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How to connect ConvertKit and Square
Create a New Scenario to Connect ConvertKit 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 ConvertKit, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertKit or Square will be your first step. To do this, click "Choose an app," find ConvertKit or Square, and select the appropriate trigger to start the scenario.
Add the ConvertKit Node
Select the ConvertKit node from the app selection panel on the right.
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Configure the ConvertKit
Click on the ConvertKit node to configure it. You can modify the ConvertKit 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 ConvertKit 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 ConvertKit 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 ConvertKit 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 ConvertKit, 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 ConvertKit and Square integration works as expected. Depending on your setup, data should flow between ConvertKit 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 ConvertKit and Square
Square + ConvertKit + Slack: When a new paid order is created in Square, a customer is added to ConvertKit with relevant tags, and a notification is sent to the sales team in Slack.
Square + ConvertKit + Google Sheets: Track new Square sales in a Google Sheet by adding a new row, and simultaneously add the customer to ConvertKit to begin the nurturing sequence.
ConvertKit and Square integration alternatives
About ConvertKit
Automate email marketing with ConvertKit in Latenode. Sync new subscribers, trigger campaigns based on events, and segment lists dynamically. Connect ConvertKit to any app via Latenode's visual editor. Enrich data and personalize flows with JavaScript, ensuring relevant messaging and optimized deliverability, without complex coding.
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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 ConvertKit and Square
How can I connect my ConvertKit account to Square using Latenode?
To connect your ConvertKit account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ConvertKit and click on "Connect".
- Authenticate your ConvertKit and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new customers to ConvertKit from Square?
Yes, you can! Latenode lets you sync Square customers to ConvertKit, adding them as subscribers. Use advanced filtering, custom JavaScript, and AI to enrich data during the process.
What types of tasks can I perform by integrating ConvertKit with Square?
Integrating ConvertKit with Square allows you to perform various tasks, including:
- Adding new Square customers as subscribers in ConvertKit.
- Tagging ConvertKit subscribers based on Square purchase history.
- Triggering email sequences upon successful Square transactions.
- Updating subscriber information in ConvertKit from Square data.
- Sending invoices via Square upon new ConvertKit subscriber joins.
Can I use JavaScript to transform data between ConvertKit and Square?
Yes! Latenode enables you to use JavaScript code blocks to format and transform data, tailoring it for seamless data exchange between ConvertKit and Square.
Are there any limitations to the ConvertKit and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding knowledge.
- Real-time synchronization depends on the API limits of both apps.
- Historical data migration beyond API limits may require batch processing.
