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RD Station

Integromat 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.

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2. Select the account you want to connect and click Continue.

rdstn1.png

3. Confirm the access by clicking Continue.

rdstn2.png

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

rdstn4.png

Matches of the search can be found in the module's Output under Bundle > Body. 
In our example, the specified account information is returned:

rdstn3.png

 

 

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