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How to connect Knack and Square
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Square will be your first step. To do this, click "Choose an app," find Knack or Square, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
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Add the Square Node
Next, click the plus (+) icon on the Knack 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 Knack 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 Knack 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 Knack, 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 Knack and Square integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and Square
Square + Knack + QuickBooks: When a new paid order is created in Square, a record is created in Knack for reporting purposes. Simultaneously, a new invoice is created in QuickBooks to update accounting records.
Square + Knack + Google Sheets: Track Square sales in Knack. When a new record is created in Knack, a summary is then exported to Google Sheets for further analysis and forecasting.
Knack and Square integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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 Knack and Square
How can I connect my Knack account to Square using Latenode?
To connect your Knack account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Knack records from Square payments?
Yes! Latenode's visual editor makes it easy to update Knack with Square payment data, providing real-time insights and efficient data management. Plus, use JavaScript steps to transform data.
What types of tasks can I perform by integrating Knack with Square?
Integrating Knack with Square allows you to perform various tasks, including:
- Create Knack records for new Square transactions.
- Update Knack inventory when Square sales occur.
- Send Square payment requests from Knack entries.
- Generate Square reports based on Knack data.
- Trigger custom notifications based on Square payments.
Can I use custom JavaScript code within my Knack + Square automations?
Yes, Latenode supports custom JavaScript code blocks, enabling advanced data transformations and logic beyond standard no-code options.
Are there any limitations to the Knack and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Large data volumes might impact workflow execution time.
- Rate limits from Knack and Square APIs apply.
