Square and ConvertAPI Integration

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Automatically convert Square sales reports into shareable PDFs using ConvertAPI. Latenode's visual editor simplifies building this workflow and scales affordably, letting you focus on insights, not busywork. Further customize the integration using JavaScript.

Square + ConvertAPI integration

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Square

ConvertAPI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Square and ConvertAPI

Create a New Scenario to Connect Square and ConvertAPI

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ 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 ConvertAPI will be your first step. To do this, click "Choose an app," find Square or ConvertAPI, 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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Add the ConvertAPI Node

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

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Authenticate ConvertAPI

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

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Configure the Square and ConvertAPI 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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Set Up the Square and ConvertAPI 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 donโ€™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, ConvertAPI, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the Square and ConvertAPI integration works as expected. Depending on your setup, data should flow between Square and ConvertAPI (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 ConvertAPI

Square + ConvertAPI + Google Sheets: When a new payment is received in Square, convert the payment details to a PDF using ConvertAPI, and then save the PDF and transaction information to a new row in Google Sheets.

ConvertAPI + Square + Slack: When ConvertAPI finishes converting a document, check if it's related to a Square transaction using the filename. If a matching transaction is found in Square, send a message to a Slack channel with details about the transaction and the converted document.

Square and ConvertAPI 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 ConvertAPI

Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.

See how Latenode works

FAQ Square and ConvertAPI

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

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

Can I automatically generate invoices from Square sales data?

Yes, you can! Latenode lets you create workflows to trigger ConvertAPI, generating customized PDF invoices directly from new Square transactions. Save time and ensure professional billing.

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

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

  • Convert Square sales data into detailed reports.
  • Generate branded PDF receipts after each purchase.
  • Automatically archive Square data into secure PDF files.
  • Create custom financial dashboards from Square data.
  • Prepare Square data for accounting or tax reporting.

HowsecureistheSquareintegrationonLatenode?

Latenode employs robust security measures, including encrypted connections and secure authentication, ensuring the safe transfer of your Square data.

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

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

  • Complex document conversions may require advanced ConvertAPI configurations.
  • High volumes of Square transactions might impact workflow execution speed.
  • Custom Square data fields may require specific mapping within Latenode.

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