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Automatically archive Realgeeks leads and property data to Microsoft SharePoint Online for compliance and reporting. Latenode's visual editor and affordable execution-based pricing make custom data workflows easier to scale and manage.
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Create a New Scenario to Connect Microsoft SharePoint Online 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 Microsoft SharePoint Online, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft SharePoint Online or Realgeeks will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Realgeeks, and select the appropriate trigger to start the scenario.
Add the Microsoft SharePoint Online Node
Select the Microsoft SharePoint Online node from the app selection panel on the right.
Microsoft SharePoint Online
Configure the Microsoft SharePoint Online
Click on the Microsoft SharePoint Online node to configure it. You can modify the Microsoft SharePoint Online 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 Microsoft SharePoint Online node, select Realgeeks from the list of available apps, and choose the action you need from the list of nodes within Realgeeks.
Microsoft SharePoint Online
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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 Microsoft SharePoint Online 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 Microsoft SharePoint Online 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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Microsoft SharePoint Online
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Microsoft SharePoint Online, 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 Microsoft SharePoint Online and Realgeeks integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Realgeeks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Realgeeks + SharePoint Online + Slack: When a new lead is created in Realgeeks, this automation creates a corresponding file in SharePoint and sends a notification to a Slack channel.
Realgeeks + Google Sheets: When a new lead is created in Realgeeks, this automation logs the lead's details to a Google Sheet.
About Microsoft SharePoint Online
Automate SharePoint Online document management using Latenode. Trigger flows on file changes, move documents based on content, or update metadata without code. Streamline approvals and notifications with visual workflows, integrating SharePoint with other apps. Benefit from flexible logic and scalable execution.
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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 Microsoft SharePoint Online account to Realgeeks using Latenode?
To connect your Microsoft SharePoint Online account to Realgeeks on Latenode, follow these steps:
Can I automate lead data storage from Realgeeks to SharePoint?
Yes, you can! Latenode lets you automate this, ensuring every new Realgeeks lead automatically populates in SharePoint. This provides centralized data management and robust reporting.
What types of tasks can I perform by integrating Microsoft SharePoint Online with Realgeeks?
Integrating Microsoft SharePoint Online with Realgeeks allows you to perform various tasks, including:
How secure is Microsoft SharePoint Online data handling in Latenode?
Latenode uses secure authentication protocols and encryption to protect your Microsoft SharePoint Online data during transfer and processing within workflows.
Are there any limitations to the Microsoft SharePoint Online and Realgeeks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: