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How to connect Square and Apollo
Create a New Scenario to Connect Square and Apollo
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 Square, triggered by another scenario, or executed manually (for testing purposes). In most cases, Square or Apollo will be your first step. To do this, click "Choose an app," find Square or Apollo, and select the appropriate trigger to start the scenario.
Add the Square Node
Select the Square node from the app selection panel on the right.
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Add the Apollo Node
Next, click the plus (+) icon on the Square node, select Apollo from the list of available apps, and choose the action you need from the list of nodes within Apollo.
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Authenticate Apollo
Now, click the Apollo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Apollo settings. Authentication allows you to use Apollo through Latenode.
Configure the Square and Apollo 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 Square and Apollo 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 Square, Apollo, 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 Square and Apollo integration works as expected. Depending on your setup, data should flow between Square and Apollo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Square and Apollo
Square + Apollo + QuickBooks: When a new paid order is created in Square, the corresponding customer information is used to create or update a contact in Apollo. Then a new customer and invoice are created in QuickBooks to track the sale.
Apollo + Square + Slack: When a new contact is created in Apollo, create a customer in Square. Finally, send a message to a Slack channel notifying the sales team of the new customer.
Square and Apollo integration alternatives
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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About Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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See how Latenode works
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FAQ Square and Apollo
How can I connect my Square account to Apollo using Latenode?
To connect your Square account to Apollo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Square and click on "Connect".
- Authenticate your Square and Apollo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Apollo contacts after a Square purchase?
Yes, with Latenode you can! Automatically update Apollo after Square purchases. Latenode's visual editor and JavaScript blocks make custom data transformations simple and scalable.
What types of tasks can I perform by integrating Square with Apollo?
Integrating Square with Apollo allows you to perform various tasks, including:
- Create new Apollo contacts from Square customer data after a purchase.
- Update contact information in Apollo with Square transaction details.
- Trigger personalized email campaigns in Apollo based on Square purchase history.
- Segment Apollo contacts based on Square purchase frequency and value.
- Send thank-you messages via Apollo after a Square transaction is completed.
HowsecureistheSquareintegrationwithApollothroughLatenode?
Latenode uses secure authentication protocols and data encryption to protect your Square and Apollo data during integration and workflow execution.
Are there any limitations to the Square and Apollo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of Square and Apollo.
- Historical data migration from Square to Apollo might require a separate process.
