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Automatically trigger personalized Customer.io campaigns based on Square purchase data. Latenode's visual editor and JavaScript support enable custom logic for targeted messaging and save costs with execution-based pricing.
Connect Customer.io and Square in minutes with Latenode.
Create Customer.io to Square workflow
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Customer.io
Square
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Create a New Scenario to Connect Customer.io 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 Customer.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Customer.io or Square will be your first step. To do this, click "Choose an app," find Customer.io or Square, and select the appropriate trigger to start the scenario.
Add the Customer.io Node
Select the Customer.io node from the app selection panel on the right.
Customer.io
Configure the Customer.io
Click on the Customer.io node to configure it. You can modify the Customer.io 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 Customer.io node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.
Customer.io
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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 Customer.io 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 Customer.io 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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Customer.io
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Customer.io, 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 Customer.io and Square integration works as expected. Depending on your setup, data should flow between Customer.io and Square (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Square + Customer.io + Slack: When a new paid order is created in Square, customer information is updated or created in Customer.io, and a notification is sent to a Slack channel.
Square + Google Sheets + Customer.io: Logs new Square sales in Google Sheets and sends customer info to Customer.io for marketing purposes.
About Customer.io
Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.
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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 Customer.io account to Square using Latenode?
To connect your Customer.io account to Square on Latenode, follow these steps:
Can I trigger personalized Customer.io emails after Square purchases?
Yes! Latenode's visual editor makes this easy. Trigger targeted campaigns based on purchase data, boosting customer engagement and driving repeat sales.
What types of tasks can I perform by integrating Customer.io with Square?
Integrating Customer.io with Square allows you to perform various tasks, including:
How do I handle errors when integrating Customer.io with Square on Latenode?
Latenode offers advanced error handling, including retry mechanisms and detailed logs, ensuring reliable Customer.io and Square workflows.
Are there any limitations to the Customer.io and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: