Customer.io and Square Integration

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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.

Customer.io + Square integration

Connect Customer.io and Square in minutes with Latenode.

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Automate your workflow

Swap Apps

Customer.io

Square

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Customer.io and Square

Create a New Scenario to Connect Customer.io 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 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.

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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.

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Customer.io

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Connect Customer.io

Sign In
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Run node once

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.

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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.

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Square

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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.

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Square Oauth 2.0

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Change

Select an action *

Select

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The action ID

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Run node once

Set Up the Customer.io 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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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring Customer.io, 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 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.

Most powerful ways to connect Customer.io and Square

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.

Customer.io and Square integration alternatives

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.

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 Customer.io and Square

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:

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

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:

  • Send personalized thank you emails after a Square transaction.
  • Segment customers in Customer.io based on Square purchase history.
  • Update Customer.io profiles with Square transaction data.
  • Trigger abandoned cart sequences based on Square payment failures.
  • Send SMS updates about Square orders via Customer.io.

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:

  • Real-time synchronization depends on the APIs of both Customer.io and Square.
  • Complex data transformations may require JavaScript knowledge.
  • Extremely high volumes of transactions may require optimized workflow design.

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