

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Automatically trigger Instantly email campaigns when Square payments are processed. Latenode’s visual editor simplifies workflow design, and its affordable pricing makes scaling your marketing automation easier.
Connect Instantly and Square in minutes with Latenode.
Create Instantly to Square workflow
Start for free
Automate your workflow
Swap Apps
Instantly
Square
No credit card needed
Without restriction
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Square will be your first step. To do this, click "Choose an app," find Instantly or Square, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
Instantly
Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.
Instantly
⚙
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 Instantly 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 Instantly and Square Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
⚙
AI Anthropic Claude 3
⚙
Square
Trigger on Webhook
⚙
Instantly
⚙
⚙
Iterator
⚙
Webhook response
Save and Activate the Scenario
After configuring Instantly, 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 Instantly and Square integration works as expected. Depending on your setup, data should flow between Instantly and Square (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Instantly + Square + QuickBooks: When a new lead is created in Instantly, find or create the customer in Square, then create a corresponding customer in QuickBooks to maintain synchronized sales records.
Square + Instantly + Slack: When a new event occurs in Square (e.g., a sale), search for the lead in Instantly. If the lead is found, send a message to a Slack channel notifying the marketing team about the sale attributed to an Instantly campaign.
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
Similar apps
Related categories
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.
Similar apps
Related categories
How can I connect my Instantly account to Square using Latenode?
To connect your Instantly account to Square on Latenode, follow these steps:
Can I automatically charge new Instantly leads in Square?
Yes, you can! Latenode's visual editor lets you automate Square charges when new leads are added in Instantly, saving time and ensuring prompt payment processing using built-in error handling.
What types of tasks can I perform by integrating Instantly with Square?
Integrating Instantly with Square allows you to perform various tasks, including:
Can I use JavaScript to customize the Instantly + Square integration?
Yes! Latenode allows you to use JavaScript code blocks to extend and customize your Instantly and Square workflows beyond the standard no-code options.
Are there any limitations to the Instantly and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: