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How to connect Fillout and Square
Create a New Scenario to Connect Fillout 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 Fillout, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fillout or Square will be your first step. To do this, click "Choose an app," find Fillout or Square, and select the appropriate trigger to start the scenario.
Add the Fillout Node
Select the Fillout node from the app selection panel on the right.
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Add the Square Node
Next, click the plus (+) icon on the Fillout 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 Fillout 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 Fillout 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 Fillout, 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 Fillout and Square integration works as expected. Depending on your setup, data should flow between Fillout 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 Fillout and Square
Fillout + Square + Google Sheets: When a new submission is received in Fillout, the automation finds or creates the customer in Square, creates a paid order, and then adds a new row to a Google Sheet with the submission and payment details for financial tracking.
Square + Fillout + Slack: When a new event occurs in Square (e.g., new order), the automation retrieves the submission from Fillout and sends a message to a dedicated Slack channel about the new order and related customer information from the Fillout form.
Fillout and Square integration alternatives
About Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
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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 Fillout and Square
How can I connect my Fillout account to Square using Latenode?
To connect your Fillout account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fillout and click on "Connect".
- Authenticate your Fillout and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Square payments from Fillout form submissions?
Yes, with Latenode you can automate Square payment creation directly from Fillout submissions. This eliminates manual data entry and speeds up your payment processing workflow with advanced logic.
What types of tasks can I perform by integrating Fillout with Square?
Integrating Fillout with Square allows you to perform various tasks, including:
- Automatically creating Square customers from new Fillout submissions.
- Sending payment requests via Square when a Fillout form is submitted.
- Updating Square customer data based on Fillout form updates.
- Triggering follow-up actions in other apps based on Square payment status.
- Generating detailed reports combining form data and payment information.
How does Latenode handle complex data transformations from Fillout?
Latenode provides built-in data transformation tools, JavaScript blocks, and AI to reshape Fillout data for seamless integration with Square and other apps.
Are there any limitations to the Fillout and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require advanced configuration.
- Real-time synchronization depends on the API rate limits of both apps.
- Certain Square API features might not be directly supported.
