How to connect RD Station and Alegra
Create a New Scenario to Connect RD Station and Alegra
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or Alegra will be your first step. To do this, click "Choose an app," find RD Station or Alegra, and select the appropriate trigger to start the scenario.

Add the RD Station Node
Select the RD Station node from the app selection panel on the right.


RD Station

Configure the RD Station
Click on the RD Station node to configure it. You can modify the RD Station URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Alegra Node
Next, click the plus (+) icon on the RD Station node, select Alegra from the list of available apps, and choose the action you need from the list of nodes within Alegra.


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Alegra

Authenticate Alegra
Now, click the Alegra node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Alegra settings. Authentication allows you to use Alegra through Latenode.
Configure the RD Station and Alegra 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 RD Station and Alegra Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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AI Anthropic Claude 3
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Alegra
Trigger on Webhook
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RD Station
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring RD Station, Alegra, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the RD Station and Alegra integration works as expected. Depending on your setup, data should flow between RD Station and Alegra (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect RD Station and Alegra
RD Station + Alegra + Slack: When a deal is won in RD Station, create a sales invoice in Alegra and notify the sales team in Slack.
Alegra + RD Station + Google Sheets: When a new contact is added to Alegra, create a corresponding contact in RD Station and log the contact information in a Google Sheet.
RD Station and Alegra integration alternatives

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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About Alegra
Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.
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See how Latenode works
FAQ RD Station and Alegra
How can I connect my RD Station account to Alegra using Latenode?
To connect your RD Station account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select RD Station and click on "Connect".
- Authenticate your RD Station and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead nurturing based on accounting data?
Yes, you can! Latenode allows triggering RD Station automations based on Alegra invoices. Improve lead engagement by tailoring communication based on purchase history, all without code.
What types of tasks can I perform by integrating RD Station with Alegra?
Integrating RD Station with Alegra allows you to perform various tasks, including:
- Create Alegra contacts from new RD Station leads automatically.
- Update contact information in Alegra when RD Station data changes.
- Trigger email sequences in RD Station after an invoice is paid.
- Send RD Station lead data to Alegra as new customers or prospects.
- Generate personalized reports by combining marketing and sales data.
Can I filter RD Station data before sending it to Alegra?
Yes, with Latenode's data transformation blocks, you can filter RD Station data based on any criteria before updating Alegra, ensuring data accuracy.
Are there any limitations to the RD Station and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require some JavaScript knowledge.
- Rate limits of RD Station and Alegra APIs still apply within Latenode.
- Custom fields require manual mapping during the workflow setup.