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RD Station

Integromat Updated September 17, 2020 05:11

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.

Getting Started with RD Station

Prerequisites

An RD Station account

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.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting RD Station to Integromat

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.

Leads

Watch New Opportunities

Triggers when a lead is marked as an opportunity.

You do not have to add the webhooks in the RD Station as it is automatically done for you once you add and save an instant trigger module to your scenario.

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.

Watch New Lead Conversions

Triggers when a new lead is created.

You do not have to add the webhooks in the RD Station as it is automatically done for you once you add and save an instant trigger module to your scenario.

The Watch New Lead Conversion trigger works only via API. If you create a lead conversion manually in the RD Station user interface, no triggers are returned. Use Create a Conversion Event to receive triggers.

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.

Create a Conversion Event

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.
Email	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.
Twitter	Enter the contact's Twitter profile details of the contact.
Facebook	Enter the contact's Facebook profile details of the contact.
LinkedIn	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.
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: Yes No Not defined
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.

Mark a Lead as Won / Lost

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: Won Lost
Email	Enter the email address of the contact or lead.
Value	Enter the amount won.
Lost Reason	Enter the reason for losing the lead.

Contacts

Get a Contact

Returns data about a specific contact.

Connection	Establish a connection to your RD Station account.
Search By	Select the option to search the contacts: Email Contact ID
Email	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.

Get a Funnel

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: Email Contact ID
Email	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.

Update a Contact

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.
Email	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.
Twitter	Enter the contact's Twitter profile details of the contact.
Facebook	Enter the contact's Facebook profile details of the contact.
LinkedIn	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.
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: Yes No Not defined
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.

Custom Fields

List Custom Fields

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.

Create a Custom Field

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, `option 1`.

Update a Custom Field

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, `option 1`.

Delete a Custom Field

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`.

Other

Geta Tracking Code

Returns the RD Station Marketing tracking code can be embedded on websites or CMS.

Connection

Establish a connection to your RD Station account.

Get Account Information

Returns the account name from your RD Station Marketing account.

Connection

Establish a connection to your RD Station account.

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your RD Station account.
URL	Enter a path relative to `https://api.rd.services`. For example: `/marketing/account_info` For the list of available endpoints, refer to the RD Station API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
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.

Example of Use - Get Account Information

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:

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