JustCall and Square Integration

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Automatically trigger Square payment requests after JustCall interactions and close deals faster. Latenode’s visual editor and affordable pricing let you easily customize this workflow, and scale it as your business grows with ease.

Swap Apps

JustCall

Square

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect JustCall and Square

Create a New Scenario to Connect JustCall 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 JustCall, triggered by another scenario, or executed manually (for testing purposes). In most cases, JustCall or Square will be your first step. To do this, click "Choose an app," find JustCall or Square, and select the appropriate trigger to start the scenario.

Add the JustCall Node

Select the JustCall node from the app selection panel on the right.

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JustCall

Configure the JustCall

Click on the JustCall node to configure it. You can modify the JustCall URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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JustCall

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Connect JustCall

Sign In

Run node once

Add the Square Node

Next, click the plus (+) icon on the JustCall 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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JustCall

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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.

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JustCall

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Connect Square

Sign In

Run node once

Configure the JustCall 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.

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The action ID

Run node once

Set Up the JustCall 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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Webhook response

Save and Activate the Scenario

After configuring JustCall, 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 JustCall and Square integration works as expected. Depending on your setup, data should flow between JustCall 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 JustCall and Square

JustCall + Square + Google Sheets: When a new call is missed in JustCall, the system finds associated customer data in Square. Then, it logs the call details and Square transaction information into a Google Sheet for sales analysis and follow-up.

Square + JustCall + Slack: When a new event occurs in Square (e.g., a large transaction), the automation finds the associated customer in Square, then uses JustCall to send the sales team a text message via Slack, notifying them for immediate customer follow-up.

JustCall and Square integration alternatives

About JustCall

Use JustCall in Latenode to automate call workflows: trigger calls based on CRM updates, send SMS follow-ups, and log call data. Latenode adds visual flow control, custom logic, and data enrichment missing in basic JustCall setups. Create complex, scalable call-centric processes with no-code tools and flexible JavaScript.

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.

See how Latenode works

FAQ JustCall and Square

How can I connect my JustCall account to Square using Latenode?

To connect your JustCall account to Square on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select JustCall and click on "Connect".
  • Authenticate your JustCall and Square accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I track call outcomes in Square?

Yes, you can. Latenode's advanced logic lets you update Square records based on JustCall call dispositions, improving sales data & reporting automatically.

What types of tasks can I perform by integrating JustCall with Square?

Integrating JustCall with Square allows you to perform various tasks, including:

  • Automatically create Square customers from new JustCall contacts.
  • Log JustCall call details as notes in Square customer profiles.
  • Trigger Square payment requests after successful JustCall demos.
  • Send SMS payment reminders via JustCall using Square data.
  • Update Square order statuses based on JustCall support call outcomes.

How does Latenode handle JustCall webhooks effectively?

Latenode provides reliable webhook handling with built-in error management & retry mechanisms, ensuring critical data sync between JustCall and Square.

Are there any limitations to the JustCall and Square integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration between JustCall and Square requires custom scripting.
  • Advanced Square reporting features might need custom JavaScript for optimal integration.
  • Real-time synchronization depends on the API rate limits of both JustCall and Square.

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