Realgeeks and Alegra Integration

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Automatically create accounting entries in Alegra from new Realgeeks leads, centralizing data and saving time. Latenode's visual editor and affordable execution-based pricing make scaling this automation easy and cost-effective.

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Realgeeks

Alegra

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Realgeeks and Alegra

Create a New Scenario to Connect Realgeeks and Alegra

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 Realgeeks, triggered by another scenario, or executed manually (for testing purposes). In most cases, Realgeeks or Alegra will be your first step. To do this, click "Choose an app," find Realgeeks or Alegra, and select the appropriate trigger to start the scenario.

Add the Realgeeks Node

Select the Realgeeks node from the app selection panel on the right.

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Realgeeks

Configure the Realgeeks

Click on the Realgeeks node to configure it. You can modify the Realgeeks URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Realgeeks

Sign In

Run node once

Add the Alegra Node

Next, click the plus (+) icon on the Realgeeks node, select Alegra from the list of available apps, and choose the action you need from the list of nodes within Alegra.

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Alegra

Authenticate Alegra

Now, click the Alegra node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Alegra settings. Authentication allows you to use Alegra through Latenode.

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Alegra

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Sign In

Run node once

Configure the Realgeeks and Alegra 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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Alegra Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Realgeeks and Alegra 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 Realgeeks, Alegra, 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 Realgeeks and Alegra integration works as expected. Depending on your setup, data should flow between Realgeeks and Alegra (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Realgeeks and Alegra

Realgeeks + Alegra + Slack: When a property is marked as sold in Realgeeks, a sales invoice is created in Alegra, and a notification is sent to the sales team via Slack to inform them of the sale.

Alegra + Realgeeks + Google Sheets: When a new sales invoice is created in Alegra (simulating a paid invoice through a new invoice), update lead data in Realgeeks and log the invoice details to a Google Sheet.

Realgeeks and Alegra integration alternatives

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.

About Alegra

Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.

See how Latenode works

FAQ Realgeeks and Alegra

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

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

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

Can I automate invoice creation after a property sale using Realgeeks and Alegra integration?

Yes, you can! Latenode's visual editor makes this simple. Trigger an invoice in Alegra when a Realgeeks deal closes, streamlining accounting and saving time.

What types of tasks can I perform by integrating Realgeeks with Alegra?

Integrating Realgeeks with Alegra allows you to perform various tasks, including:

  • Automatically create new Alegra contacts from Realgeeks lead information.
  • Generate invoices in Alegra when a property is marked as sold in Realgeeks.
  • Update contact information in Alegra when details change in Realgeeks.
  • Track marketing spend in Alegra based on Realgeeks lead generation costs.
  • Create detailed financial reports in Alegra using Realgeeks sales data.

HowsecureisthedatabetweenRealgeeksandAlegrathroughLatenode?

Latenode uses industry-standard encryption and secure authentication methods to protect your data during Realgeeks and Alegra integration.

Are there any limitations to the Realgeeks and Alegra integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex custom fields in Realgeeks might require custom JavaScript for full integration.
  • Real-time synchronization depends on the API limits of both Realgeeks and Alegra.
  • Historical data migration requires manual configuration due to API constraints.

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