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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.
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Create a New Scenario to Connect RD Station 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 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.
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.
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.
RD Station
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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 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.
Set Up the RD Station 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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RD Station
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring RD Station, 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 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.
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.
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.
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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 RD Station account to Square using Latenode?
To connect your RD Station account to Square on Latenode, follow these steps:
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:
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: