Microsoft SharePoint Online and Realgeeks Integration

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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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Microsoft SharePoint Online

Realgeeks

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Realgeeks

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.

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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.

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Connect Microsoft SharePoint Online

Sign In

Run node once

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.

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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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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.

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Run node once

Set Up the Microsoft SharePoint Online 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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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.

Most powerful ways to connect Microsoft SharePoint Online and Realgeeks

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.

Microsoft SharePoint Online and Realgeeks integration alternatives

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.

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 Microsoft SharePoint Online and Realgeeks

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:

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

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:

  • Automatically backing up Realgeeks lead data into SharePoint lists.
  • Creating folders in SharePoint for new Realgeeks property listings.
  • Updating SharePoint documents when a Realgeeks lead changes status.
  • Triggering email notifications based on data changes in either app.
  • Generating reports from combined Realgeeks and SharePoint data.

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:

  • Large file transfers from Microsoft SharePoint Online might experience delays.
  • Realgeeks API rate limits can impact the speed of data synchronization.
  • Complex data transformations may require custom JavaScript coding.

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