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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.
Connect Square and Realgeeks in minutes with Latenode.
Create Square to Realgeeks workflow
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Swap Apps
Square
Realgeeks
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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.
Square
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.
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.
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.
Set Up the Square and Realgeeks 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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Realgeeks
Trigger on Webhook
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Square
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Iterator
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Webhook response
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.
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.
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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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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How can I connect my Square account to Realgeeks using Latenode?
To connect your Square account to Realgeeks on Latenode, follow these steps:
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:
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: