Square and Realgeeks Integration

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Automatically add new Square customers into Realgeeks as leads, enriching data with JavaScript for custom fields. Latenode's pay-by-execution pricing makes scaling this workflow affordable.

Square + Realgeeks integration

Connect Square and Realgeeks in minutes with Latenode.

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Swap Apps

Square

Realgeeks

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Square and Realgeeks

Create a New Scenario to Connect Square and Realgeeks

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 Square, triggered by another scenario, or executed manually (for testing purposes). In most cases, Square or Realgeeks will be your first step. To do this, click "Choose an app," find Square or Realgeeks, and select the appropriate trigger to start the scenario.

Add the Square Node

Select the Square node from the app selection panel on the right.

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Square

Configure the Square

Click on the Square node to configure it. You can modify the Square URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Square

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Connect Square

Sign In

Run node once

Add the Realgeeks Node

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

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Square

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Realgeeks

Authenticate Realgeeks

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

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Realgeeks

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Connect Realgeeks

Sign In

Run node once

Configure the Square and Realgeeks 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 Square and Realgeeks 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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Trigger on Webhook

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Save and Activate the Scenario

After configuring Square, Realgeeks, 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 Square and Realgeeks integration works as expected. Depending on your setup, data should flow between Square and Realgeeks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Square and Realgeeks

Square + Google Sheets + Realgeeks: When a new event occurs in Square (e.g., a sale), the details are added to a Google Sheet. This data can then be used to compare against lead generation performance tracked in Realgeeks, allowing you to analyze the effectiveness of your marketing efforts.

Realgeeks + Square + Twilio: When a new lead is created in Realgeeks, this automation checks if that lead has made a purchase in Square by searching for a customer with matching information. If a purchase is found, a thank you SMS is sent via Twilio.

Square and Realgeeks integration alternatives

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.

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.

See how Latenode works

FAQ Square and Realgeeks

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

To connect your Square account to Realgeeks on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Square and click on "Connect".
  • Authenticate your Square and Realgeeks accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Realgeeks leads from Square transactions?

Yes, you can! Latenode lets you instantly generate leads in Realgeeks from Square sales. Automate lead gen and close deals faster with triggered workflows.

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

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

  • Create new Realgeeks leads from Square transactions.
  • Update Realgeeks contact info based on Square customer data.
  • Send SMS via Realgeeks when a Square payment is received.
  • Generate reports in Realgeeks based on Square sales data.
  • Trigger email campaigns in Realgeeks after Square purchases.

HowsecureistheSquareintegrationonLatenodewithsensitivepaymentdata?

Latenode's secure architecture isolates Square data. Advanced encryption and access controls protect sensitive payment information during workflow execution.

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

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

  • Historical data transfer might require custom scripting.
  • Complex data transformations may need JavaScript code blocks.
  • Realgeeks API rate limits can affect high-volume workflows.

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