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Automatically create Square payment links from new Realgeeks leads, streamlining sales. Latenode's visual editor makes building this automation effortless, while affordable execution-based pricing keeps costs down as you scale.
Connect Realgeeks and Square in minutes with Latenode.
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Create a New Scenario to Connect Realgeeks and Square
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 Square will be your first step. To do this, click "Choose an app," find Realgeeks or Square, 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.
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.
Add the Square Node
Next, click the plus (+) icon on the Realgeeks node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.
Realgeeks
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Square
Authenticate Square
Now, click the Square node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Square settings. Authentication allows you to use Square through Latenode.
Configure the Realgeeks and Square 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 Realgeeks and Square Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Square
Trigger on Webhook
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Realgeeks
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Realgeeks, Square, 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 Square integration works as expected. Depending on your setup, data should flow between Realgeeks and Square (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Realgeeks + Square + Slack: When a new lead is created in Realgeeks, and a corresponding payment is recorded in Square, a notification is sent to a designated Slack channel informing the sales team about the completed property transaction.
Square + Realgeeks + Google Sheets: When a payment is recorded in Square, retrieve corresponding Realgeeks client data using customer information from the Square transaction, and then record the Square payment details alongside the Realgeeks client data in a Google Sheet for financial reporting.
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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About Square
Automate Square tasks in Latenode: sync payments with accounting, trigger fulfillment on successful transactions, and send custom invoices based on CRM data. Use visual workflows to connect Square with other apps, add logic with JS, and scale without step limits. Streamline finance operations.
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How can I connect my Realgeeks account to Square using Latenode?
To connect your Realgeeks account to Square on Latenode, follow these steps:
Can I automatically charge clients after lead capture?
Yes, you can! Latenode enables seamless automation, triggering Square charges directly from new Realgeeks leads. Streamline your sales process and improve cash flow instantly.
What types of tasks can I perform by integrating Realgeeks with Square?
Integrating Realgeeks with Square allows you to perform various tasks, including:
How easy is it to customize the data flow between Realgeeks and Square?
Latenode's visual editor and JavaScript blocks allow for extreme customization. Tailor data transfer rules to your exact specifications easily.
Are there any limitations to the Realgeeks and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: