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How to connect Canny and Square
Create a New Scenario to Connect Canny 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 Canny, triggered by another scenario, or executed manually (for testing purposes). In most cases, Canny or Square will be your first step. To do this, click "Choose an app," find Canny or Square, and select the appropriate trigger to start the scenario.
Add the Canny Node
Select the Canny node from the app selection panel on the right.
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Add the Square Node
Next, click the plus (+) icon on the Canny 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 Canny 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 Canny 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 Canny, 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 Canny and Square integration works as expected. Depending on your setup, data should flow between Canny 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 Canny and Square
Canny + Square + Slack: When a new vote is received on a Canny post, a Square action is triggered to find the customer associated with the user who voted. Then, a Slack message is sent to a designated channel to notify the team to consider offering a discount.
Square + Canny + Airtable: When a new event is triggered in Square (e.g., a sale), find the corresponding customer in Canny. Then, record the sales data and customer feedback in Airtable to analyze trends and improve the product.
Canny and Square integration alternatives
About Canny
Integrate Canny with Latenode to automate feedback management. Capture user suggestions and bug reports directly, then route them to the right teams. Use AI to categorize input, update task trackers, and notify users of progress, automating the feedback loop and improving responsiveness.
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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 Canny and Square
How can I connect my Canny account to Square using Latenode?
To connect your Canny account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Canny and click on "Connect".
- Authenticate your Canny and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track feature requests and bill clients?
Yes, you can! Latenode's visual editor makes it easy to link new Canny feature requests to Square invoices, so you can get paid faster for requested features.
What types of tasks can I perform by integrating Canny with Square?
Integrating Canny with Square allows you to perform various tasks, including:
- Automatically creating Square invoices for new feature requests in Canny.
- Sending payment reminders in Square based on Canny feature request status.
- Logging successful Square payments as updates on Canny feature requests.
- Generating custom reports combining Canny feedback and Square payment data.
- Triggering automated welcome messages in Square after Canny feedback is submitted.
How do I handle errors between Canny and Square?
Latenode's error handling lets you set up alerts and automated retries, ensuring no feedback or payment gets missed.
Are there any limitations to the Canny and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom fields in Canny might require Javascript to map directly to Square.
- Complex pricing models in Square might need advanced logic in Latenode.
- Rate limits on the Canny or Square API can impact high-volume workflows.
