Square and tl;dv Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Automatically save tl;dv meeting summaries to Square as customer interaction logs. Latenode's visual editor makes customizing the data transfer effortless, while affordable execution-based pricing helps keep costs low as you scale.

Square + tl;dv integration

Connect Square and tl;dv in minutes with Latenode.

Start for free

Automate your workflow

Swap Apps

Square

tl;dv

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Square and tl;dv

Create a New Scenario to Connect Square and tl;dv

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 tl;dv will be your first step. To do this, click "Choose an app," find Square or tl;dv, 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

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.

+
1

Square

Node type

#1 Square

/

Name

Untitled

Connection *

Select

Map

Connect Square

Sign In
⏡

Run node once

Add the tl;dv Node

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

1

Square

βš™

+
2

tl;dv

Authenticate tl;dv

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

1

Square

βš™

+
2

tl;dv

Node type

#2 tl;dv

/

Name

Untitled

Connection *

Select

Map

Connect tl;dv

Sign In
⏡

Run node once

Configure the Square and tl;dv Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

1

Square

βš™

+
2

tl;dv

Node type

#2 tl;dv

/

Name

Untitled

Connection *

Select

Map

Connect tl;dv

tl;dv Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

⏡

Run node once

Set Up the Square and tl;dv 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

βš™

6

AI Anthropic Claude 3

βš™

+
7

tl;dv

1

Trigger on Webhook

βš™

2

Square

βš™

βš™

3

Iterator

βš™

+
4

Webhook response

Save and Activate the Scenario

After configuring Square, tl;dv, 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 tl;dv integration works as expected. Depending on your setup, data should flow between Square and tl;dv (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 tl;dv

Square + Google Sheets: When a new paid order is created in Square, add a new row to a Google Sheet with the order details to track sales data.

Square + tl;dv + Slack: When a new paid order is created in Square, search for associated meetings in tl;dv. If meetings are found, get the meeting highlights and send them to a designated Slack channel.

Square and tl;dv 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 tl;dv

Use tl;dv with Latenode to automate meeting insights. Get summaries and timestamps, then trigger actions: update CRMs, create tasks, or send follow-ups. Stop manually processing meeting notes. Latenode adds flexible routing, data transformation, and direct integrations, turning meeting data into actionable workflows.

See how Latenode works

FAQ Square and tl;dv

How can I connect my Square account to tl;dv using Latenode?

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

Can I automatically get meeting summaries for sales calls paid via Square?

Yes, you can! Latenode's AI block generates instant summaries, delivering insights from sales calls tied to Square payments for improved follow-up and analysis.

What types of tasks can I perform by integrating Square with tl;dv?

Integrating Square with tl;dv allows you to perform various tasks, including:

  • Create tl;dv highlights based on Square transaction amounts.
  • Trigger follow-up tasks in tl;dv after Square payment completion.
  • Analyze meeting data related to successful Square transactions.
  • Automatically tag call recordings based on Square customer data.
  • Update Square customer profiles with tl;dv meeting summaries.

HowsecureistheSquareintegrationonLatenodewithsensitivepaymentdata?

Latenode uses advanced encryption and secure authentication to protect sensitive Square data, ensuring compliance and data privacy throughout your workflows.

Are there any limitations to the Square and tl;dv integration on Latenode?

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

  • Real-time data sync depends on the API limits of both Square and tl;dv.
  • Complex workflows with extensive data transformations may require JavaScript.
  • Historical data migration between Square and tl;dv may require manual setup.

Try now