How to connect Realgeeks and Square
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.

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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:
- 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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AI Anthropic Claude 3
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Square
Trigger on Webhook
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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.
Most powerful ways to connect Realgeeks and Square
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.
Realgeeks and Square 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.
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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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FAQ Realgeeks and Square
How can I connect my Realgeeks account to Square using Latenode?
To connect your Realgeeks account to Square 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 Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Create Square customer profiles from new Realgeeks leads automatically.
- Send payment requests to Realgeeks leads based on property interest.
- Update Realgeeks lead status when a Square payment is received.
- Generate invoices in Square upon successful Realgeeks lead qualification.
- Trigger personalized email campaigns based on Square transaction history.
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:
- Historical Realgeeks data may require manual import for Square synchronization.
- Complex pricing models in Square may need custom JavaScript implementation.
- The integration relies on the availability of Realgeeks and Square APIs.