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How to connect Square and Mautic
Create a New Scenario to Connect Square and Mautic
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 Mautic will be your first step. To do this, click "Choose an app," find Square or Mautic, 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 Mautic Node
Next, click the plus (+) icon on the Square node, select Mautic from the list of available apps, and choose the action you need from the list of nodes within Mautic.
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Authenticate Mautic
Now, click the Mautic node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Mautic settings. Authentication allows you to use Mautic through Latenode.
Configure the Square and Mautic 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 Mautic 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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Mautic
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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring Square, Mautic, 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 Mautic integration works as expected. Depending on your setup, data should flow between Square and Mautic (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 Mautic
Square + Mautic + Google Sheets: When a new paid order is created in Square, the customer's contact information is updated in Mautic. The transaction details are then added as a new row in Google Sheets for record-keeping and sales analysis.
Mautic + Square + Slack: When a new contact is created in Mautic and that contact makes a purchase recorded in Square, a notification is sent to a designated Slack channel informing the team of a new lead converting into a customer.
Square and Mautic 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 Mautic
Automate marketing with Mautic in Latenode. Sync contacts, track campaigns, and trigger actions based on customer behavior. Integrate Mautic with other apps for a 360° view of your customers. Use Latenode's visual editor and code blocks to build custom workflows that adapt to your business needs without complex coding or expensive add-ons.
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See how Latenode works
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FAQ Square and Mautic
How can I connect my Square account to Mautic using Latenode?
To connect your Square account to Mautic 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 Mautic accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Square customers to Mautic?
Yes, you can! Latenode's visual editor makes it simple to sync Square customer data to Mautic for targeted marketing. Benefit from enriched customer profiles for personalized campaigns.
What types of tasks can I perform by integrating Square with Mautic?
Integrating Square with Mautic allows you to perform various tasks, including:
- Add new Square customers as contacts in Mautic.
- Update contact details in Mautic based on Square transactions.
- Trigger Mautic campaigns based on Square purchase history.
- Segment Mautic contacts based on Square order frequency.
- Send personalized emails via Mautic after Square purchases.
Can I use JavaScript to transform Square data before sending it to Mautic?
Yes! Latenode allows you to use JavaScript code blocks to format and manipulate Square data before it enters Mautic, enabling complex data transformations.
Are there any limitations to the Square and Mautic integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization may be subject to Square's API rate limits.
- Complex data mappings may require JavaScript knowledge.
- Historical data migration might need custom scripting.
