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How to connect Kommo and Square
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Square will be your first step. To do this, click "Choose an app," find Kommo or Square, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the Square Node
Next, click the plus (+) icon on the Kommo 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 Kommo 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 Kommo 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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Save and Activate the Scenario
After configuring Kommo, 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 Kommo and Square integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and Square
Kommo + Square + Slack: When a deal reaches a specific closed pipeline status in Kommo, and a corresponding payment is found in Square, send a congratulatory message to a dedicated sales team channel in Slack.
Square + Kommo + Google Sheets: When a new payment is registered in Square, record the payment details and customer information in a Google Sheet. Simultaneously, update the customer's information in Kommo to maintain accurate sales tracking.
Kommo and Square integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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.
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See how Latenode works
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FAQ Kommo and Square
How can I connect my Kommo account to Square using Latenode?
To connect your Kommo account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Kommo deals from Square payments?
Yes, with Latenode, automatically update Kommo deals when Square payments are processed. Benefit from real-time sales data visibility, enhanced by custom logic and JavaScript steps.
What types of tasks can I perform by integrating Kommo with Square?
Integrating Kommo with Square allows you to perform various tasks, including:
- Create new Kommo contacts from Square customer data.
- Update Kommo deal stages based on Square payment status.
- Send Square payment requests directly from Kommo deals.
- Generate invoices in Square when a Kommo deal reaches a specific stage.
- Track Square transaction history and associate it with Kommo contacts.
Can I use JavaScript to customize Kommo data in Latenode?
Yes, use JavaScript blocks to transform and format Kommo data, adding powerful customization beyond standard no-code options for advanced workflows.
Are there any limitations to the Kommo 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.
- Square API rate limits apply, affecting high-volume transactions.
- Initial setup requires understanding of both Kommo and Square APIs.
