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How to connect LiveChat and Square
Create a New Scenario to Connect LiveChat 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 LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Square will be your first step. To do this, click "Choose an app," find LiveChat or Square, and select the appropriate trigger to start the scenario.
Add the LiveChat Node
Select the LiveChat node from the app selection panel on the right.
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Configure the LiveChat
Click on the LiveChat node to configure it. You can modify the LiveChat URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Square Node
Next, click the plus (+) icon on the LiveChat 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 LiveChat 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 LiveChat 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 LiveChat, 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 LiveChat and Square integration works as expected. Depending on your setup, data should flow between LiveChat 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 LiveChat and Square
LiveChat + Square + Slack: When a chat is deactivated in LiveChat, check for a corresponding purchase in Square. If a purchase exists, send a Slack notification about the customer's purchase.
Square + Google Sheets + LiveChat: When a new paid order is created in Square, log the transaction details in a Google Sheet. Then, initiate a LiveChat session to thank the returning customer for their purchase.
LiveChat and Square integration alternatives
About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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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 LiveChat and Square
How can I connect my LiveChat account to Square using Latenode?
To connect your LiveChat account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LiveChat and click on "Connect".
- Authenticate your LiveChat and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Square customers from new LiveChat transcripts?
Yes, with Latenode! Automatically creating Square customers from LiveChat data saves time and ensures all your customer information is synced. Plus, scale with our JavaScript and AI blocks.
What types of tasks can I perform by integrating LiveChat with Square?
Integrating LiveChat with Square allows you to perform various tasks, including:
- Create Square invoices automatically from LiveChat conversations.
- Send payment reminders via LiveChat based on Square transaction data.
- Update customer details in Square using information from LiveChat.
- Trigger personalized LiveChat messages based on Square purchase history.
- Generate sales reports combining data from LiveChat and Square.
How easily can I customize LiveChat workflows inside Latenode?
Latenode’s visual editor simplifies customization. You can add custom JavaScript logic or AI to tailor LiveChat workflows to your needs.
Are there any limitations to the LiveChat and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom logic may require JavaScript knowledge.
- Large data transfers can impact workflow execution speed.
- Real-time updates depend on the API rate limits of both apps.
