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How to connect Square and Contacts+
Create a New Scenario to Connect Square and Contacts+
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 Contacts+ will be your first step. To do this, click "Choose an app," find Square or Contacts+, 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 Contacts+ Node
Next, click the plus (+) icon on the Square node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Square and Contacts+ 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 Contacts+ 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, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between Square and Contacts+ (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 Contacts+
Square + Contacts+ + Mailchimp: When a new customer is created in Square, their contact information is added to Contacts+, and then they are subscribed to a specific Mailchimp audience.
Contacts+ + Square + Google Sheets: When a new contact is created in Contacts+ or a new transaction occurs in Square, the details are logged into a Google Sheet for reporting and tracking purposes.
Square and Contacts+ 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 Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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See how Latenode works
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FAQ Square and Contacts+
How can I connect my Square account to Contacts+ using Latenode?
To connect your Square account to Contacts+ 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 Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Contacts+ with new Square customer data?
Yes, you can! Latenode allows you to automatically sync new Square customer info to Contacts+, ensuring your contact lists are always up-to-date. Save time and improve data accuracy with automated workflows.
What types of tasks can I perform by integrating Square with Contacts+?
Integrating Square with Contacts+ allows you to perform various tasks, including:
- Automatically add new Square customers to your Contacts+ list.
- Update contact details in Contacts+ based on Square transaction data.
- Segment Contacts+ lists based on Square purchase history.
- Trigger personalized follow-ups in Contacts+ after a Square transaction.
- Enrich contact profiles in Contacts+ with Square payment information.
HowsecureisthedatabetweenSquareandContacts+inLatenode?
Latenode uses secure, encrypted connections and adheres to industry best practices to protect your data during Square and Contacts+ integrations. Data privacy is a priority.
Are there any limitations to the Square and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical Square data prior to integration may not be automatically synced.
- Custom fields in Contacts+ require mapping during workflow setup.
- Rate limits on the Square and Contacts+ APIs may affect high-volume data sync.
