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Sync new RD Station leads to Monday as project tasks, ensuring seamless sales-to-project handoffs. Latenode's JavaScript nodes enable custom field mapping and team collaboration, all while paying only for execution time.
Connect Monday and RD Station in minutes with Latenode.
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Monday
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Create a New Scenario to Connect Monday and RD Station
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or RD Station will be your first step. To do this, click "Choose an app," find Monday or RD Station, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
Monday
Add the RD Station Node
Next, click the plus (+) icon on the Monday node, select RD Station from the list of available apps, and choose the action you need from the list of nodes within RD Station.
Monday
β
RD Station
Authenticate RD Station
Now, click the RD Station node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RD Station settings. Authentication allows you to use RD Station through Latenode.
Configure the Monday and RD Station Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Monday and RD Station Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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RD Station
Trigger on Webhook
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Monday
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Monday, RD Station, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Monday and RD Station integration works as expected. Depending on your setup, data should flow between Monday and RD Station (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RD Station + Monday + Slack: When a deal is marked as won in RD Station, this automation updates the project status in Monday and sends a celebratory message in Slack to the relevant team channel.
RD Station + Google Sheets + Monday: When a new lead is converted in RD Station, the lead's information is logged in Google Sheets, and a follow-up task is automatically created in Monday for the sales team.
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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About RD Station
Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.
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How can I connect my Monday account to RD Station using Latenode?
To connect your Monday account to RD Station on Latenode, follow these steps:
Can I automatically update Monday when a new lead is created in RD Station?
Yes, you can! Latenode allows real-time updates between Monday and RD Station, ensuring your project boards always reflect the latest lead data. Automate lead management effortlessly.
What types of tasks can I perform by integrating Monday with RD Station?
Integrating Monday with RD Station allows you to perform various tasks, including:
How does Latenode handle Monday's complex data structures?
Latenode provides advanced data mapping and transformation tools, handling Monday's structure effortlessly. Use JavaScript blocks for ultimate control.
Are there any limitations to the Monday and RD Station integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: