Square and Omnisend Integration

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Automatically add new Square customers to Omnisend for targeted marketing. Latenode simplifies segmentation with visual logic and JavaScript, plus scales affordably based on execution time.

Square + Omnisend integration

Connect Square and Omnisend in minutes with Latenode.

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Automate your workflow

Swap Apps

Square

Omnisend

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Square and Omnisend

Create a New Scenario to Connect Square and Omnisend

In the workspace, click the β€œCreate 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 Omnisend will be your first step. To do this, click "Choose an app," find Square or Omnisend, 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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Square

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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Connect Square

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Run node once

Add the Omnisend Node

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

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Authenticate Omnisend

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

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Run node once

Configure the Square and Omnisend 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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Omnisend Oauth 2.0

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The action ID

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Run node once

Set Up the Square and Omnisend 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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Save and Activate the Scenario

After configuring Square, Omnisend, 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 β€œRun once” and triggering an event to check if the Square and Omnisend integration works as expected. Depending on your setup, data should flow between Square and Omnisend (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 Omnisend

Square + Shopify + Omnisend: When a new order is created in Shopify, the customer details are retrieved from Square. A custom event is then triggered in Omnisend based on the purchased products.

Omnisend + Square + Google Sheets: When a customer event is triggered in Omnisend, find corresponding customer data in Square, and record the event and customer data in a Google Sheet.

Square and Omnisend 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 Omnisend

Use Omnisend in Latenode to automate email & SMS marketing based on real-time data. Connect e-commerce platforms and CRMs, then trigger personalized campaigns. Stop overspending on rigid marketing tools. Latenode's visual editor and flexible logic create scalable automation at a fraction of the cost.

See how Latenode works

FAQ Square and Omnisend

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

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

Can I trigger Omnisend emails on new Square transactions?

Yes, you can! Latenode's visual editor makes it easy to trigger personalized Omnisend emails when new transactions occur in Square, boosting customer engagement and driving repeat business.

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

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

  • Automatically adding new Square customers to your Omnisend contact list.
  • Sending targeted email campaigns based on Square purchase history.
  • Triggering SMS messages for Square order confirmations.
  • Updating customer segments in Omnisend based on Square transaction data.
  • Creating personalized thank-you emails after Square purchases.

What Square data can I access within Latenode workflows?

You can access transaction details, customer data, product information, and other key Square data points to build powerful, data-driven automations.

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

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

  • Historical data migration from Square to Omnisend may require custom solutions.
  • Complex data transformations might necessitate JavaScript code blocks.
  • Rate limits apply based on your Square and Omnisend subscription tiers.

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