Square and Qwilr Integration

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Automatically generate Qwilr proposals from Square sales data, updating deal stages based on payment status. With Latenode, customize data flows using JavaScript and scale affordably, paying only for execution time.

Square + Qwilr integration

Connect Square and Qwilr in minutes with Latenode.

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Automate your workflow

Swap Apps

Square

Qwilr

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Square and Qwilr

Create a New Scenario to Connect Square and Qwilr

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 Qwilr will be your first step. To do this, click "Choose an app," find Square or Qwilr, 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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Square

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Sign In

Run node once

Add the Qwilr Node

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

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Qwilr

Authenticate Qwilr

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

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Connect Qwilr

Sign In

Run node once

Configure the Square and Qwilr 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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Qwilr Oauth 2.0

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The action ID

Run node once

Set Up the Square and Qwilr 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, Qwilr, 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 Qwilr integration works as expected. Depending on your setup, data should flow between Square and Qwilr (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 Qwilr

Square + Qwilr + Slack: When a new payment is recorded in Square, the flow finds the associated customer and sends a thank you message in Slack, referencing the Qwilr proposal linked to that customer.

Qwilr + Square + QuickBooks: When a Qwilr proposal is accepted, create an invoice in Square. When the Square invoice is paid, create a payment record in QuickBooks.

Square and Qwilr 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 Qwilr

Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.

See how Latenode works

FAQ Square and Qwilr

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

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

Can I automate invoice creation after Square payments?

Yes! Latenode lets you trigger Qwilr invoice creation automatically upon successful Square transactions. This eliminates manual entry and ensures prompt billing, leveraging no-code and AI-powered logic.

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

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

  • Automatically generate Qwilr proposals upon successful Square payments.
  • Update Qwilr project statuses based on Square transaction information.
  • Create personalized Qwilr invoices using Square customer data.
  • Send payment reminders via Qwilr based on Square payment schedules.
  • Log Square payment details into a Qwilr project's activity feed.

HowsecureistheSquareintegrationonLatenodewithsensitivepaymentdata?

Latenode uses secure OAuth authentication. Payment data is handled directly between Square and your customer, ensuring PCI compliance and data protection.

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

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

  • Complex data transformations might require JavaScript coding.
  • Real-time synchronization depends on the API rate limits of both Square and Qwilr.
  • Some advanced Qwilr template customizations may not be directly accessible.

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