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How to connect Lemlist and Square
Create a New Scenario to Connect Lemlist 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 Lemlist, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lemlist or Square will be your first step. To do this, click "Choose an app," find Lemlist or Square, and select the appropriate trigger to start the scenario.
Add the Lemlist Node
Select the Lemlist node from the app selection panel on the right.
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Add the Square Node
Next, click the plus (+) icon on the Lemlist 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 Lemlist 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 Lemlist 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 Lemlist, 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 Lemlist and Square integration works as expected. Depending on your setup, data should flow between Lemlist 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 Lemlist and Square
Square + Slack + Lemlist: When a new payment is made in Square, a notification is sent to a designated Slack channel. This prompts the Lemlist team to follow up with the customer for feedback using Lemlist.
Square + Lemlist + Google Sheets: Logs Square sales data and Lemlist outreach status to Google Sheets for performance tracking. Whenever a new Square order is created, a new row containing sale data is added in Google Sheets. Then, Lemlist searches or creates a lead, then updates a particular column in Google Sheets with the Lemlist data
Lemlist and Square integration alternatives
About Lemlist
Automate personalized outreach with Lemlist inside Latenode. Build flows to trigger email campaigns based on CRM updates or data enrichment. Add conditional logic, use AI to personalize messages, and track results—all visually. Scale outreach without complex code or per-step fees. Use JavaScript for advanced customization.
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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 Lemlist and Square
How can I connect my Lemlist account to Square using Latenode?
To connect your Lemlist account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lemlist and click on "Connect".
- Authenticate your Lemlist and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Square with new Lemlist leads?
Yes, you can! Latenode lets you automate lead updates using no-code blocks and AI. Benefit from instant data sync and streamlined sales workflows.
What types of tasks can I perform by integrating Lemlist with Square?
Integrating Lemlist with Square allows you to perform various tasks, including:
- Create Square customers from new successful Lemlist campaign leads.
- Send payment requests via Square upon a positive Lemlist reply.
- Update Square customer notes with Lemlist campaign interaction details.
- Trigger Lemlist campaign updates based on Square payment status.
- Log successful Lemlist outreach results as transactions in Square.
What Square data is accessible when using Lemlist inside Latenode?
Latenode provides access to customer data, transaction history, and payment details, allowing for advanced automation and personalization.
Are there any limitations to the Lemlist and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Lemlist and Square may require custom scripting.
- Complex data transformations may require JavaScript knowledge.
- The number of operations depends on your Latenode plan and the apps' API limits.
