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Automatically create HighLevel contacts from Square sales and purchases, or trigger marketing campaigns. Latenode’s visual editor makes complex workflows simple, while affordable pricing lets you scale without cost concerns.
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Create a New Scenario to Connect HighLevel 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 HighLevel, triggered by another scenario, or executed manually (for testing purposes). In most cases, HighLevel or Square will be your first step. To do this, click "Choose an app," find HighLevel or Square, and select the appropriate trigger to start the scenario.
Add the HighLevel Node
Select the HighLevel node from the app selection panel on the right.
HighLevel
Configure the HighLevel
Click on the HighLevel node to configure it. You can modify the HighLevel 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 HighLevel node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.
HighLevel
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Square
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 HighLevel 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 HighLevel and Square Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Square
Trigger on Webhook
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HighLevel
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring HighLevel, 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 HighLevel and Square integration works as expected. Depending on your setup, data should flow between HighLevel and Square (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Square + HighLevel + Google Sheets: When a new payment event occurs in Square, the customer is located or created in HighLevel. Subsequently, the transaction details are added as a new row in a Google Sheet for reporting and tracking purposes.
Square + HighLevel + Twilio: Upon a new payment event in Square, the corresponding customer information is updated or created in HighLevel. Following this update, a personalized thank you SMS message is sent to the customer via Twilio.
About HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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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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How can I connect my HighLevel account to Square using Latenode?
To connect your HighLevel account to Square on Latenode, follow these steps:
Can I automate invoice creation after successful Square payments?
Yes, you can! Latenode lets you trigger HighLevel invoice creation directly from Square payments. Automate bookkeeping and ensure timely follow-ups, saving valuable time.
What types of tasks can I perform by integrating HighLevel with Square?
Integrating HighLevel with Square allows you to perform various tasks, including:
What HighLevel events trigger workflows within Latenode automation?
HighLevel events like new contact creation or opportunity status updates can trigger Latenode workflows, enabling automated Square actions.
Are there any limitations to the HighLevel and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: