Requirements
Connecting RealGreen takes an active account plus an API access token from your account settings — no other setup is required.[3]
Get your RealGreen credentials
- API KeytextRequired
Connect RealGreen in WEXTL
- Log in to your WEXTL account, add the RealGreen node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your RealGreen account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
RealGreen node modules
The list below is a reference of every RealGreen node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Expand any RealGreen node module below to see exactly what it takes in, what it returns, and what connection it needs.
Watch CustomersTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Status Character | text |
| Branch ID | number |
| First Name | text |
| Last Name | text |
| Company Name | text |
| Display Name | text |
| Name First Last | text |
| Name Last Comma First | text |
| text | |
| Subdivision ID | number |
| Route Code | text |
| Territory Code | text |
| Map Code | text |
| Size | number |
| Size Unit Of Measure ID | number |
| Size Source | text |
| Carrier Route | text |
| Reference ID | text |
| Tracking ID | text |
92other output fields
Watch ProgramsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Average Time | number |
| Average Price | number |
| Billing Type | text |
| Call Ahead | number |
| Call Back Date | date |
| Canceled By | text |
| Cancel Code | number |
| Cancel Date | date |
| Confirmation Date | date |
| Confirmed By | text |
| Contact Date | date |
| Contract ID | number |
| Customer Letter ID | number |
| Customer Note | text |
| Customer Note Expiration | date |
| Customer Number | number |
| Date Sold | date |
| Day Code | text |
| Difficulty | number |
60other output fields
Get a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Customer IDRequired | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Status Character | text |
| Branch ID | number |
| First Name | text |
| Last Name | text |
| Company Name | text |
| Display Name | text |
| Name First Last | text |
| Name Last Comma First | text |
| text | |
| Subdivision ID | number |
| Route Code | text |
| Territory Code | text |
| Map Code | text |
| Size | number |
| Size Unit Of Measure ID | number |
| Size Source | text |
| Carrier Route | text |
| Reference ID | text |
| Tracking ID | text |
92other output fields
Get a ProgramAction
Input fields[3]
| Field | Type |
|---|---|
Program IDRequired | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Average Time | number |
| Average Price | number |
| Billing Type | text |
| Call Ahead | number |
| Call Back Date | date |
| Canceled By | text |
| Cancel Code | number |
| Cancel Date | date |
| Confirmation Date | date |
| Confirmed By | text |
| Contact Date | date |
| Contract ID | number |
| Customer Letter ID | number |
| Customer Note | text |
| Customer Note Expiration | date |
| Customer Number | number |
| Date Sold | date |
| Day Code | text |
| Difficulty | number |
60other output fields
Search CustomersSearch
Input fields[3]
| Field | Type |
|---|---|
| Customer ID | text |
| Customer Status Min Value | text |
| Customer Status Max Value | text |
| Customer Company Name | text |
| Customer First Name | text |
| Customer Last Name | text |
| Customer Street Address | text |
| Customer Pre Direction | text |
| Customer Street Number | text |
| Customer Post Direction | text |
| Customer Street Suffix | text |
| Customer Street Name | text |
| Customer City | text |
| Customer State | text |
| Customer Zip | text |
| Use Billing Info | boolean |
| Customer Invoice Type Min Value | number |
| Customer Invoice Type Max Value | number |
| Billing Company Name | text |
| Billing Last Name | text |
93other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Status Character | text |
| Branch ID | number |
| First Name | text |
| Last Name | text |
| Company Name | text |
| Display Name | text |
| Name First Last | text |
| Name Last Comma First | text |
| text | |
| Subdivision ID | number |
| Route Code | text |
| Territory Code | text |
| Map Code | text |
| Size | number |
| Size Unit Of Measure ID | number |
| Size Source | text |
| Carrier Route | text |
| Reference ID | text |
| Tracking ID | text |
92other output fields
Search ProgramsSearch
Input fields[3]
| Field | Type |
|---|---|
| ID | text |
| Customer Number | text |
| Status | text |
| Program Definition ID | text |
| Size Min Value | number |
| Size Max Value | number |
| Source Code | text |
| Date Sold Min Value | date |
| Date Sold Max Value | date |
| Technician Note | text |
| Technician Note Expiration Min Value | date |
| Technician Note Expiration Max Value | date |
| Customer Note | text |
| Customer Note Expiration Min Value | date |
| Customer Note Expiration Max Value | date |
| Estimate Request Date Min Value | date |
| Estimate Request Date Max Value | date |
| Route | text |
| Day Code | text |
| Sequence | number |
85other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Average Time | number |
| Average Price | number |
| Billing Type | text |
| Call Ahead | number |
| Call Back Date | date |
| Canceled By | text |
| Cancel Code | number |
| Cancel Date | date |
| Confirmation Date | date |
| Confirmed By | text |
| Contact Date | date |
| Contract ID | number |
| Customer Letter ID | number |
| Customer Note | text |
| Customer Note Expiration | date |
| Customer Number | number |
| Date Sold | date |
| Day Code | text |
| Difficulty | number |
60other output fields
Create a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Customer NoRequired | number |
First NameRequired | text |
Last NameRequired | text |
| Company | text |
| Address | text |
| Street Number | text |
| Street Name | text |
Pre DirectionRequired | text |
Post DirectionRequired | text |
| Suffix | text |
| City | text |
| State | text |
ZipRequired | text |
| text | |
| Phone Home | text |
| Phone Work | text |
| Phone Cell | text |
| Phone Other | text |
| Phone Page | text |
| Phone Fax | text |
17other input fields
Make an API Calluniversal
Update a CustomerAction
Input fields[3]
| Field | Type |
|---|---|
Customer IDRequired | number |
| Employee ID | number |
| Customer No | number |
| First Name | text |
| Last Name | text |
| Company | text |
| Address | text |
| Street Number | text |
| Street Name | text |
| Pre Direction | text |
| Post Direction | text |
| Suffix | text |
| City | text |
| State | text |
| Zip | text |
| text | |
| Phone Home | text |
| Phone Work | text |
| Phone Cell | text |
| Phone Other | text |
19other input fields
Templates
Look for RealGreen templates in the WEXTL template library.
Browse templates →Explore alternative apps
- 2Solar[2]CRM and project platform for sustainable energy installers and solar projects.
- BlueFolderField service management software for work orders, technicians, customers, and service history.
- AcculynxRoofing business management CRM for jobs, leads, estimates, and field production.
- AryeoReal estate media production platform for orders, appointments, and delivery workflows.
- AspireField service management for landscaping — estimating, scheduling, production, and billing.
References
- WEXTL® RealGreen Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for RealGreen.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:12