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How to connect Square and Typeform
Create a New Scenario to Connect Square and Typeform
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 Typeform will be your first step. To do this, click "Choose an app," find Square or Typeform, 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 Typeform Node
Next, click the plus (+) icon on the Square node, select Typeform from the list of available apps, and choose the action you need from the list of nodes within Typeform.
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Authenticate Typeform
Now, click the Typeform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Typeform settings. Authentication allows you to use Typeform through Latenode.
Configure the Square and Typeform 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 Typeform 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, Typeform, 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 Typeform integration works as expected. Depending on your setup, data should flow between Square and Typeform (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 Typeform
Square + Typeform + Google Sheets: When a new order is placed in Square, a Typeform is sent to the customer for feedback. The responses from the Typeform are then logged in a Google Sheet for analysis.
Typeform + Square + Slack: When a new form is submitted in Typeform, it checks if the total order value in square is above a defined threshold. If so, a message is sent to a Slack channel to notify the sales team of a high-value order.
Square and Typeform 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 Typeform
Capture leads and feedback with Typeform, then instantly pipe that data into Latenode for automated processing. Update databases, trigger email sequences, or send notifications. Use Latenode's visual builder to create custom workflows triggered by Typeform submissions. Extend with AI, JavaScript, and more.
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See how Latenode works
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FAQ Square and Typeform
How can I connect my Square account to Typeform using Latenode?
To connect your Square account to Typeform 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 Typeform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send invoices upon form submission?
Yes, you can! Latenode's visual editor and advanced logic allow you to trigger Square invoice creation whenever a Typeform is submitted, streamlining payment collection.
What types of tasks can I perform by integrating Square with Typeform?
Integrating Square with Typeform allows you to perform various tasks, including:
- Create Square customer profiles from new Typeform submissions.
- Send personalized thank-you emails with payment confirmations.
- Update a spreadsheet with transaction details and form responses.
- Trigger follow-up surveys based on purchase amounts.
- Generate reports summarizing form data and sales figures.
How secure is my Square data when using Latenode?
Latenode employs industry-standard security practices to protect your data, including encryption and access controls.
Are there any limitations to the Square and Typeform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic might require JavaScript for advanced scenarios.
- Real-time synchronization depends on the API rate limits of both Square and Typeform.
- File size limitations may apply when transferring files between the two platforms.
