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How to connect Square and Teachable
Create a New Scenario to Connect Square and Teachable
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 Teachable will be your first step. To do this, click "Choose an app," find Square or Teachable, 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 Teachable Node
Next, click the plus (+) icon on the Square node, select Teachable from the list of available apps, and choose the action you need from the list of nodes within Teachable.
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Authenticate Teachable
Now, click the Teachable node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Teachable settings. Authentication allows you to use Teachable through Latenode.
Configure the Square and Teachable 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 Teachable 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, Teachable, 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 Teachable integration works as expected. Depending on your setup, data should flow between Square and Teachable (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 Teachable
Square + Mailchimp: When a new customer is created in Square, they are automatically added to a specific Mailchimp list for course-related promotions.
Teachable + Square + Slack: When a new Teachable student makes a purchase via Square, a notification is sent to instructors in Slack with details about the student and the course.
Square and Teachable 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 Teachable
Automate Teachable course management in Latenode. Enroll students, track progress, and send targeted communications based on course activity. Integrate with CRMs or marketing platforms for personalized learning paths. Use Latenode’s visual editor and flexible nodes for streamlined student lifecycle automation.
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See how Latenode works
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FAQ Square and Teachable
How can I connect my Square account to Teachable using Latenode?
To connect your Square account to Teachable 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 Teachable accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enroll Teachable students upon Square purchase?
Yes, with Latenode! Automatically enroll students in Teachable courses immediately after they purchase via Square. Latenode’s advanced logic ensures seamless and immediate access, boosting student satisfaction.
What types of tasks can I perform by integrating Square with Teachable?
Integrating Square with Teachable allows you to perform various tasks, including:
- Automatically enrolling students in courses after a successful Square payment.
- Creating Square customer records for new Teachable students.
- Updating student profiles in Teachable based on Square purchase history.
- Sending automated welcome emails after purchase via Square using AI.
- Generating sales reports combining Square payment data with Teachable enrollments.
How secure is my Square data when using Latenode?
Latenode employs industry-standard security measures to protect your Square data, including encryption and secure authentication protocols.
Are there any limitations to the Square and Teachable integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API request limits of Square and Teachable.
- Advanced customization may require JavaScript knowledge for complex data transformations.
- Historical data migration between Square and Teachable is not supported out-of-the-box.
