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How to connect Square and Kommo
Create a New Scenario to Connect Square and Kommo
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 Kommo will be your first step. To do this, click "Choose an app," find Square or Kommo, 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 Kommo Node
Next, click the plus (+) icon on the Square node, select Kommo from the list of available apps, and choose the action you need from the list of nodes within Kommo.
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Authenticate Kommo
Now, click the Kommo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Kommo settings. Authentication allows you to use Kommo through Latenode.
Configure the Square and Kommo 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 Kommo 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, Kommo, 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 Kommo integration works as expected. Depending on your setup, data should flow between Square and Kommo (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 Kommo
Square + Kommo + QuickBooks: When a new order is created in Square, the customer's information is updated or created in Kommo. Then, the sales data is sent to QuickBooks to create an invoice for accounting purposes.
Kommo + Square + Mailchimp: When a new deal is created in Kommo, search for the customer's purchase history in Square. Based on that history, add the subscriber to a tag in Mailchimp to trigger targeted email campaigns.
Square and Kommo 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 Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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See how Latenode works
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FAQ Square and Kommo
How can I connect my Square account to Kommo using Latenode?
To connect your Square account to Kommo 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 Kommo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Kommo deals from Square payments?
Yes, you can! Latenode's visual editor makes it easy to trigger deal updates in Kommo based on successful Square transactions, ensuring accurate sales data and reporting.
What types of tasks can I perform by integrating Square with Kommo?
Integrating Square with Kommo allows you to perform various tasks, including:
- Create a new Kommo contact from a Square transaction.
- Update a Kommo deal stage when a Square payment is received.
- Send invoices from Square based on Kommo deal information.
- Log Square payments as activities in Kommo.
- Generate sales reports combining Square and Kommo data.
What Square data can I access within Latenode workflows?
You can access transaction details, customer information, product catalogs, and inventory data from Square to use in your automated workflows.
Are there any limitations to the Square and Kommo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom scripting.
- Complex data transformations may require JavaScript knowledge.
- Integration relies on the Square and Kommo API availability.
