How to connect ReachInbox and Square
Create a New Scenario to Connect ReachInbox 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 ReachInbox, triggered by another scenario, or executed manually (for testing purposes). In most cases, ReachInbox or Square will be your first step. To do this, click "Choose an app," find ReachInbox or Square, and select the appropriate trigger to start the scenario.

Add the ReachInbox Node
Select the ReachInbox node from the app selection panel on the right.

ReachInbox
Configure the ReachInbox
Click on the ReachInbox node to configure it. You can modify the ReachInbox 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 ReachInbox 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 ReachInbox 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 ReachInbox 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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AI Anthropic Claude 3
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Square
Trigger on Webhook
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ReachInbox
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Webhook response

Save and Activate the Scenario
After configuring ReachInbox, 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 ReachInbox and Square integration works as expected. Depending on your setup, data should flow between ReachInbox 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 ReachInbox and Square
ReachInbox + Square + Slack: When a new customer is created in Square, their information is added as a lead in ReachInbox. Then, a celebratory message is sent to a designated Slack channel.
Square + Google Sheets + ReachInbox: Log Square sales in Google Sheets. Update customer info in ReachInbox for targeted campaigns based on purchase data.
ReachInbox and Square integration alternatives
About ReachInbox
ReachInbox + Latenode: Automate cold outreach & personalize follow-ups at scale. Trigger campaigns from new leads, scraped data, or CRM updates. Latenode manages complex logic (filtering, scheduling, AI content creation) while ReachInbox handles email sending. Optimize deliverability and engagement in automated workflows.
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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
FAQ ReachInbox and Square
How can I connect my ReachInbox account to Square using Latenode?
To connect your ReachInbox account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ReachInbox and click on "Connect".
- Authenticate your ReachInbox and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate payment reminders after new ReachInbox messages?
Yes, you can! Latenode's visual editor makes building this workflow easy. Automatically send Square payment requests upon receiving specific messages in ReachInbox, improving cash flow.
What types of tasks can I perform by integrating ReachInbox with Square?
Integrating ReachInbox with Square allows you to perform various tasks, including:
- Create Square customer profiles from new ReachInbox contact form submissions.
- Send personalized Square invoices based on ReachInbox conversation data.
- Log Square transactions as notes within ReachInbox contact profiles.
- Trigger ReachInbox follow-ups for Square transactions above a certain amount.
- Update Square customer details when information changes in ReachInbox.
How does Latenode handle ReachInbox’s message formatting options?
Latenode preserves ReachInbox formatting via its data mapping. You can utilize JavaScript blocks to tailor the message content.
Are there any limitations to the ReachInbox and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex ReachInbox message formatting may require custom JavaScript functions.
- Square's API rate limits apply to automated invoice creation and payment requests.
- Real-time synchronization depends on the polling interval configured within Latenode.