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Automatically enrich Ocean.io lead data with purchase history from Square using Latenodeβs visual editor. Scale lead qualification by combining no-code blocks with custom JavaScript functions, and save with execution-based pricing.
Connect Square and Ocean.io in minutes with Latenode.
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In the workspace, click the βCreate New Scenarioβ button.

Add the first node β 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 Ocean.io will be your first step. To do this, click "Choose an app," find Square or Ocean.io, and select the appropriate trigger to start the scenario.

Select the Square node from the app selection panel on the right.

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

Square
β
Ocean.io
Now, click the Ocean.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ocean.io settings. Authentication allows you to use Ocean.io through Latenode.
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Use various Latenode nodes to transform data and enhance your integration:

JavaScript
β
AI Anthropic Claude 3
β
Ocean.io
Trigger on Webhook
β
Square
β
β
Iterator
β
Webhook response
After configuring Square, Ocean.io, and any additional nodes, donβt 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.
Run the scenario by clicking βRun onceβ and triggering an event to check if the Square and Ocean.io integration works as expected. Depending on your setup, data should flow between Square and Ocean.io (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Square + Ocean.io + HubSpot: When a new payment is received via Square, find the corresponding lead in Ocean.io using the customer's email. Then, update the contact's information in HubSpot with details from the Ocean.io lead enrichment data.
Ocean.io + Square + Slack: When Ocean.io identifies a potential client through lead enrichment and a corresponding purchase is made via Square, a notification is sent to the sales team in a designated Slack channel to alert them of the new potential client and purchase.
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 Ocean.io
Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.
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How can I connect my Square account to Ocean.io using Latenode?
To connect your Square account to Ocean.io on Latenode, follow these steps:
Can I update customer data in Ocean.io after a Square transaction?
Yes, you can! Latenode's flexible workflows let you automatically update Ocean.io with Square transaction details. This helps personalize customer engagement and improve targeting.
What types of tasks can I perform by integrating Square with Ocean.io?
Integrating Square with Ocean.io allows you to perform various tasks, including:
How secure is my Square data when using Latenode?
Latenode employs robust security measures, including encryption and access controls, to protect your Square data during integration and workflow execution.
Are there any limitations to the Square and Ocean.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: