GDPR Ready
View report
SOC2 Ready
View report
[email protected]
Discord
LinkedIn
Facebook
Instagram
Youtube
.svg){kind=icon}
Reddit
How to connect Square and Sendgrid
Create a New Scenario to Connect Square and Sendgrid
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 Sendgrid will be your first step. To do this, click "Choose an app," find Square or Sendgrid, 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.
+
1
Square
Add the Sendgrid Node
Next, click the plus (+) icon on the Square node, select Sendgrid from the list of available apps, and choose the action you need from the list of nodes within Sendgrid.
1
Square
⚙
+
2
Sendgrid
Authenticate Sendgrid
Now, click the Sendgrid node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Sendgrid settings. Authentication allows you to use Sendgrid through Latenode.
Configure the Square and Sendgrid 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 Sendgrid 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Sendgrid
1
Trigger on Webhook
⚙
2
Square
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Square, Sendgrid, 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 Sendgrid integration works as expected. Depending on your setup, data should flow between Square and Sendgrid (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 Sendgrid
Square + Google Sheets + Sendgrid: When a new event (sale) occurs in Square, the transaction details are added to a Google Sheet. Then, a thank you email is sent to the customer via Sendgrid.
Square + Sendgrid + Slack: When a customer makes a purchase via Square, a welcome email is sent via Sendgrid. Simultaneously, a notification is sent to a designated Slack channel.
Square and Sendgrid 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.
Similar apps
Related categories
About Sendgrid
Use Sendgrid in Latenode to automate email sending within larger workflows. Trigger emails based on events in other apps, personalize content with data transformations, and track results. Latenode simplifies complex email automations without code and scales affordably, letting you focus on strategy, not limits.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Square and Sendgrid
How can I connect my Square account to Sendgrid using Latenode?
To connect your Square account to Sendgrid 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 Sendgrid accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send a thank you email after a Square purchase?
Yes, you can! Latenode's visual builder simplifies this. Trigger emails in Sendgrid automatically after each Square transaction, improving customer engagement instantly.
What types of tasks can I perform by integrating Square with Sendgrid?
Integrating Square with Sendgrid allows you to perform various tasks, including:
- Send personalized email receipts for Square transactions.
- Add new Square customers to a Sendgrid mailing list.
- Trigger email marketing campaigns based on Square purchase history.
- Send SMS notifications for Square order updates via Sendgrid.
- Automatically resolve Square support tickets based on Sendgrid email data.
Can I filter Square transactions by amount before sending emails?
Yes! Latenode allows filtering Square transactions based on amount, enabling precise email triggers using advanced logic and JavaScript blocks.
Are there any limitations to the Square and Sendgrid integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Square and Sendgrid may affect high-volume workflows.
- Complex data transformations might require custom JavaScript code.
- Historical data migration between Square and Sendgrid is not directly supported.
