Realgeeks and Todoist Integration

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Automatically create Todoist tasks from new Realgeeks leads and manage follow-ups effortlessly. Latenode's visual editor offers a no-code way to customize triggers and actions, plus affordable scaling for growing teams.

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Realgeeks

Todoist

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Realgeeks and Todoist

Create a New Scenario to Connect Realgeeks and Todoist

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

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

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Authenticate Todoist

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

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

Realgeeks + Todoist + Slack: When a new lead is created in Realgeeks, a task is created in Todoist to follow up with the lead. A notification is then sent to a dedicated Slack channel to alert the team about the new lead and task.

Todoist + Realgeeks + Google Calendar: When a task is completed in Todoist related to a Realgeeks lead, the automation retrieves the lead's information from Realgeeks. Based on that information it then schedules a follow-up meeting in Google Calendar and updates the Realgeeks record with the scheduled meeting details as an activity.

Realgeeks and Todoist 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 Todoist

Tired of manual task management? Integrate Todoist with Latenode to automate task creation based on triggers from other apps. Update tasks, track progress, and sync data across your workflows. Latenode lets you customize logic and scale without code, connecting Todoist to your business processes for true automation.

See how Latenode works

FAQ Realgeeks and Todoist

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

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

Can I create Todoist tasks from new Realgeeks leads?

Yes, you can! Latenode lets you automatically create tasks in Todoist for each new lead captured in Realgeeks, ensuring prompt follow-up. Use visual logic or even JavaScript for advanced filtering.

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

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

  • Create a follow-up task in Todoist when a new lead is added in Realgeeks.
  • Update a Todoist task when a lead's status changes in Realgeeks.
  • Schedule reminders in Todoist for upcoming Realgeeks appointments.
  • Generate a daily task list in Todoist based on Realgeeks lead activity.
  • Assign Todoist tasks to team members based on Realgeeks lead assignments.

Can I filter Realgeeks leads before creating Todoist tasks?

Yes! Latenode allows you to filter Realgeeks leads based on criteria like lead source or property type before creating corresponding tasks in Todoist.

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

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

  • Realgeeks API rate limits may affect the frequency of data synchronization.
  • Complex filtering logic might require JavaScript knowledge.
  • Todoist's task limits could impact large-scale task creation workflows.

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