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How to connect GoCanvas and Square
Create a New Scenario to Connect GoCanvas 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 GoCanvas, triggered by another scenario, or executed manually (for testing purposes). In most cases, GoCanvas or Square will be your first step. To do this, click "Choose an app," find GoCanvas or Square, and select the appropriate trigger to start the scenario.
Add the GoCanvas Node
Select the GoCanvas node from the app selection panel on the right.
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Configure the GoCanvas
Click on the GoCanvas node to configure it. You can modify the GoCanvas 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 GoCanvas 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 GoCanvas 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 GoCanvas 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 GoCanvas, 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 GoCanvas and Square integration works as expected. Depending on your setup, data should flow between GoCanvas 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 GoCanvas and Square
GoCanvas + Square + QuickBooks: When a new submission is created in GoCanvas, an invoice is created in Square. Upon creation of the paid order in Square, an invoice is created in QuickBooks for accounting.
GoCanvas + Square + Google Sheets: Upon a new submission in GoCanvas, Square sales data is recorded into a Google Sheet, providing a log of sales associated with the GoCanvas form.
GoCanvas and Square integration alternatives
About GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
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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 GoCanvas and Square
How can I connect my GoCanvas account to Square using Latenode?
To connect your GoCanvas account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select GoCanvas and click on "Connect".
- Authenticate your GoCanvas and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Square payments from GoCanvas form submissions?
Yes, you can! With Latenode, easily trigger Square payment creation when a GoCanvas form is submitted, automating your billing process. This saves time and reduces manual data entry.
What types of tasks can I perform by integrating GoCanvas with Square?
Integrating GoCanvas with Square allows you to perform various tasks, including:
- Automatically creating Square customers from new GoCanvas leads.
- Updating Square customer details based on GoCanvas form updates.
- Generating detailed sales reports combining GoCanvas and Square data.
- Triggering Square refunds based on GoCanvas inspection results.
- Sending customized payment reminders via GoCanvas based on Square data.
Can I use custom JavaScript code with my GoCanvas and Square workflows?
Yes, Latenode allows you to incorporate custom JavaScript code for advanced data manipulation and workflow customization within your GoCanvas and Square integrations.
Are there any limitations to the GoCanvas and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex GoCanvas form structures may require custom JavaScript for data mapping.
- Square's API rate limits may affect high-volume data synchronization.
- Real-time data updates depend on the polling interval configured within Latenode.
