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Automatically create Square payments when deals close in NoCRM for seamless sales and accounting workflows. Latenode's visual editor lets you build custom logic, while affordable pricing scales with your business, not your automation complexity.
Connect NoCRM and Square in minutes with Latenode.
Create NoCRM to Square workflow
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Create a New Scenario to Connect NoCRM 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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Square will be your first step. To do this, click "Choose an app," find NoCRM or Square, and select the appropriate trigger to start the scenario.
Add the NoCRM Node
Select the NoCRM node from the app selection panel on the right.
NoCRM
Add the Square Node
Next, click the plus (+) icon on the NoCRM node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.
NoCRM
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Square
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 NoCRM 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 NoCRM and Square Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Square
Trigger on Webhook
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NoCRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring NoCRM, 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 NoCRM and Square integration works as expected. Depending on your setup, data should flow between NoCRM and Square (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
NoCRM + Square + Slack: When a lead's status changes to 'Closed' in NoCRM, and a corresponding payment is processed in Square, send a notification in Slack to the sales team.
Square + NoCRM + Google Sheets: When a new payment is recorded in Square, find the associated deal in NoCRM and record the payment and deal information in a Google Sheet for sales analysis.
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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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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How can I connect my NoCRM account to Square using Latenode?
To connect your NoCRM account to Square on Latenode, follow these steps:
Can I automatically create Square payments from new NoCRM leads?
Yes, you can! Latenode lets you automate payment creation, instantly generating Square charges when new leads appear in NoCRM. Streamline sales and reduce manual data entryeffortlessly.
What types of tasks can I perform by integrating NoCRM with Square?
Integrating NoCRM with Square allows you to perform various tasks, including:
How do I handle complex data transformations between NoCRM and Square?
Latenode’s JavaScript code blocks and AI assistant enable custom data mapping and transformations beyond standard field syncing, ensuring seamless data flow.
Are there any limitations to the NoCRM and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: