Square and Signnow Integration

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Automatically generate contracts in Signnow upon successful Square payments, using Latenode’s visual editor to tailor agreements with payment data. Scale with affordable execution-based pricing and enhance logic using JavaScript.

Square + Signnow integration

Connect Square and Signnow in minutes with Latenode.

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Automate your workflow

Swap Apps

Square

Signnow

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Square and Signnow

Create a New Scenario to Connect Square and Signnow

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

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

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Authenticate Signnow

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

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Connect Signnow

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Run node once

Configure the Square and Signnow 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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Signnow Oauth 2.0

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The action ID

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Run node once

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

Signnow + Square + Google Sheets: When a document is signed in Signnow, and a corresponding payment is received in Square, the details of the signed contract and payment are recorded in a Google Sheet for tracking purposes.

Signnow + Square + Slack: Get a Slack notification when a document is signed in Signnow and payment is received in Square. Configure notification to include document and payment details.

Square and Signnow 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 Signnow

Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.

See how Latenode works

FAQ Square and Signnow

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

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

Can I automatically send contracts after a Square transaction?

Yes! Latenode's visual editor makes it easy to trigger a Signnow contract send upon successful Square payments. Automate contract delivery & reduce manual steps.

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

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

  • Automatically send contracts when a new Square payment is received.
  • Update contract status in Signnow based on Square transaction outcomes.
  • Create new Signnow templates based on Square customer data.
  • Trigger Square refunds when a contract is rejected in Signnow.
  • Collect customer signatures on payment agreements via automated workflows.

HowsecureismySquaredatawhenusingLatenodeforintegrations?

Latenode employs robust security measures, including encryption and secure authentication, ensuring your Square data is protected throughout the integration process.

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

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

  • Complex conditional logic in Signnow might require custom JavaScript.
  • High volumes of transactions could impact workflow execution time.
  • Certain advanced Square reporting features may not be directly accessible.

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