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How to connect Square and ClickSend
Create a New Scenario to Connect Square and ClickSend
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 ClickSend will be your first step. To do this, click "Choose an app," find Square or ClickSend, 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 ClickSend Node
Next, click the plus (+) icon on the Square node, select ClickSend from the list of available apps, and choose the action you need from the list of nodes within ClickSend.
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Authenticate ClickSend
Now, click the ClickSend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ClickSend settings. Authentication allows you to use ClickSend through Latenode.
Configure the Square and ClickSend 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 ClickSend 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, ClickSend, 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 ClickSend integration works as expected. Depending on your setup, data should flow between Square and ClickSend (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 ClickSend
Square + ClickSend + Google Sheets: When a new paid order is created in Square, send an SMS receipt to the customer via ClickSend and log the transaction details in a Google Sheet.
ClickSend + Square + Zendesk: When a new SMS is received in ClickSend, search for the customer in Square. If the SMS contains negative keywords, create a Zendesk ticket linked to the Square customer.
Square and ClickSend 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 ClickSend
Use ClickSend in Latenode to automate SMS, email, or voice messaging. Build workflows that trigger messages based on events in your other apps. Improve customer engagement by automating personalized notifications. Latenode’s visual editor simplifies integration and scales your outreach without extra code or per-step costs.
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See how Latenode works
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FAQ Square and ClickSend
How can I connect my Square account to ClickSend using Latenode?
To connect your Square account to ClickSend 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 ClickSend accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send SMS confirmations for Square purchases?
Yes! Latenode's visual editor makes it easy to trigger SMS messages via ClickSend for every Square transaction, improving customer communication automatically.
What types of tasks can I perform by integrating Square with ClickSend?
Integrating Square with ClickSend allows you to perform various tasks, including:
- Send SMS alerts for new Square transactions above a certain amount.
- Create ClickSend contacts from new Square customer data.
- Send thank you SMS messages after a Square purchase.
- Dispatch personalized discount codes via ClickSend for repeat Square customers.
- Log Square transaction data to a ClickSend SMS history.
What Square data can Latenode access and use in automations?
Latenode can access transaction details, customer data, and payment information within Square, enabling you to create custom automated workflows.
Are there any limitations to the Square and ClickSend 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 ClickSend.
- Historical data migration requires manual configuration.
