Realgeeks and Asana Integration

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Automatically create Asana tasks from new Realgeeks leads, ensuring faster follow-up. Latenode's visual editor makes it easier to customize your lead management, plus it’s affordable as you only pay for execution time.

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Realgeeks

Asana

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Realgeeks and Asana

Create a New Scenario to Connect Realgeeks and Asana

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 Asana will be your first step. To do this, click "Choose an app," find Realgeeks or Asana, 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 Asana Node

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

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Authenticate Asana

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

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Sign In

Run node once

Configure the Realgeeks and Asana 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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Asana Oauth 2.0

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The action ID

Run node once

Set Up the Realgeeks and Asana 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, Asana, 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 Asana integration works as expected. Depending on your setup, data should flow between Realgeeks and Asana (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 Asana

Realgeeks + Asana + Slack: When a new lead is created in Realgeeks, a task is created in Asana to follow up with the lead, and a notification is sent to the sales team in Slack to alert them of the new lead and the associated task.

Asana + Realgeeks + Google Sheets: When a task is completed in Asana, the lead status in Realgeeks is updated to reflect the task completion, and relevant data from the task is recorded in a Google Sheet for tracking and reporting purposes.

Realgeeks and Asana 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 Asana

Automate Asana task management inside Latenode workflows. Create projects, assign tasks, and update statuses based on triggers from other apps (like forms or CRMs). Keep project data synchronized across systems. Use Latenode's visual editor and code blocks for custom Asana logic without complex scripting.

See how Latenode works

FAQ Realgeeks and Asana

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

To connect your Realgeeks account to Asana 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 Asana accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Asana tasks from new Realgeeks leads?

Yes, you can! Latenode lets you instantly trigger Asana task creation from new Realgeeks leads. This ensures immediate follow-up and improves team coordination, all without coding.

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

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

  • Create new Asana tasks when a new lead is generated in Realgeeks.
  • Update Asana task details when lead status changes in Realgeeks.
  • Add Realgeeks lead information to Asana task descriptions.
  • Generate Asana subtasks for different stages of a Realgeeks deal.
  • Automatically assign Asana tasks to agents based on Realgeeks lead criteria.

Can I use JavaScript to transform data between Realgeeks and Asana?

Yes! Latenode enables custom JavaScript code to transform data, format dates, and handle complex logic between Realgeeks and Asana.

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

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

  • Complex Realgeeks data structures may require custom JavaScript transformations.
  • Asana API rate limits can affect high-volume workflows.
  • Certain advanced Realgeeks custom fields might need manual mapping.

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