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Automatically update Contacts+ with new customer data from Square payments and unlock advanced customization with JavaScript nodes in Latenode, ensuring pristine records and seamless workflows. Centralize contact and payment data by connecting Contacts+ and Square and use Latenode's visual editor to scale these workflows affordably based on execution time.
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Create a New Scenario to Connect Contacts+ and Square
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Square will be your first step. To do this, click "Choose an app," find Contacts+ or Square, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
Contacts+
Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.
Contacts+
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Square
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 Contacts+ 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 Contacts+ and Square Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Square
Trigger on Webhook
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Contacts+
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Contacts+, Square, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Contacts+ and Square integration works as expected. Depending on your setup, data should flow between Contacts+ and Square (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Square + Contacts+ + Mailchimp: When a new customer is created in Square, their contact information is added to a specific list in Contacts+, and then they are subscribed to a Mailchimp newsletter.
Square + Contacts+ + Google Sheets: When a new customer is created in Square, their information is used to create or update their contact details in Contacts+. A new row is then added to a Google Sheet, logging the sale and customer information.
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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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How can I connect my Contacts+ account to Square using Latenode?
To connect your Contacts+ account to Square on Latenode, follow these steps:
Can I automatically create Square customers from new Contacts+ contacts?
Yes, you can! Latenode's visual editor makes it easy to automate customer creation, ensuring your Square customer data is always up-to-date with new Contacts+ entries. Save time and reduce manual data entry.
What types of tasks can I perform by integrating Contacts+ with Square?
Integrating Contacts+ with Square allows you to perform various tasks, including:
HowdoesLatenodeensurethedatabetweenContactsandSquareisaccurate?
Latenode provides robust error handling and data transformation capabilities, ensuring accurate data transfer between Contacts+ and Square. Plus, monitor all data flows in real-time.
Are there any limitations to the Contacts+ and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: