RD Station and Square Integration

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Automatically add new Square customers to RD Station for targeted campaigns. Latenode's visual editor simplifies complex workflows, offering affordability and customization for seamless marketing automation.

Swap Apps

RD Station

Square

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and Square

Create a New Scenario to Connect RD Station and Square

In the workspace, click the β€œCreate 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 RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or Square will be your first step. To do this, click "Choose an app," find RD Station or Square, and select the appropriate trigger to start the scenario.

Add the RD Station Node

Select the RD Station node from the app selection panel on the right.

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RD Station

Configure the RD Station

Click on the RD Station node to configure it. You can modify the RD Station URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect RD Station

Sign In
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Run node once

Add the Square Node

Next, click the plus (+) icon on the RD Station 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.

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Connect Square

Sign In
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Run node once

Configure the RD Station 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.

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Change

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The action ID

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Run node once

Set Up the RD Station 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 RD Station, 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 β€œRun once” and triggering an event to check if the RD Station and Square integration works as expected. Depending on your setup, data should flow between RD Station 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 RD Station and Square

RD Station + Square + Slack: When a deal is marked as won in RD Station, a message is automatically sent to a specified Slack channel to notify the sales team of the successful sale.

Square + Google Sheets + RD Station: When a new event (specifically a successful transaction) occurs in Square, the transaction details are recorded in a Google Sheet. Then, the contact information in RD Station is updated or created based on the customer data from the Square transaction.

RD Station and Square integration alternatives

About RD Station

Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.

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.

See how Latenode works

FAQ RD Station and Square

How can I connect my RD Station account to Square using Latenode?

To connect your RD Station account to Square on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select RD Station and click on "Connect".
  • Authenticate your RD Station and Square accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate lead creation after a Square purchase?

Yes, you can! Latenode allows you to automatically create or update leads in RD Station based on Square transactions, enriching your marketing data effortlessly.

What types of tasks can I perform by integrating RD Station with Square?

Integrating RD Station with Square allows you to perform various tasks, including:

  • Add new Square customers as leads in RD Station.
  • Update RD Station contact information after each Square purchase.
  • Trigger RD Station marketing automations on Square transaction events.
  • Send personalized follow-up emails via RD Station after a Square sale.
  • Sync Square sales data with RD Station reports for insights.

What RD Station contact properties can Latenode update?

Latenode can update any standard or custom contact property in RD Station, enabling highly personalized automation workflows.

Are there any limitations to the RD Station and Square integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data synchronization may require custom configuration.
  • Complex data transformations may necessitate JavaScript coding.
  • High-volume transactions might impact execution time in rare cases.

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