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Automatically create Microsoft To Do tasks from new Realgeeks leads, ensuring prompt follow-up. Latenode’s visual editor and affordable pay-by-execution pricing makes lead management easier, faster, and more cost-effective than ever.
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Microsoft To Do
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Create a New Scenario to Connect Microsoft To Do 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 To Do, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft To Do or Realgeeks will be your first step. To do this, click "Choose an app," find Microsoft To Do or Realgeeks, and select the appropriate trigger to start the scenario.
Add the Microsoft To Do Node
Select the Microsoft To Do node from the app selection panel on the right.
Microsoft To Do
Configure the Microsoft To Do
Click on the Microsoft To Do node to configure it. You can modify the Microsoft To Do 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 To Do 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.
Configure the Microsoft To Do 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 To Do 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 To Do
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Microsoft To Do, 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 To Do and Realgeeks integration works as expected. Depending on your setup, data should flow between Microsoft To Do and Realgeeks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Realgeeks + Google Calendar + Microsoft To Do: When a new lead is created in Realgeeks, an event is created in Google Calendar to schedule a property showing. A follow-up task is then created in Microsoft To Do to remind the agent to prepare for the showing.
Realgeeks + Microsoft To Do + Twilio: When a new lead is created in Realgeeks, a task is created in Microsoft To Do to schedule a property showing. Once the showing is scheduled and the task is completed in Microsoft To Do, an SMS reminder is sent to the lead via Twilio.
About Microsoft To Do
Automate task management by integrating Microsoft To Do with Latenode. Automatically create tasks from emails, database entries, or other apps. Sync tasks between systems, set reminders based on triggers, and manage projects visually using Latenode's low-code interface. Stop manual updates and build scalable task workflows.
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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 To Do account to Realgeeks using Latenode?
To connect your Microsoft To Do account to Realgeeks on Latenode, follow these steps:
Can I automatically create tasks from new Realgeeks leads?
Yes, you can! Latenode lets you instantly turn new Realgeeks leads into actionable tasks in Microsoft To Do. Automate lead follow-up and improve your response time with no code.
What types of tasks can I perform by integrating Microsoft To Do with Realgeeks?
Integrating Microsoft To Do with Realgeeks allows you to perform various tasks, including:
How secure is my Microsoft To Do data on Latenode?
Latenode uses advanced encryption and secure protocols to ensure your Microsoft To Do data remains protected at all times, meeting enterprise security standards.
Are there any limitations to the Microsoft To Do and Realgeeks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: