatically when a Calendly event is canceled.
- Generating summary reports of bookings and revenue in a spreadsheet.
Can I customize how booking data is sent to Square?
Yes! Latenode lets you transform Calendly data via JavaScript or AI, tailoring precisely what gets sent to Square for optimal invoice generation.
Are there any limitations to the Calendly and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex refund logic might require custom JavaScript coding.
- Square transaction fees are not reflected directly within Calendly.
- The integration relies on the availability of both the Calendly and Square APIs.
