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How to connect Demio and Square
Create a New Scenario to Connect Demio 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 Demio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Demio or Square will be your first step. To do this, click "Choose an app," find Demio or Square, and select the appropriate trigger to start the scenario.
Add the Demio Node
Select the Demio node from the app selection panel on the right.
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Add the Square Node
Next, click the plus (+) icon on the Demio 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 Demio 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 Demio 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 Demio, 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 Demio and Square integration works as expected. Depending on your setup, data should flow between Demio 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 Demio and Square
Square + Slack + Demio: When a new order is placed in Square, a notification is sent to Slack with details about the purchase. If the order contains a Demio webinar ticket, the notification is sent to a specific Slack channel to alert the event host.
Square + Demio + Mailchimp: When a customer purchases a Demio webinar ticket via Square, their information is used to find or create a subscriber in Mailchimp and then add them to a specific tag.
Demio and Square integration alternatives
About Demio
Automate Demio webinar tasks with Latenode. Connect event data (registrations, attendance) to your CRM, email marketing, or analytics tools. Trigger follow-ups or update databases automatically. Using Latenode means simpler event-driven flows and richer lead insights without manual data handling. Scale your event marketing and save time.
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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 Demio and Square
How can I connect my Demio account to Square using Latenode?
To connect your Demio account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Demio and click on "Connect".
- Authenticate your Demio and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically charge customers after a Demio webinar?
Yes, with Latenode you can automate Square charges post-webinar using attendee data from Demio. This ensures timely billing & efficient follow-up based on webinar participation.
What types of tasks can I perform by integrating Demio with Square?
Integrating Demio with Square allows you to perform various tasks, including:
- Automatically create Square customers from Demio registrants.
- Send Square payment links to Demio attendees after a webinar.
- Record webinar attendance data in Square customer profiles.
- Trigger automated email sequences based on Square payment status.
- Issue refunds in Square based on Demio cancellation events.
How do I pass Demio webinar data into Square using Latenode?
Latenode lets you map data points, such as attendee email and webinar name, to fields in Square, automating data transfer and personalization.
Are there any limitations to the Demio and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom reports in Square may require custom JavaScript nodes.
- Historical Demio data prior to integration setup is not automatically synced.
- Data transformation beyond simple mappings needs custom logic or AI blocks.
