Light AIDocs Beta Open Light AI

Integrations

RealGreen

RealGreen accepts external web forms through a webhook (it creates the prospect and a call log entry). Its full API is a paid add-on.

DirectionPathHow
Leads → Light AIvia n8n · Partner or manualWith a purchased RealGreen API key, n8n can poll new prospects and POST /v1/leads with source: realgreen (endpoint names are in RealGreen's API documentation, available with the key). Without one, there is no automated path out.
Light AI → RealGreenvia n8n · Partner or manualOn lead.created or quote.approved, n8n posts the lead to RealGreen's web-form webhook; RealGreen creates the prospect profile and a call log notification. With an API key you can create or update the customer instead. Otherwise send the office a task.

Light AI → RealGreen prospect#

RealGreenLight AI
Name, e-mail, phonecontact.* (or client.* on quotes)
Service addressaddress.line1, city, region, postal_code
Lead source"Light AI"
Call log / notesmessage, service_interest, form answers (lead.form_answers, see Website request forms) and project.app_url; on approvals the total and line items as text

Notes#

  • Ask RealGreen support for the web-form webhook URL and the field names it expects; they are not published. The number of webhooks depends on the RealGreen package.
  • API keys are bought from your RealGreen account manager. The RealGreen app in Make is built by a third party, not RealGreen.
  • Photos and instant previews: webhook payloads carry only asset ids (assets.photos[], assets.mockups[] with url: null). Fetch GET /v1/leads/{id} for links that expire after 60 minutes and download the files if the CRM can store them; otherwise store project.app_url (sign-in required). Never save a 60-minute link in a CRM.

Sources#