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How to connect Gravity Forms and Square
Create a New Scenario to Connect Gravity Forms 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 Gravity Forms, triggered by another scenario, or executed manually (for testing purposes). In most cases, Gravity Forms or Square will be your first step. To do this, click "Choose an app," find Gravity Forms or Square, and select the appropriate trigger to start the scenario.
Add the Gravity Forms Node
Select the Gravity Forms node from the app selection panel on the right.
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Configure the Gravity Forms
Click on the Gravity Forms node to configure it. You can modify the Gravity Forms 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 Gravity Forms 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 Gravity Forms 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 Gravity Forms 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 Gravity Forms, 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 Gravity Forms and Square integration works as expected. Depending on your setup, data should flow between Gravity Forms 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 Gravity Forms and Square
Gravity Forms + Square + Google Sheets: When a new Gravity Forms submission is received, payment is processed via Square, and the submission data, along with payment details, are recorded in a new row in Google Sheets for tracking and analysis.
Square + Gravity Forms + Slack: When a new paid order is created in Square, the details of the order and the associated Gravity Forms submission (assuming a connection via customer details or order ID) are used to send a notification to a specified Slack channel, alerting the team of the new order.
Gravity Forms and Square integration alternatives
About Gravity Forms
Use Gravity Forms with Latenode to automate form data processing. Capture submissions, then trigger actions like sending emails, updating databases, or creating tasks in other apps. Enhance form data with AI, format it with JavaScript, and automate complex workflows without code — all inside Latenode's visual builder.
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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 Gravity Forms and Square
How can I connect my Gravity Forms account to Square using Latenode?
To connect your Gravity Forms account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Gravity Forms and click on "Connect".
- Authenticate your Gravity Forms and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Square payments after form submission?
Yes! Latenode lets you instantly trigger Square payment creation using Gravity Forms data. Automate tedious tasks and focus on growth!
What types of tasks can I perform by integrating Gravity Forms with Square?
Integrating Gravity Forms with Square allows you to perform various tasks, including:
- Create Square customers from new Gravity Forms submissions.
- Automatically process payments upon Gravity Forms submission.
- Update Square customer data based on Gravity Forms entries.
- Send customized payment confirmation messages.
- Trigger follow-up actions based on successful payments.
What Gravity Forms data can Latenode access for automations?
Latenode can access all form fields, submission metadata, and associated files, enabling complex workflows.
Are there any limitations to the Gravity Forms and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- Square's API rate limits apply to high-volume transactions.
- File size limits apply when transferring files.
