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How to connect Formsite and Square
Create a New Scenario to Connect Formsite 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 Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or Square will be your first step. To do this, click "Choose an app," find Formsite or Square, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
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Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite 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 Formsite 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 Formsite 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 Formsite 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 Formsite, 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 Formsite and Square integration works as expected. Depending on your setup, data should flow between Formsite 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 Formsite and Square
Formsite + Square + Google Sheets: When a new form result is submitted in Formsite, it triggers a payment creation in Square. Upon successful payment, the order information is logged in a Google Sheet for reporting purposes.
Square + Formsite + Slack: When a new event (payment) is processed in Square, the related form data is retrieved from Formsite and a notification with order details is sent to a dedicated Slack channel.
Formsite and Square integration alternatives
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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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 Formsite and Square
How can I connect my Formsite account to Square using Latenode?
To connect your Formsite account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formsite and click on "Connect".
- Authenticate your Formsite and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically charge customers after they submit a Formsite form?
Yes, you can! With Latenode, create a workflow that triggers a Square payment request when a new Formsite submission is received. Automate payment collection, saving time and improving efficiency.
What types of tasks can I perform by integrating Formsite with Square?
Integrating Formsite with Square allows you to perform various tasks, including:
- Create Square customer profiles from Formsite submissions automatically.
- Generate invoices in Square when a new order is placed via Formsite.
- Update Square inventory levels based on Formsite order details.
- Send personalized thank-you emails via Formsite after successful Square payments.
- Track revenue generated from specific Formsite campaigns in Square.
What Formsite data can I access in Latenode workflows?
You can access all form fields, submission dates, and user details. Use this data to trigger actions and personalize automations.
Are there any limitations to the Formsite and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic in Formsite may require custom JavaScript within Latenode.
- Real-time synchronization depends on the API rate limits of both Formsite and Square.
- Historical data migration between Formsite and Square requires manual setup.
