ConvertAPI and Square Integration

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Automatically convert Square sales data into reports with ConvertAPI, generating insights faster on Latenode's visual platform. Scale affordably by paying only for execution time, and customize your logic using Javascript for advanced reporting needs.

Swap Apps

ConvertAPI

Square

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ConvertAPI and Square

Create a New Scenario to Connect ConvertAPI and Square

In the workspace, click the β€œCreate 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 ConvertAPI, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertAPI or Square will be your first step. To do this, click "Choose an app," find ConvertAPI or Square, and select the appropriate trigger to start the scenario.

Add the ConvertAPI Node

Select the ConvertAPI node from the app selection panel on the right.

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ConvertAPI

Configure the ConvertAPI

Click on the ConvertAPI node to configure it. You can modify the ConvertAPI URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Square Node

Next, click the plus (+) icon on the ConvertAPI 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.

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Run node once

Configure the ConvertAPI 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.

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The action ID

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Run node once

Set Up the ConvertAPI 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 ConvertAPI, 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 β€œRun once” and triggering an event to check if the ConvertAPI and Square integration works as expected. Depending on your setup, data should flow between ConvertAPI 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 ConvertAPI and Square

ConvertAPI + Square + Google Sheets: When a file is converted using ConvertAPI, the workflow retrieves corresponding payment details from Square based on information extracted from the converted document. The details are then logged into a Google Sheet for financial tracking.

Square + ConvertAPI + Slack: When a new event occurs in Square (e.g., a refund), the workflow converts relevant transaction data to a PDF file using ConvertAPI. A summary of this PDF is then sent to a designated Slack channel for review.

ConvertAPI and Square integration alternatives

About ConvertAPI

Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.

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.

See how Latenode works

FAQ ConvertAPI and Square

How can I connect my ConvertAPI account to Square using Latenode?

To connect your ConvertAPI account to Square on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select ConvertAPI and click on "Connect".
  • Authenticate your ConvertAPI and Square accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically generate invoices in Square after converting files?

Yes, you can! Latenode allows you to automate invoice generation in Square upon file conversion via ConvertAPI, streamlining your billing process and saving time.

What types of tasks can I perform by integrating ConvertAPI with Square?

Integrating ConvertAPI with Square allows you to perform various tasks, including:

  • Automatically create Square invoices from converted documents.
  • Update Square customer details after processing a converted form.
  • Send payment reminders via email after a file conversion is complete.
  • Generate Square reports from data extracted via ConvertAPI.
  • Archive converted files to cloud storage when a Square payment is received.

Can I use JavaScript code with ConvertAPI inside Latenode?

Yes, you can. Latenode allows you to use JavaScript code for advanced ConvertAPI transformations or data manipulation, offering unparalleled flexibility.

Are there any limitations to the ConvertAPI and Square integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex file conversions may consume significant automation credits.
  • Rate limits on the ConvertAPI and Square APIs can impact workflow speed.
  • Error handling requires careful setup for robust automation.

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