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How to connect Square and Notion
Create a New Scenario to Connect Square and Notion
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 Notion will be your first step. To do this, click "Choose an app," find Square or Notion, 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 Notion Node
Next, click the plus (+) icon on the Square node, select Notion from the list of available apps, and choose the action you need from the list of nodes within Notion.
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Authenticate Notion
Now, click the Notion node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Notion settings. Authentication allows you to use Notion through Latenode.
Configure the Square and Notion 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 Notion 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, Notion, 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 Notion integration works as expected. Depending on your setup, data should flow between Square and Notion (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 Notion
Square + Notion + Slack: When a new paid order is created in Square, update a Notion database with the sales information and notify the sales team in a Slack channel.
Notion + Square + Google Sheets: When a new customer order is created as a page in a Notion database, create a corresponding paid order in Square and record the transaction details in a Google Sheet.
Square and Notion 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 Notion
Sync Notion databases with other apps via Latenode. Update records automatically based on triggers from your CRM, calendar, or payment systems. Create custom workflows to manage content, tasks, and project data. Automate updates across multiple platforms for streamlined processes and consistent information.
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See how Latenode works
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FAQ Square and Notion
How can I connect my Square account to Notion using Latenode?
To connect your Square account to Notion 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 Notion accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log Square sales in a Notion database?
Yes! Latenode makes it easy to log sales. Triggered by new Square transactions, workflows update Notion databases, creating valuable reports. Leverage no-code blocks or JavaScript for custom logic.
What types of tasks can I perform by integrating Square with Notion?
Integrating Square with Notion allows you to perform various tasks, including:
- Create new Notion database entries for each Square transaction.
- Update inventory in Notion based on Square sales data.
- Generate daily sales reports in Notion from Square data.
- Track customer information from Square in a Notion CRM.
- Send automated thank-you notes via Notion upon Square purchase.
HowcanIsecurelyaccessSquaredataanduseitwithNotiononLatenode?
Latenode provides secure connections for both Square and Notion, protecting your data with encryption. Access keys are securely stored and managed within the platform.
Are there any limitations to the Square and Notion integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the update frequency of Square's API.
- Large-scale data migrations might require optimization for efficient processing.
