RD Station and Beamer Integration

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Automatically update Beamer announcements based on new leads or changes in RD Station, creating personalized customer communication. Latenode's no-code editor makes this easy, and affordable pricing means scaling your outreach won't break the bank.

Swap Apps

RD Station

Beamer

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and Beamer

Create a New Scenario to Connect RD Station and Beamer

In the workspace, click the β€œCreate 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 Beamer will be your first step. To do this, click "Choose an app," find RD Station or Beamer, 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.

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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.

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Connect RD Station

Sign In
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Run node once

Add the Beamer Node

Next, click the plus (+) icon on the RD Station node, select Beamer from the list of available apps, and choose the action you need from the list of nodes within Beamer.

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Authenticate Beamer

Now, click the Beamer node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Beamer settings. Authentication allows you to use Beamer through Latenode.

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Configure the RD Station and Beamer Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Beamer Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the RD Station and Beamer 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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Save and Activate the Scenario

After configuring RD Station, Beamer, 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 β€œRun once” and triggering an event to check if the RD Station and Beamer integration works as expected. Depending on your setup, data should flow between RD Station and Beamer (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 Beamer

RD Station + Beamer + Slack: When a new lead conversion occurs in RD Station, a new post is created in Beamer to announce it. Then, a message is sent to a designated Slack channel to notify the sales team.

Beamer + Google Sheets + RD Station: When a new announcement is posted in Beamer, a new row is added to a Google Sheet to track announcements. The sheet data then updates lead information in RD Station.

RD Station and Beamer 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.

About Beamer

Use Beamer in Latenode to automate product update notifications based on user behavior. Trigger targeted announcements directly within your workflows. Combine Beamer with Latenode's data transformation and scheduling tools for more precise and automated communication. Scale your outreach without complex coding.

See how Latenode works

FAQ RD Station and Beamer

How can I connect my RD Station account to Beamer using Latenode?

To connect your RD Station account to Beamer 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 Beamer accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger Beamer updates from new RD Station leads?

Yes, you can! Latenode allows you to automatically trigger Beamer updates whenever a new lead is created in RD Station, ensuring real-time announcements and personalized onboarding flows.

What types of tasks can I perform by integrating RD Station with Beamer?

Integrating RD Station with Beamer allows you to perform various tasks, including:

  • Automatically announce new RD Station leads within Beamer's changelog.
  • Personalize Beamer announcements based on RD Station lead data.
  • Segment Beamer users based on RD Station conversion events.
  • Trigger targeted Beamer updates based on lead scoring in RD Station.
  • Send customized welcome messages in Beamer for new RD Station leads.

What RD Station data can I access within Latenode workflows?

You can access comprehensive RD Station lead data, including custom fields, events, and lead scores to personalize user experiences.

Are there any limitations to the RD Station and Beamer integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data from RD Station might require custom scripting for initial import.
  • Complex RD Station segmentation may need advanced workflow logic.
  • Beamer's API rate limits can affect very high-volume RD Station updates.

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