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How to connect Monday and Square
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Square will be your first step. To do this, click "Choose an app," find Monday or Square, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Square Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Square integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Square
Square + Monday + Slack: When a new payment is received in Square, find the related project in Monday. Then, send a Slack message to the project team to notify them of the payment.
Monday + Square + QuickBooks: When a new item (project) is created in Monday, and a payment is received in Square, create a new customer in QuickBooks with the project and payment details.
Monday and Square integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Square
How can I connect my Monday account to Square using Latenode?
To connect your Monday account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Monday with Square payment details?
Yes, you can! Latenode allows real-time data sync between Monday and Square. Benefit from instant updates and complete sales visibility without manual data entry.
What types of tasks can I perform by integrating Monday with Square?
Integrating Monday with Square allows you to perform various tasks, including:
- Create a new Monday item when a Square payment is received.
- Update a Monday item status based on Square payment status.
- Add Square customer details to a Monday contacts board.
- Generate Square invoices automatically from Monday project tasks.
- Send payment reminders via Monday when Square payments are overdue.
How do I handle errors when connecting Monday and Square in Latenode?
Latenode's advanced error handling lets you automatically retry failed tasks, send notifications, or trigger alternative workflows for robust automation.
Are there any limitations to the Monday and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Rate limits from Monday and Square may impact high-volume workflows.
- Some advanced Square API features may not have dedicated Latenode blocks.
