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How to connect Moxie and Realgeeks
Create a New Scenario to Connect Moxie 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Realgeeks will be your first step. To do this, click "Choose an app," find Moxie or Realgeeks, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
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Add the Realgeeks Node
Next, click the plus (+) icon on the Moxie 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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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 Moxie 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 Moxie 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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Save and Activate the Scenario
After configuring Moxie, 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 Moxie and Realgeeks integration works as expected. Depending on your setup, data should flow between Moxie 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 Moxie and Realgeeks
Moxie + Realgeeks + Google Sheets: When a new lead is created in Moxie, a corresponding lead is created in Realgeeks. Key details of the lead are then added to a Google Sheet for tracking and reporting.
Realgeeks + Moxie + Slack: When a new lead is created in Realgeeks, automatically create a contact in Moxie. Then send a Slack message to a designated channel to notify the sales team about the new lead.
Moxie and Realgeeks integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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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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See how Latenode works
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FAQ Moxie and Realgeeks
How can I connect my Moxie account to Realgeeks using Latenode?
To connect your Moxie account to Realgeeks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie and Realgeeks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Realgeeks leads from Moxie chats?
Yes, you can! Latenode lets you automate lead creation, saving time and ensuring no potential client is missed. Enjoy instant Realgeeks lead generation from every qualified Moxie chat.
What types of tasks can I perform by integrating Moxie with Realgeeks?
Integrating Moxie with Realgeeks allows you to perform various tasks, including:
- Create new Realgeeks leads from Moxie chat transcripts automatically.
- Update Realgeeks contact information based on Moxie conversation data.
- Send Realgeeks follow-up emails triggered by specific Moxie chat events.
- Log Moxie chat summaries as notes within Realgeeks lead profiles.
- Create Realgeeks tasks for agents based on customer inquiries in Moxie.
How does Latenode enhance Moxie's automation capabilities?
Latenode expands Moxie's automation with advanced logic, AI, and JavaScript, creating complex workflows beyond basic triggers and actions.
Are there any limitations to the Moxie and Realgeeks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires API keys and appropriate permissions for both platforms.
- Complex workflows with extensive data transformations may require JavaScript coding.
- Real-time data syncing is subject to the API rate limits of Moxie and Realgeeks.
