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Create a New Scenario to Connect RD Station and Attio
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 Attio will be your first step. To do this, click "Choose an app," find RD Station or Attio, 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 Attio Node
Next, click the plus (+) icon on the RD Station node, select Attio from the list of available apps, and choose the action you need from the list of nodes within Attio.
RD Station
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Attio
Authenticate Attio
Now, click the Attio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Attio settings. Authentication allows you to use Attio through Latenode.
Configure the RD Station and Attio 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 Attio 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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Attio
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, Attio, 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 Attio integration works as expected. Depending on your setup, data should flow between RD Station and Attio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RD Station + Attio + Slack: When a new lead conversion occurs in RD Station, a new entry is created in Attio. Subsequently, a notification is sent to a Slack channel to inform the sales team about the new lead.
Attio + RD Station + Google Sheets: When a new entry is created in Attio, the automation checks if the contact exists in RD Station. If the contact does not exist in RD Station, a row is added to a Google Sheet to log the missing entry.
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 Attio
Use Attio in Latenode to automate contact and relationship management. Sync data, trigger actions based on contact updates, and build custom workflows that span multiple apps. Latenode’s flexibility lets you enrich Attio data with AI or other sources, creating smarter, automated CRM processes.
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How can I connect my RD Station account to Attio using Latenode?
To connect your RD Station account to Attio on Latenode, follow these steps:
Can I sync new RD Station leads to Attio?
Yes, you can! Latenode allows you to automatically sync new leads from RD Station to Attio, enriching your contact database with real-time marketing data and improving sales outreach.
What types of tasks can I perform by integrating RD Station with Attio?
Integrating RD Station with Attio allows you to perform various tasks, including:
How does Latenode handle data transformation?
Latenode uses visual data mapping and Javascript blocks for complex transformations, ensuring RD Station and Attio data is seamlessly compatible.
Are there any limitations to the RD Station and Attio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: