Lexoffice and Realgeeks Integration

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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.

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Lexoffice

Realgeeks

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Lexoffice and Realgeeks

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.

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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.

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Lexoffice

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Connect Lexoffice

Sign In

Run node once

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.

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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.

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Lexoffice

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Realgeeks

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Connect Realgeeks

Sign In

Run node once

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.

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Realgeeks

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Realgeeks Oauth 2.0

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Select an action *

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Map

The action ID

Run node once

Set Up the Lexoffice and Realgeeks 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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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.

Most powerful ways to connect Lexoffice and Realgeeks

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.

Lexoffice and Realgeeks integration alternatives

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.

Similar apps

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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.

See how Latenode works

FAQ Lexoffice and Realgeeks

How can I connect my Lexoffice account to Realgeeks using Latenode?

To connect your Lexoffice account to Realgeeks on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Lexoffice and click on "Connect".
  • Authenticate your Lexoffice and Realgeeks accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Automatically creating new customer entries in Lexoffice from Realgeeks leads.
  • Triggering invoice generation in Lexoffice when a property is marked as sold.
  • Updating contact information in Lexoffice based on Realgeeks property updates.
  • Sending payment reminders from Lexoffice based on deal stages in Realgeeks.
  • Creating custom reports combining sales data from both platforms.

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:

  • Complex calculations within Lexoffice may require custom JavaScript implementations.
  • Realgeeks API rate limits may affect the frequency of data synchronization.
  • Custom fields in either platform might need specific mapping configurations.

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