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How to connect Cloze and Square
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Square will be your first step. To do this, click "Choose an app," find Cloze or Square, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the Square Node
Next, click the plus (+) icon on the Cloze 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 Cloze 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 Cloze 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 Cloze, 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 Cloze and Square integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and Square
Cloze + Square + Google Sheets: When a deal is closed in Cloze, the corresponding transaction is located in Square, and the details are then added to a Google Sheet for tracking and reporting.
Square + Cloze + Mailchimp: When a new customer pays via Square, their information is used to create or update a customer profile in Cloze, and they are then added to a specific marketing list in Mailchimp.
Cloze and Square integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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 Cloze and Square
How can I connect my Cloze account to Square using Latenode?
To connect your Cloze account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation upon deal closure?
Yes, you can! Latenode lets you trigger Square invoice creation automatically when a deal closes in Cloze. This saves time and ensures accurate billing using our visual workflow builder.
What types of tasks can I perform by integrating Cloze with Square?
Integrating Cloze with Square allows you to perform various tasks, including:
- Create Square invoices automatically when a Cloze deal reaches a specific stage.
- Update Cloze contacts with payment information from Square transactions.
- Send automated thank-you emails via Cloze after successful Square payments.
- Generate sales reports combining data from both Cloze and Square.
- Trigger follow-up tasks in Cloze based on Square payment statuses.
How does Latenode handle Cloze custom fields?
Latenode supports Cloze custom fields, allowing you to map them to Square data for highly personalized automation workflows. Use our code blocks for advanced logic.
Are there any limitations to the Cloze and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync is not supported; only new events trigger workflows.
- Complex data transformations might require JavaScript code blocks.
- Rate limits of Cloze and Square APIs apply to your workflows.
