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How to connect Insightly and Square
Create a New Scenario to Connect Insightly 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 Insightly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Insightly or Square will be your first step. To do this, click "Choose an app," find Insightly or Square, and select the appropriate trigger to start the scenario.
Add the Insightly Node
Select the Insightly node from the app selection panel on the right.
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Configure the Insightly
Click on the Insightly node to configure it. You can modify the Insightly 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 Insightly 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 Insightly 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 Insightly 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 Insightly, 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 Insightly and Square integration works as expected. Depending on your setup, data should flow between Insightly 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 Insightly and Square
Square + Insightly + Slack: When a new payment is received in Square, find the corresponding customer in Insightly and update their record. Then, post a notification in a designated Slack channel.
Square + Insightly + QuickBooks: When a new event occurs in Square, create the customer in QuickBooks and update customer information in Insightly.
Insightly and Square integration alternatives
About Insightly
Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.
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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 Insightly and Square
How can I connect my Insightly account to Square using Latenode?
To connect your Insightly account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Insightly and click on "Connect".
- Authenticate your Insightly and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Insightly contacts based on Square transactions?
Yes, you can. Latenode’s flexible visual editor makes it easy to keep Insightly contacts current with Square data. Automate updates and improve CRM accuracy.
What types of tasks can I perform by integrating Insightly with Square?
Integrating Insightly with Square allows you to perform various tasks, including:
- Create new Insightly contacts from new Square customer data.
- Update Insightly opportunity stages based on Square payments.
- Send customized thank-you emails via Insightly after Square transactions.
- Generate reports combining sales data from Square and CRM data from Insightly.
- Track Square payments related to specific Insightly projects automatically.
HoweasilycanImanageInsightlydatausingJavaScriptinLatenode?
Latenode offers seamless JavaScript integration. Transform Insightly data using code for complex logic directly within your workflows.
Are there any limitations to the Insightly and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration might require additional configuration.
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both platforms.
