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Automatically create or update Ontraport contacts from Square transactions. Latenode's visual editor makes it simple to customize this integration, add complex logic with JavaScript, and scale affordably.
Connect Ontraport and Square in minutes with Latenode.
Create Ontraport to Square workflow
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Ontraport
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Create a New Scenario to Connect Ontraport and Square
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Ontraport, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ontraport or Square will be your first step. To do this, click "Choose an app," find Ontraport or Square, and select the appropriate trigger to start the scenario.
Add the Ontraport Node
Select the Ontraport node from the app selection panel on the right.
Ontraport
Configure the Ontraport
Click on the Ontraport node to configure it. You can modify the Ontraport 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 Ontraport node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.
Ontraport
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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 Ontraport 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 Ontraport 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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Ontraport
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Ontraport, Square, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Ontraport and Square integration works as expected. Depending on your setup, data should flow between Ontraport and Square (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Square + Slack + Ontraport: When a new payment is processed in Square, the details are sent to Slack as a notification. The customer's information is also updated or created in Ontraport.
Square + Google Sheets + Ontraport: Every time a new event occurs in Square (e.g., a sale), the sales data and customer information are captured and added as a new row in a Google Sheet. Simultaneously, customer records in Ontraport are updated or created based on the Square data.
About Ontraport
Use Ontraport with Latenode to automate marketing and sales tasks. Sync contacts, trigger campaigns, and update customer data based on actions in other apps. Build complex workflows visually, adding custom logic with JavaScript or AI for personalized experiences. Scale marketing automation affordably, paying only for execution time.
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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 Ontraport account to Square using Latenode?
To connect your Ontraport account to Square on Latenode, follow these steps:
Can I automatically update Ontraport contacts from Square transactions?
Yes, you can! Latenode enables real-time contact updates, triggering follow-up sequences in Ontraport based on Square purchase history. Leverage our no-code blocks and AI tools for advanced segmentation.
What types of tasks can I perform by integrating Ontraport with Square?
Integrating Ontraport with Square allows you to perform various tasks, including:
Can Latenode handle complex logic between Ontraport and Square?
Absolutely. Latenode offers advanced tools, including JavaScript code blocks, enabling you to customize any data transformation and business logic for your needs.
Are there any limitations to the Ontraport and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: