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How to connect Square and Basin
Create a New Scenario to Connect Square and Basin
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 Basin will be your first step. To do this, click "Choose an app," find Square or Basin, 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 Basin Node
Next, click the plus (+) icon on the Square node, select Basin from the list of available apps, and choose the action you need from the list of nodes within Basin.
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Authenticate Basin
Now, click the Basin node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Basin settings. Authentication allows you to use Basin through Latenode.
Configure the Square and Basin 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 Basin 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Square, Basin, 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 Basin integration works as expected. Depending on your setup, data should flow between Square and Basin (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 Basin
Square + Basin + Google Sheets: When a new event occurs in Square (e.g., a new sale), and a new submission is received in Basin, consolidate this data by adding a new row to a Google Sheet for comprehensive sales and feedback analysis.
Basin + Square + Slack: When a customer submits negative feedback via Basin, find the relevant customer data in Square and alert the store manager in Slack with the feedback details and customer information for prompt issue resolution.
Square and Basin 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 Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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See how Latenode works
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FAQ Square and Basin
How can I connect my Square account to Basin using Latenode?
To connect your Square account to Basin 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 Basin accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save Square sales data to Basin?
Yes, you can. Latenode’s visual builder simplifies this process, allowing you to log sales data for analysis or custom reporting, saving time and improving data accuracy.
What types of tasks can I perform by integrating Square with Basin?
Integrating Square with Basin allows you to perform various tasks, including:
- Capture Square transaction data and store it securely in Basin.
- Trigger automated email sequences in Basin based on Square purchases.
- Generate daily sales reports from Square using data stored in Basin.
- Synchronize customer data between Square and Basin for marketing.
- Create custom dashboards in Basin displaying Square sales performance.
How secure is connecting Square to Basin through Latenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Square and Basin data during integration and workflow execution.
Are there any limitations to the Square and Basin integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by the Square and Basin APIs may affect workflow speed.
- Complex data transformations might require custom JavaScript code.
- Historical data import from Square to Basin may require batch processing.
