Realgeeks and Atera Integration

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Automatically create Atera service tickets from new Realgeeks leads. Latenode's visual editor and affordable execution pricing make it easier than ever to manage property inquiries and dispatch support, enhancing response times. Extend logic with JavaScript.

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Realgeeks

Atera

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Realgeeks and Atera

Create a New Scenario to Connect Realgeeks and Atera

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 Atera will be your first step. To do this, click "Choose an app," find Realgeeks or Atera, 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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Sign In

Run node once

Add the Atera Node

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

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Authenticate Atera

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

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Configure the Realgeeks and Atera 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 Realgeeks and Atera 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, Atera, 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 Atera integration works as expected. Depending on your setup, data should flow between Realgeeks and Atera (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 Atera

Realgeeks + Atera + Slack: When a new lead is created in Realgeeks, a new contact is created in Atera. A notification is then sent to a Slack channel.

Atera + Realgeeks + Google Sheets: When a new contact is created or updated in Atera, the information is added to a Google Sheet for tracking and reporting purposes. Since Atera cannot track time spent, Realgeeks is not used for this automation.

Realgeeks and Atera 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 Atera

Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.

See how Latenode works

FAQ Realgeeks and Atera

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

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

Can I sync new Realgeeks leads to Atera automatically?

Yes, you can! Latenode's visual editor lets you instantly sync new Realgeeks leads into Atera, ensuring your support team is always informed and ready to assist.

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

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

  • Create new Atera tickets from high-priority Realgeeks leads.
  • Update Atera customer information based on Realgeeks contact activity.
  • Send Realgeeks property data to Atera as custom ticket fields.
  • Trigger Atera automations when a Realgeeks lead reaches a certain stage.
  • Generate reports combining Realgeeks lead data and Atera support metrics.

HowsecureistheRealgeeksdataconnectiononLatenode?

Latenode uses secure, industry-standard protocols to protect your data during Realgeeks and Atera integrations, ensuring confidentiality and integrity.

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

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

  • Historical data migration from Realgeeks to Atera might require custom scripting.
  • Complex Realgeeks workflows may need optimization for Atera's API limits.
  • Custom fields in Atera must be pre-defined to accept data from Realgeeks.

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