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How to connect Pipefy and Square
Create a New Scenario to Connect Pipefy 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 Pipefy, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipefy or Square will be your first step. To do this, click "Choose an app," find Pipefy or Square, and select the appropriate trigger to start the scenario.
Add the Pipefy Node
Select the Pipefy node from the app selection panel on the right.
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Add the Square Node
Next, click the plus (+) icon on the Pipefy 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 Pipefy 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 Pipefy 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 Pipefy, 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 Pipefy and Square integration works as expected. Depending on your setup, data should flow between Pipefy 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 Pipefy and Square
Pipefy + Square + Slack: When a card reaches a specific stage in Pipefy, check if a payment has been received in Square for that card. If a payment is found, send a notification to a Slack channel.
Pipefy + Square + Google Sheets: When a card reaches a specific stage in Pipefy, find the corresponding transaction in Square and log the transaction details in a Google Sheet.
Pipefy and Square integration alternatives
About Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI — without step limits or vendor lock-in.
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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 Pipefy and Square
How can I connect my Pipefy account to Square using Latenode?
To connect your Pipefy account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Pipefy and click on "Connect".
- Authenticate your Pipefy and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Square payments when a Pipefy card moves?
Yes, using Latenode, trigger automated Square payment creation directly from Pipefy card movements. Latenode offers advanced logic and data transformation, streamlining payment workflows and improving efficiency.
What types of tasks can I perform by integrating Pipefy with Square?
Integrating Pipefy with Square allows you to perform various tasks, including:
- Create Square customer profiles from new Pipefy form submissions.
- Update Square customer data when Pipefy card details are modified.
- Generate Square invoices automatically for deals closed in Pipefy.
- Track payment status updates from Square within corresponding Pipefy cards.
- Send payment reminders via Pipefy based on Square transaction data.
HowtohandleerrorswhenapaymentfailsinSquarefromPipefy?
Latenode's advanced error handling allows you to trigger alerts, retry payments, or update Pipefy cards automatically upon payment failure, ensuring data consistency.
Are there any limitations to the Pipefy and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of both Pipefy and Square.
- Complex data transformations may require custom JavaScript code.
- Historical data migration between Pipefy and Square may require manual setup.
