Square and ReachInbox Integration

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Automatically follow up on Square sales leads via ReachInbox. Latenode's visual editor makes it easy to customize messaging based on purchase history. Scale affordably with execution-based pricing.

Square + ReachInbox integration

Connect Square and ReachInbox in minutes with Latenode.

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Swap Apps

Square

ReachInbox

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Square and ReachInbox

Create a New Scenario to Connect Square and ReachInbox

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

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

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Authenticate ReachInbox

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

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Run node once

Configure the Square and ReachInbox 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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The action ID

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Run node once

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

Square + Google Sheets + ReachInbox: When a new transaction occurs in Square, the details are added to a Google Sheet. ReachInbox then sends a personalized follow-up message to the customer.

Square + ReachInbox + Slack: When a new transaction occurs in Square, ReachInbox is used to look up customer details, and then a notification is sent to a designated Slack channel.

Square and ReachInbox 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 ReachInbox

ReachInbox + Latenode: Automate cold outreach & personalize follow-ups at scale. Trigger campaigns from new leads, scraped data, or CRM updates. Latenode manages complex logic (filtering, scheduling, AI content creation) while ReachInbox handles email sending. Optimize deliverability and engagement in automated workflows.

See how Latenode works

FAQ Square and ReachInbox

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

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

Can I send ReachInbox messages for new Square transactions?

Yes, you can! Latenode lets you automate personalized ReachInbox messages for each new Square transaction, improving customer engagement with targeted promotions and tailored support.

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

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

  • Send a thank you message via ReachInbox after a Square purchase.
  • Create ReachInbox contact profiles from new Square customers.
  • Send targeted ReachInbox promotions based on Square purchase history.
  • Update ReachInbox contact details based on Square customer data.
  • Trigger ReachInbox support requests for large Square transactions.

How secure is connecting my Square data to Latenode?

Latenode uses secure authentication protocols and encryption to protect your Square and ReachInbox data, ensuring a safe automation experience.

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

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

  • Historical data transfer from Square to ReachInbox may require manual setup.
  • ReachInbox message limits are subject to your ReachInbox subscription plan.
  • Complex data transformations might require JavaScript coding within Latenode.

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