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How to connect Freshdesk and Square
Create a New Scenario to Connect Freshdesk 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 Freshdesk, triggered by another scenario, or executed manually (for testing purposes). In most cases, Freshdesk or Square will be your first step. To do this, click "Choose an app," find Freshdesk or Square, and select the appropriate trigger to start the scenario.
Add the Freshdesk Node
Select the Freshdesk node from the app selection panel on the right.
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Configure the Freshdesk
Click on the Freshdesk node to configure it. You can modify the Freshdesk 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 Freshdesk 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 Freshdesk 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 Freshdesk 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 Freshdesk, 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 Freshdesk and Square integration works as expected. Depending on your setup, data should flow between Freshdesk 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 Freshdesk and Square
Freshdesk + Square + Slack: When a new ticket is created in Freshdesk, the automation finds the customer in Square based on the contact information. Then, a message with the customer's Square details is sent to a designated Slack channel.
Square + Freshdesk + Google Sheets: When a new event is triggered in Square (e.g., a sale), the data is added as a new row to a Google Sheet. If the event is a refund, a new ticket is created in Freshdesk.
Freshdesk and Square integration alternatives
About Freshdesk
Sync Freshdesk tickets with other apps in Latenode to automate support workflows. Update databases, trigger alerts, or generate reports based on ticket status, all without code. Connect Freshdesk to your CRM or marketing tools to close the loop on customer issues. Less manual work, more automation.
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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 Freshdesk and Square
How can I connect my Freshdesk account to Square using Latenode?
To connect your Freshdesk account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Freshdesk and click on "Connect".
- Authenticate your Freshdesk and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Freshdesk tickets from Square transactions?
Yes, you can! Latenode’s visual editor makes it easy to trigger ticket creation based on successful Square payments, improving customer support workflows.
What types of tasks can I perform by integrating Freshdesk with Square?
Integrating Freshdesk with Square allows you to perform various tasks, including:
- Automatically creating Freshdesk tickets for failed Square transactions.
- Updating customer details in Freshdesk based on Square purchase data.
- Sending thank-you notes via Freshdesk after successful Square payments.
- Generating reports in Square based on Freshdesk support ticket trends.
- Triggering customer satisfaction surveys via Freshdesk post-Square transaction.
How does Latenode handle data security between Freshdesk and Square?
Latenode uses secure connections and encryption to protect your data during transfer between Freshdesk and Square. We prioritize your data privacy.
Are there any limitations to the Freshdesk and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time data sync depends on the API rate limits of Freshdesk and Square.
- Custom fields in Freshdesk require careful mapping during integration setup.
