Formstack and Square Integration

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Automatically create Square charges from new Formstack submissions. Latenode's visual editor makes it easy to customize complex payment workflows while using affordable, execution-based pricing, and scaling with JavaScript.

Swap Apps

Formstack

Square

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Formstack and Square

Create a New Scenario to Connect Formstack 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 Formstack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formstack or Square will be your first step. To do this, click "Choose an app," find Formstack or Square, and select the appropriate trigger to start the scenario.

Add the Formstack Node

Select the Formstack node from the app selection panel on the right.

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Configure the Formstack

Click on the Formstack node to configure it. You can modify the Formstack URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Square Node

Next, click the plus (+) icon on the Formstack 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.

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Configure the Formstack 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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The action ID

Run node once

Set Up the Formstack 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 Formstack, 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 Formstack and Square integration works as expected. Depending on your setup, data should flow between Formstack 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 Formstack and Square

Formstack + Square + Google Sheets: When a new form submission is received in Formstack, and a corresponding payment is created in Square, the details of both the form submission and the payment are added as a new row in a Google Sheet for easy tracking and record-keeping.

Square + Formstack + Slack: When a new payment event is registered in Square, the automation searches for corresponding information collected via Formstack and posts a notification to a designated Slack channel, providing details about the payment and associated form data.

Formstack and Square integration alternatives

About Formstack

Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.

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 Formstack and Square

How can I connect my Formstack account to Square using Latenode?

To connect your Formstack account to Square on Latenode, follow these steps:

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

Can I automatically create Square payments from new Formstack submissions?

Yes, you can! Latenode's visual editor makes it easy to trigger Square payment creation when a new Formstack submission is received, streamlining your sales process and saving you time.

What types of tasks can I perform by integrating Formstack with Square?

Integrating Formstack with Square allows you to perform various tasks, including:

  • Automatically creating Square customers from Formstack form submissions.
  • Triggering invoices in Square when specific Formstack forms are completed.
  • Updating customer information in Square based on new Formstack data.
  • Sending automated payment reminders through Square after Formstack submissions.
  • Generating reports on form submissions and payment status via Square.

How do I handle conditional logic within my Formstack automations?

Latenode’s no-code blocks and JavaScript integration allow complex conditional logic, ensuring precise, customized automation workflows based on Formstack data.

Are there any limitations to the Formstack and Square integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex workflows might require some familiarity with Latenode's logic functions.
  • Real-time data synchronization depends on the API rate limits of Formstack and Square.
  • Certain advanced Square features may require custom JavaScript code.

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