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How to connect Formaloo and Square
Create a New Scenario to Connect Formaloo 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 Formaloo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formaloo or Square will be your first step. To do this, click "Choose an app," find Formaloo or Square, and select the appropriate trigger to start the scenario.
Add the Formaloo Node
Select the Formaloo node from the app selection panel on the right.
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Configure the Formaloo
Click on the Formaloo node to configure it. You can modify the Formaloo 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 Formaloo 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 Formaloo 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 Formaloo 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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Save and Activate the Scenario
After configuring Formaloo, 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 Formaloo and Square integration works as expected. Depending on your setup, data should flow between Formaloo 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 Formaloo and Square
Formaloo + Square + Google Sheets: When a new row is submitted in Formaloo (e.g., customer feedback form), the details are added as a new row in Google Sheets, and Square is used to find associated customer data based on the Formaloo submission to enrich the Google Sheets data.
Square + Formaloo + Slack: When a new event occurs in Square, such as a large transaction, a survey is automatically submitted to Formaloo to gather customer satisfaction. The team is then alerted in Slack with the Formaloo submission details.
Formaloo and Square integration alternatives
About Formaloo
Use Formaloo in Latenode to build forms and surveys, then automate follow-up tasks. Capture data via Formaloo and trigger workflows to update databases, send personalized emails, or create support tickets. Automate form-based data entry, reducing manual work. Using Latenode adds logic, integrations, and scheduling that Formaloo alone can't handle.
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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 Formaloo and Square
How can I connect my Formaloo account to Square using Latenode?
To connect your Formaloo account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formaloo and click on "Connect".
- Authenticate your Formaloo and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Square payments from Formaloo form submissions?
Yes, you can! Latenode's visual editor makes it easy to trigger Square payment creation directly from Formaloo form responses, streamlining your payment process and reducing manual data entry.
What types of tasks can I perform by integrating Formaloo with Square?
Integrating Formaloo with Square allows you to perform various tasks, including:
- Automatically creating Square customers from Formaloo form submissions.
- Triggering Square payments when a new Formaloo entry is created.
- Updating Formaloo entries with Square payment status.
- Sending customized receipts via Formaloo after successful Square payments.
- Generating reports on form data and payment information.
What options are available to customize Formaloo data within Latenode?
Latenode offers no-code blocks, JavaScript functions, and AI prompts to transform and customize Formaloo data before sending it to Square.
Are there any limitations to the Formaloo and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom logic may require JavaScript knowledge.
- Square's API rate limits can affect high-volume workflows.
- File attachments from Formaloo might need additional processing.
