Activate REI Forms, Realworks & Forms Live Integration

  • Last updated on November 25, 2024 at 5:21 AM

Summary

Learn how administrators can integrate Property Tree with REI Forms Live, Realworks, and Forms Live to pre-populate forms with profile information. 

This article covers:

Set up REI Forms, Realworks or Forms Live

Before the integration can be activated in Property Tree, you must have an REI Forms, Realworks, or Forms Live account. Then, you'll need to add the connection from your account to create an access token to enter in Property Tree.

To find your access token, visit: 

Activate in Property Tree

To activate the integration in Property Tree, administrators must enter the access token received by REI Forms Live, Realworks or Forms Live into Property Tree:

  • Configuration > Integrations > REI Forms Live/Realworks

  • Enter the access token
  • Click Verify

This will activate the REI Forms Live, Realworks or Forms Live feature in Property Tree.

Next, all other users must generate their individual access token in REI Forms, Realworks, or Forms Live and enter it in Property Tree to activate their account. 

To enter your individual access token in Property Tree, go to:

  • Management > Communications > Create REI/Realworks/Forms Live Form

OR

  • Sales > Quick Links > Create REI/Realworks/Forms Live Form
  • Enter your access token

Once complete, you can create REI Forms, Realworks or Forms Live in Property Tree.