Square and Circle Integration

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Automatically enroll new Square customers into your Circle community. Latenode simplifies this by visually connecting apps, and its affordable pricing means scaling your automation is budget-friendly. Now every customer gets personalized engagement.

Square + Circle integration

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Swap Apps

Square

Circle

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Square and Circle

Create a New Scenario to Connect Square and Circle

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 Circle will be your first step. To do this, click "Choose an app," find Square or Circle, 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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Configure the Square

Click on the Square node to configure it. You can modify the Square URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Square

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Connect Square

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Run node once

Add the Circle Node

Next, click the plus (+) icon on the Square node, select Circle from the list of available apps, and choose the action you need from the list of nodes within Circle.

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Authenticate Circle

Now, click the Circle node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Circle settings. Authentication allows you to use Circle through Latenode.

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Run node once

Configure the Square and Circle Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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The action ID

Run node once

Set Up the Square and Circle 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, Circle, 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 Circle integration works as expected. Depending on your setup, data should flow between Square and Circle (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 Circle

Square + Circle + Slack: When a new paid order is created in Square, find the customer in Circle and update their member data. Then, send a Slack message to a specified channel to notify team members about the updated customer information.

Circle + Square + Airtable: When a new member joins a Circle community, add them as a customer in Square and record their information in Airtable for analysis and tracking.

Square and Circle 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.

About Circle

Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.

See how Latenode works

FAQ Square and Circle

How can I connect my Square account to Circle using Latenode?

To connect your Square account to Circle 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 Circle accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate customer onboarding after a Square purchase?

Yes! Latenode lets you instantly enroll new Square customers into Circle courses, triggered by purchases. Use our no-code blocks, JavaScript or AI for total automation.

What types of tasks can I perform by integrating Square with Circle?

Integrating Square with Circle allows you to perform various tasks, including:

  • Automatically enrolling new Square customers into relevant Circle communities.
  • Sending personalized welcome messages in Circle after a Square transaction.
  • Updating customer profiles in Circle based on Square purchase history.
  • Triggering Circle events based on Square payment milestones.
  • Creating detailed reports combining Square sales data with Circle engagement metrics.

How secure is connecting my Square account through Latenode?

Latenode uses industry-standard security protocols to protect your data. We employ encryption and secure authentication methods.

Are there any limitations to the Square and Circle integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical Square data prior to integration setup is not automatically synced to Circle.
  • Complex data transformations might require custom JavaScript code.
  • Rate limits imposed by Square and Circle APIs may affect high-volume workflows.

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