The RD Station modules allow you to watch, and create new opportunities, lead conversions, retrieve, and update contacts, and retrieve account information in your RD Station account.
Prerequisites
In order to use RD Station with Integromat, it is necessary to have an RD Station account. If you do not have one, you can create an RD Station account at app.rdstation.com.br/signup.
1. Go to Integromat and open the RD Station module's Create a connection dialog.
2. Select the account you want to connect and click Continue.
3. Confirm the access by clicking Continue.
The connection has been established.
Triggers when a lead is marked as an opportunity.
Webhook Name | Enter a name for the webhook. |
Connection | Establish a connection to your RD Station account. |
Include | Select the relations whose opportunities you want to watch. |
Triggers when a new lead is created.
Webhook Name | Enter a name for the webhook. |
Connection | Establish a connection to your RD Station account. |
Include | Select the relations whose opportunities you want to watch. |
Event Identifier | Add the event identifiers. The identifiers from the events that must trigger the webhook. Leave the field blank if you want to receive all events. |
Registers a new conversion event for a contact.
Connection | Establish a connection to your RD Station account. |
Event Identifier | Enter the event for which you want to create. |
Enter the email address of the contact to sent conversion. | |
Name | Enter the name of the contact. |
Job Title | Enter the position of the contact. |
State | Enter the contact's state name. |
City | Enter the contact's city name. |
Country | Enter the contact's country name. |
Personal Phone | Enter the contact's personal phone number. |
Mobile Phone | Enter the contact's mobile phone number. |
Enter the contact's Twitter profile details of the contact. | |
Enter the contact's Facebook profile details of the contact. | |
Enter the contact's LinkedIn profile link of the contact. | |
Website | Enter the contact's Website URL address details of the contact. |
Custom Fields | Add the custom fields. |
Company Site | Enter the contact's company website URL address. |
Company Address | Enter the contact's company address. |
Client Tracking ID | Enter the Client Tracking ID cookie. For example, 43b00843-09af-4fae-bf9d-a0697640b808 |
Traffic Source |
Enter the value of either a __trf.src cookie, base 64 encoded or a UTM source parameter. If passing a cookie then you must leave the Traffic Medium, Traffic Campaign, and Traffic Value fields blank.
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Traffic Medium | Enter the UTM medium parameters. |
Traffic Campaign | Enter the UTM campaign parameters. |
Traffic Value | Enter the UTM value parameters. |
Tags | Enter the tags related to the contact. |
Available for Mailing | Select whether the contact is able to receive emails:
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Legal Bases |
Add the legal bases: Category Select the category for which you want to add the legal base. Status Select the status of the base. Type Select the base. |
Marks a specified lead as won or lost.
Connection | Establish a connection to your RD Station account. |
Mark as | Select the option for the lead to mark as:
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Enter the email address of the contact or lead. |
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Value | Enter the amount won. |
Lost Reason | Enter the reason for losing the lead. |
Returns data about a specific contact.
Connection | Establish a connection to your RD Station account. |
Search By | Select the option to search the contacts:
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Enter the email address of the contact whose details you want to retrieve. | |
Contact ID | Enter the Contact ID whose details you want to retrieve. |
Returns a funnel associated with the given contact.
Connection | Establish a connection to your RD Station account. |
Search By | Select the option to search the contacts:
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Enter the email address of the contact whose details you want to retrieve. | |
Contact ID | Enter the Contact ID whose details you want to retrieve. |
Updates the properties of a contact.
Connection | Establish a connection to your RD Station account. |
Event Identifier | Enter the event for which you want to create. |
Enter the email address of the contact to sent conversion. | |
Name | Enter the name of the contact. |
Job Title | Enter the position of the contact. |
State | Enter the contact's state name. |
City | Enter the contact's city name. |
Country | Enter the contact's country name. |
Personal Phone | Enter the contact's personal phone number. |
Mobile Phone | Enter the contact's mobile phone number. |
Enter the contact's Twitter profile details of the contact. | |
Enter the contact's Facebook profile details of the contact. | |
Enter the contact's LinkedIn profile link of the contact. | |
Website | Enter the contact's Website URL address details of the contact. |
Custom Fields | Add the custom fields. |
Company Site | Enter the contact's company website URL address. |
Company Address | Enter the contact's company address. |
Client Tracking ID | Enter the Client Tracking ID cookie. For example, 43b00843-09af-4fae-bf9d-a0697640b808 |
Traffic Source |
Enter the value of either a __trf.src cookie, base 64 encoded, or a UTM source parameter. If passing a cookie then you must leave the Traffic Medium, Traffic Campaign, and Traffic Value fields blank.
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Traffic Medium | Enter the UTM medium parameters. |
Traffic Campaign | Enter the UTM campaign parameters. |
Traffic Value | Enter the UTM value parameters. |
Tags | Enter the tags related to the contact. |
Available for Mailing | Select whether the contact is able to receive emails:
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Legal Bases |
Add the legal bases: Category Select the category for which you want to add the legal base. Status Select the status of the base. Type Select the base. |
Returns a list of fields and their attributes from the current account.
Connection | Establish a connection to your RD Station account. |
Limit |
Set the maximum number of custom fields Integromat should return during one scenario execution cycle. |
Creates a field for the current account.
Connection | Establish a connection to your RD Station account. |
Label | Enter the label of the custom field. For example, select options . |
Name | Enter the name of the field. For example, the Country . |
Presentation Type | Select the presentation type for the custom field. For example, Check
Box , Multiple Choice . |
Validation options |
Add the options if the presentation type has multiple options: Value Enter the value that represents the field. Label Enter the label of the presentation type. For example, |
Updates a field for the current account. IT supports partial updates.
Connection | Establish a connection to your RD Station account. |
Custom Field ID | Select the Custom Field ID whose details you want to update. |
Label | Enter the label of the custom field. For example, select options . |
Name | Enter the name of the field. For example, the Country . |
Presentation Type | Select the presentation type for the custom field. For example, Check
Box , Multiple Choice . |
Validation options |
Add the options if the presentation type has multiple options: Value Enter the value that represents the field. Label Enter the label of the presentation type. For example, |
Deletes a field from the current account.
Connection | Establish a connection to your RD Station account. |
Select Identifier | Select the custom field you want to delete. For example, the Country . |
Returns the RD Station Marketing tracking code can be embedded on websites or CMS.
Connection | Establish a connection to your RD Station account. |
Returns the account name from your RD Station Marketing account.
Connection | Establish a connection to your RD Station account. |
Performs an arbitrary authorized API call.
Connection | Establish a connection to your RD Station account. |
URL |
Enter a path relative to For the list of available endpoints, refer to the RD Station API Documentation.
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Method |
Select the HTTP method you want to use: GET POST PUT PATCH DELETE |
Headers | Enter the desired request headers. You don't have to add authorization headers; we already did that for you. |
Query String | Enter the request query string. |
Body | Enter the body content for your API call. |
The following API call returns the account information from your RD Station account:
URL:/marketing/account_info
Method:GET
Matches of the search can be found in the module's Output under Bundle > Body.
In our example, the specified account information is returned: