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Automatically generate and send customized invoices upon successful Square payments using PDF.co. Latenode's visual editor makes it easier to connect these apps, while affordable pay-by-execution pricing keeps costs down as your business scales.
Connect PDF.co and Square in minutes with Latenode.
Create PDF.co to Square workflow
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Swap Apps
PDF.co
Square
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Create a New Scenario to Connect PDF.co 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 PDF.co, triggered by another scenario, or executed manually (for testing purposes). In most cases, PDF.co or Square will be your first step. To do this, click "Choose an app," find PDF.co or Square, and select the appropriate trigger to start the scenario.
Add the PDF.co Node
Select the PDF.co node from the app selection panel on the right.
PDF.co
Add the Square Node
Next, click the plus (+) icon on the PDF.co node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.
PDF.co
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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 PDF.co 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 PDF.co 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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PDF.co
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PDF.co, 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 PDF.co and Square integration works as expected. Depending on your setup, data should flow between PDF.co and Square (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Square + PDF.co + Google Sheets: When a new event occurs in Square, extract data from a PDF receipt using PDF.co's AI Invoice Parser and log the relevant information in a Google Sheet for analysis.
Square + PDF.co + QuickBooks: When a new event occurs in Square, create an invoice in QuickBooks. Then, use PDF.co to archive the invoice as a PDF.
About PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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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 PDF.co account to Square using Latenode?
To connect your PDF.co account to Square on Latenode, follow these steps:
Can I automatically create invoices from Square payments with PDF.co?
Yes, you can! Latenode automates this process, creating and sending invoices instantly. Free up your time and ensure accuracy by linking these apps visually with our no-code builder.
What types of tasks can I perform by integrating PDF.co with Square?
Integrating PDF.co with Square allows you to perform various tasks, including:
What PDF.co features are accessible within Latenode workflows?
You can access all PDF.co features, including PDF generation, editing, conversion, and data extraction, enhancing your automation.
Are there any limitations to the PDF.co and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: