Realgeeks and Box Integration

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Automatically save Realgeeks leads and associated documents to Box, ensuring data is securely stored and accessible. Latenode's visual editor and affordable pricing make complex lead management workflows easier to build and scale. Centralize your Realgeeks data in Box effortlessly with Latenode.

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Realgeeks

Box

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Realgeeks and Box

Create a New Scenario to Connect Realgeeks and Box

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

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

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Authenticate Box

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

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Connect Box

Sign In

Run node once

Configure the Realgeeks and Box 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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The action ID

Run node once

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

Realgeeks + Box + Slack: When a deal closes in Realgeeks, the associated property documents are archived in a specific Box folder. Subsequently, a notification is sent to a designated Slack channel to inform the team.

Realgeeks + Box + Google Sheets: This flow tracks all documents saved to Box for Realgeeks leads. When a new file is added to Box for a specific Realgeeks lead, the file details (name, link) are recorded in a Google Sheet for auditing and record-keeping purposes.

Realgeeks and Box 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 Box

Automate Box file management within Latenode workflows. Trigger actions based on file uploads, updates, or deletions. Streamline content workflows: automatically process files, extract data, and route them to other apps like CRMs or databases. Use Latenode’s visual editor to build flexible, scalable solutions without code, and reduce manual file handling.

See how Latenode works

FAQ Realgeeks and Box

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

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

Can I automatically save new Realgeeks leads in Box?

Yes, you can! Latenode lets you automatically save Realgeeks leads in Box folders. Ensure lead data is instantly backed up and accessible, improving response times and data security.

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

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

  • Automatically backing up new Realgeeks leads to a designated Box folder.
  • Creating a new Box folder for each new property listing in Realgeeks.
  • Updating lead information in Box when changes are made in Realgeeks.
  • Generating summary reports from Realgeeks data and storing them in Box.
  • Sharing property documents from Box with leads directly via Realgeeks.

Can I filter Realgeeks leads before saving them to Box?

Yes, Latenode allows filtering Realgeeks leads based on criteria before saving them to Box. This ensures only qualified leads are stored, saving space and time.

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

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

  • Large file transfers from Realgeeks to Box might experience delays.
  • Custom metadata fields in Realgeeks may not automatically transfer to Box.
  • The number of API calls to Realgeeks and Box is subject to their respective limits.

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