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How to connect Square and Calendly
Create a New Scenario to Connect Square and Calendly
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 Calendly will be your first step. To do this, click "Choose an app," find Square or Calendly, 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 Calendly Node
Next, click the plus (+) icon on the Square node, select Calendly from the list of available apps, and choose the action you need from the list of nodes within Calendly.
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Authenticate Calendly
Now, click the Calendly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Calendly settings. Authentication allows you to use Calendly through Latenode.
Configure the Square and Calendly 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 Calendly 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, Calendly, 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 Calendly integration works as expected. Depending on your setup, data should flow between Square and Calendly (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 Calendly
Calendly + Square + Google Sheets: When a new invitee is created in Calendly, check if a payment was created in Square for the same user, and then add the information of the event and payment to a Google Sheet for reporting.
Calendly + Square + Zoom: Upon new Calendly invitee creation, create a corresponding Zoom meeting and a Square invoice for payment. The Zoom meeting details are sent to the invitee.
Square and Calendly 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 Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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See how Latenode works
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FAQ Square and Calendly
How can I connect my Square account to Calendly using Latenode?
To connect your Square account to Calendly 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 Calendly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Square invoices after Calendly bookings?
Yes, you can! Latenode allows seamless automation, instantly generating invoices in Square upon Calendly booking confirmation. This eliminates manual work and ensures timely billing.
What types of tasks can I perform by integrating Square with Calendly?
Integrating Square with Calendly allows you to perform various tasks, including:
- Automatically creating Square customer profiles from Calendly invitee details.
- Sending payment reminders via Calendly based on Square invoice statuses.
- Generating personalized thank you notes after successful Square payments.
- Tracking revenue generated from specific Calendly appointment types.
- Updating Calendly booking statuses based on Square payment confirmations.
Can I use Javascript functions to transform data between Square and Calendly?
Yes! Latenode offers built-in Javascript blocks, allowing you to manipulate data between Square and Calendly for custom workflows.
Are there any limitations to the Square and Calendly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced Javascript knowledge.
- Real-time synchronization depends on the API rate limits of both Square and Calendly.
- Custom error handling requires manual configuration within Latenode.
