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Automatically create invoices in Lexoffice from new Realgeeks leads, saving hours of manual data entry. Latenode's visual editor and affordable pricing make this complex automation easy to build and scale.
Connect Lexoffice and Realgeeks in minutes with Latenode.
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Create a New Scenario to Connect Lexoffice and Realgeeks
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 Lexoffice, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lexoffice or Realgeeks will be your first step. To do this, click "Choose an app," find Lexoffice or Realgeeks, and select the appropriate trigger to start the scenario.
Add the Lexoffice Node
Select the Lexoffice node from the app selection panel on the right.
Lexoffice
Configure the Lexoffice
Click on the Lexoffice node to configure it. You can modify the Lexoffice URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Realgeeks Node
Next, click the plus (+) icon on the Lexoffice node, select Realgeeks from the list of available apps, and choose the action you need from the list of nodes within Realgeeks.
Lexoffice
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Realgeeks
Authenticate Realgeeks
Now, click the Realgeeks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Realgeeks settings. Authentication allows you to use Realgeeks through Latenode.
Configure the Lexoffice and Realgeeks 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 Lexoffice and Realgeeks Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Realgeeks
Trigger on Webhook
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Lexoffice
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Lexoffice, Realgeeks, 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 Lexoffice and Realgeeks integration works as expected. Depending on your setup, data should flow between Lexoffice and Realgeeks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Realgeeks + Lexoffice + Slack: When a new lead is created in Realgeeks, indicating a property has been sold, a voucher is created in Lexoffice for accounting purposes. Simultaneously, a message is sent to the sales team in Slack to notify them of the sale.
Realgeeks + Lexoffice + Google Sheets: When a new lead is created in Realgeeks, the lead data is used to create a voucher in Lexoffice. The voucher information, along with other relevant data, is then added as a new row in a Google Sheets spreadsheet for monthly financial reports.
About Lexoffice
Automate accounting tasks by connecting Lexoffice to Latenode. Automatically create invoices, track expenses, or update customer data based on triggers from other apps. Latenode lets you build custom workflows around Lexoffice without code, adding features like advanced data validation or conditional logic that Lexoffice lacks natively.
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About Realgeeks
Automate real estate lead management with Realgeeks in Latenode. Update your CRM, trigger follow-up emails, or send SMS alerts automatically when new leads are captured. Latenode’s visual editor and flexible nodes let you filter, enrich, and route lead data based on custom criteria, creating scalable workflows without complex coding.
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How can I connect my Lexoffice account to Realgeeks using Latenode?
To connect your Lexoffice account to Realgeeks on Latenode, follow these steps:
Can I automatically create invoices in Lexoffice after a property sale in Realgeeks?
Yes, you can! Latenode lets you automate invoice creation, linking deal closure in Realgeeks to Lexoffice. This reduces manual data entry and ensures accurate financial records.
What types of tasks can I perform by integrating Lexoffice with Realgeeks?
Integrating Lexoffice with Realgeeks allows you to perform various tasks, including:
Can I use JavaScript to customize the integration logic?
Yes, Latenode allows you to use JavaScript code blocks to extend the integration's functionality and create custom workflows beyond the standard no-code options.
Are there any limitations to the Lexoffice and Realgeeks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: