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How to connect Square and Paperform
Create a New Scenario to Connect Square and Paperform
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 Paperform will be your first step. To do this, click "Choose an app," find Square or Paperform, 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 Paperform Node
Next, click the plus (+) icon on the Square node, select Paperform from the list of available apps, and choose the action you need from the list of nodes within Paperform.
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Authenticate Paperform
Now, click the Paperform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Paperform settings. Authentication allows you to use Paperform through Latenode.
Configure the Square and Paperform 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 Paperform 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, Paperform, 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 Paperform integration works as expected. Depending on your setup, data should flow between Square and Paperform (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 Paperform
Paperform + Square + Google Sheets: When a new form submission is received in Paperform that includes a payment processed via Square, the submission data is added as a new row to a specified Google Sheet.
Paperform + Square + Slack: When a client successfully pays a Paperform invoice via Square, a notification message is sent to a designated Slack channel.
Square and Paperform 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 Paperform
Automate form data handling with Paperform and Latenode. Collect responses and trigger follow-up actions: add leads to your CRM, create tasks in project management tools, or generate personalized documents. Latenode lets you process Paperform submissions with flexible logic, AI, and direct API integrations to scale your workflows without code.
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See how Latenode works
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FAQ Square and Paperform
How can I connect my Square account to Paperform using Latenode?
To connect your Square account to Paperform 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 Paperform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Square customers from new Paperform submissions?
Yes, you can! Latenode's visual editor makes it easy to map Paperform data to Square, instantly creating customer profiles and streamlining your sales process, all without code.
What types of tasks can I perform by integrating Square with Paperform?
Integrating Square with Paperform allows you to perform various tasks, including:
- Automatically creating Square transactions when a Paperform is submitted.
- Updating customer details in Square based on Paperform responses.
- Sending customized payment links via Paperform using Square data.
- Generating invoices in Square whenever a new order is placed via Paperform.
- Tracking payment statuses from Square directly within Paperform submissions.
How secure is connecting Square to Latenode to automate Paperform submissions?
Latenode uses secure OAuth authentication. Sensitive Square data is never stored and access permissions are fully controlled by you.
Are there any limitations to the Square and Paperform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript blocks for advanced customization.
- Bulk data imports from Paperform to Square exceeding API limits may require optimization.
- Real-time synchronization depends on the API rate limits of both Square and Paperform.
