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How to connect Moxie and Square
Create a New Scenario to Connect Moxie 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Square will be your first step. To do this, click "Choose an app," find Moxie or Square, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
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Add the Square Node
Next, click the plus (+) icon on the Moxie 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 Moxie 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 Moxie 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 Moxie, 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 Moxie and Square integration works as expected. Depending on your setup, data should flow between Moxie 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 Moxie and Square
Moxie + Square + Slack: When a new Square order is created, the automation searches for the customer in Moxie. If a matching client record is found, and the order includes a refund, a Slack message is sent to a designated channel notifying the team about the refund associated with that client.
Square + Moxie + Google Sheets: Every time a new paid order is created in Square, the order data is logged into a Google Sheet. Afterwards, the automation searches for the customer's record in Moxie, and if found, it updates the client's record with the latest sales information from the Square order.
Moxie and Square integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently 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 Moxie and Square
How can I connect my Moxie account to Square using Latenode?
To connect your Moxie account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Square with new Moxie customer data?
Yes, you can! Latenode lets you sync customer info using visual workflows, ensuring Square is always up-to-date. Save time and improve data accuracy with automated synchronization.
What types of tasks can I perform by integrating Moxie with Square?
Integrating Moxie with Square allows you to perform various tasks, including:
- Create Square customers when new contacts are added in Moxie.
- Automatically send Square invoices after a Moxie support interaction.
- Update Square customer profiles based on Moxie interaction data.
- Trigger Moxie notifications upon successful Square transactions.
- Generate custom reports combining Moxie and Square data insights.
Can I trigger workflows in Latenode from actions in Moxie?
Yes, Moxie can trigger workflows! Use webhooks to start automations in Latenode based on specific Moxie events, creating dynamic processes.
Are there any limitations to the Moxie and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on API availability and rate limits.
- Complex data transformations may require JavaScript knowledge.
- Custom fields need to be manually mapped between Moxie and Square.
