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How to connect Square and SmartSuite
Create a New Scenario to Connect Square and SmartSuite
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 SmartSuite will be your first step. To do this, click "Choose an app," find Square or SmartSuite, 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 SmartSuite Node
Next, click the plus (+) icon on the Square node, select SmartSuite from the list of available apps, and choose the action you need from the list of nodes within SmartSuite.
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Authenticate SmartSuite
Now, click the SmartSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SmartSuite settings. Authentication allows you to use SmartSuite through Latenode.
Configure the Square and SmartSuite 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 SmartSuite 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, SmartSuite, 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 SmartSuite integration works as expected. Depending on your setup, data should flow between Square and SmartSuite (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 SmartSuite
Square + SmartSuite + Slack: When a new paid order is created in Square, the inventory in SmartSuite is updated, and a notification is sent to a Slack channel to alert the sales team.
SmartSuite + Square + QuickBooks: When a record is updated in SmartSuite, the corresponding Square transaction is found and updated, and then the QuickBooks accounting records are updated to reflect the changes.
Square and SmartSuite 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 SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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See how Latenode works
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FAQ Square and SmartSuite
How can I connect my Square account to SmartSuite using Latenode?
To connect your Square account to SmartSuite 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 SmartSuite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track Square sales in SmartSuite automatically?
Yes! Latenode offers real-time data sync, ensuring your SmartSuite records are always updated with Square sales, providing up-to-the-minute insights, and eliminating manual data entry.
What types of tasks can I perform by integrating Square with SmartSuite?
Integrating Square with SmartSuite allows you to perform various tasks, including:
- Automatically creating new SmartSuite records for each Square transaction.
- Updating inventory levels in SmartSuite based on Square sales.
- Generating reports in SmartSuite using Square payment data.
- Triggering email notifications from SmartSuite for large Square orders.
- Managing customer data in SmartSuite synchronized with Square profiles.
Can I use JavaScript to customize my Square and SmartSuite automations?
Yes, Latenode allows for advanced customization using JavaScript code blocks, enabling you to tailor your Square and SmartSuite workflows beyond standard options.
Are there any limitations to the Square and SmartSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Square to SmartSuite may require custom scripting.
- Complex data transformations may necessitate JavaScript knowledge.
- The integration relies on the Square and SmartSuite API availability.
