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Automatically create Square customers from Intercom leads or update records after sales. Latenode’s visual editor simplifies complex workflows, and affordable pay-by-execution pricing lets you scale without cost concerns.
Connect Intercom and Square in minutes with Latenode.
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Create a New Scenario to Connect Intercom 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 Intercom, triggered by another scenario, or executed manually (for testing purposes). In most cases, Intercom or Square will be your first step. To do this, click "Choose an app," find Intercom or Square, and select the appropriate trigger to start the scenario.
Add the Intercom Node
Select the Intercom node from the app selection panel on the right.
Intercom
Configure the Intercom
Click on the Intercom node to configure it. You can modify the Intercom 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 Intercom node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.
Intercom
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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 Intercom 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 Intercom 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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Intercom
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Intercom, 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 Intercom and Square integration works as expected. Depending on your setup, data should flow between Intercom and Square (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Square + Intercom + Slack: When a new paid order is created in Square, find the customer's contact information. Then send the contact information and order details to a dedicated Slack channel.
Square + Google Sheets + Intercom: Track new Square transactions in Google Sheets. Based on purchase history in Google Sheets, use Intercom to engage with customers.
About Intercom
Integrate Intercom with Latenode to automate customer support and engagement. Trigger workflows based on Intercom events to update CRMs, send personalized emails, or escalate issues. Latenode’s visual editor and flexible logic let you build custom support automation that adapts to your business needs, without complex coding or per-step fees.
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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 Intercom account to Square using Latenode?
To connect your Intercom account to Square on Latenode, follow these steps:
Can I track Square sales in Intercom?
Yes, you can! Latenode's visual editor makes it easy to track Square sales events and update user profiles in Intercom, providing personalized support and targeted messaging.
What types of tasks can I perform by integrating Intercom with Square?
Integrating Intercom with Square allows you to perform various tasks, including:
What Intercom data can I access through Latenode workflows?
You can access user attributes, conversation history, and segment data for personalized automation and streamlined workflows.
Are there any limitations to the Intercom and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: