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How to connect Klaviyo and Square
Create a New Scenario to Connect Klaviyo 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 Klaviyo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Klaviyo or Square will be your first step. To do this, click "Choose an app," find Klaviyo or Square, and select the appropriate trigger to start the scenario.
Add the Klaviyo Node
Select the Klaviyo node from the app selection panel on the right.
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Add the Square Node
Next, click the plus (+) icon on the Klaviyo 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 Klaviyo 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 Klaviyo 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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Save and Activate the Scenario
After configuring Klaviyo, 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 Klaviyo and Square integration works as expected. Depending on your setup, data should flow between Klaviyo 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 Klaviyo and Square
Square + Klaviyo + Slack: When a new paid order is created in Square, the customer's profile is added to a specified list in Klaviyo to trigger personalized thank you emails. A celebratory message is then sent to a designated Slack channel.
Square + Klaviyo + Google Sheets: Tracks Square sales data by adding a new row in Google Sheets when a new paid order is created in Square. Klaviyo campaign performance metrics (e.g., opens, clicks) are also fetched periodically and added to the same Google Sheet for comprehensive reporting.
Klaviyo and Square integration alternatives
About Klaviyo
Use Klaviyo in Latenode to automate email marketing based on real-time triggers. Sync customer data, personalize campaigns, and track results within automated workflows. Connect Klaviyo to other apps like CRMs or payment gateways. Run automations without per-step cost limits, scale email personalization, and use AI to improve campaign targeting.
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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 Klaviyo and Square
How can I connect my Klaviyo account to Square using Latenode?
To connect your Klaviyo account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Klaviyo and click on "Connect".
- Authenticate your Klaviyo and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I segment Klaviyo subscribers based on Square purchase history?
Yes, using Latenode you can! Build custom segments in Klaviyo based on Square purchase data, enhancing personalization. Use no-code blocks and JavaScript for advanced logic.
What types of tasks can I perform by integrating Klaviyo with Square?
Integrating Klaviyo with Square allows you to perform various tasks, including:
- Add new Square customers to a Klaviyo email list.
- Trigger Klaviyo email flows based on Square purchase events.
- Update customer profiles in Klaviyo with Square transaction data.
- Send SMS updates via Klaviyo for new Square orders.
- Create personalized product recommendations based on Square purchase history.
How can I use Klaviyo data to personalize Square customer receipts?
Latenode lets you enrich Square receipts with Klaviyo data using JavaScript blocks and API calls, creating highly customized and targeted experiences.
Are there any limitations to the Klaviyo and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Square to Klaviyo may require custom scripting.
- Complex data transformations might necessitate JavaScript knowledge.
- High-volume data synchronization can be subject to API rate limits.
