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How to connect Square and Process Street
Create a New Scenario to Connect Square and Process Street
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 Process Street will be your first step. To do this, click "Choose an app," find Square or Process Street, 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 Process Street Node
Next, click the plus (+) icon on the Square node, select Process Street from the list of available apps, and choose the action you need from the list of nodes within Process Street.
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Authenticate Process Street
Now, click the Process Street node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Process Street settings. Authentication allows you to use Process Street through Latenode.
Configure the Square and Process Street 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 Process Street 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, Process Street, 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 Process Street integration works as expected. Depending on your setup, data should flow between Square and Process Street (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 Process Street
Square + Process Street + Slack: When a new payment is received in Square, a client onboarding workflow run is initiated in Process Street. The team is then notified in Slack about the new client onboarding.
Process Street + Square + QuickBooks: When a procedure is completed in Process Street, an invoice is created in Square. This invoice is then recorded as a transaction in QuickBooks.
Square and Process Street 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 Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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See how Latenode works
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FAQ Square and Process Street
How can I connect my Square account to Process Street using Latenode?
To connect your Square account to Process Street 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 Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate client onboarding after a Square purchase?
Yes, you can! Latenode lets you trigger Process Street checklists automatically upon Square sales. This ensures consistent onboarding and saves time with zero-code.
What types of tasks can I perform by integrating Square with Process Street?
Integrating Square with Process Street allows you to perform various tasks, including:
- Automatically creating a Process Street checklist for each new Square transaction.
- Updating client details in Process Street when a new Square customer is added.
- Generating reports in Process Street based on Square sales data.
- Triggering a task in Process Street if a Square payment fails.
- Sending customized welcome emails via Process Street after Square purchase.
How secure is connecting Square to Process Street on Latenode?
Latenode uses secure OAuth connections, ensuring your Square and Process Street data remains protected and access is authorized.
Are there any limitations to the Square and Process Street 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 data syncing depends on the Square and Process Street API limits.
- Very large data volumes may require optimized workflow design.
