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Sync RD Station leads with Bexio contacts for streamlined sales. Latenode’s visual editor simplifies complex logic, while affordable execution-based pricing scales with your success. Automate custom nurturing campaigns using JavaScript.
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Create a New Scenario to Connect RD Station and Bexio
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 Bexio will be your first step. To do this, click "Choose an app," find RD Station or Bexio, 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 Bexio Node
Next, click the plus (+) icon on the RD Station node, select Bexio from the list of available apps, and choose the action you need from the list of nodes within Bexio.
RD Station
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Bexio
Authenticate Bexio
Now, click the Bexio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bexio settings. Authentication allows you to use Bexio through Latenode.
Configure the RD Station and Bexio 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 Bexio 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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Bexio
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, Bexio, 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 Bexio integration works as expected. Depending on your setup, data should flow between RD Station and Bexio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RD Station + Bexio + Slack: When a new lead is qualified (converted) in RD Station, a new contact is created in Bexio. Then, a notification is sent to a specified Slack channel to inform the sales team about the new contact.
Bexio + RD Station + Google Sheets: When an invoice is paid in Bexio, the lead status is updated in RD Station to 'Won Deal', and the payment information is logged in a Google Sheets spreadsheet for tracking and reporting.
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 Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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How can I connect my RD Station account to Bexio using Latenode?
To connect your RD Station account to Bexio on Latenode, follow these steps:
Can I update Bexio contacts with new RD Station leads?
Yes, you can! Latenode's visual editor simplifies mapping RD Station lead data to Bexio contacts, ensuring your customer information stays synchronized and up-to-date.
What types of tasks can I perform by integrating RD Station with Bexio?
Integrating RD Station with Bexio allows you to perform various tasks, including:
Can I use JavaScript to transform data between RD Station and Bexio?
Yes! Latenode's JavaScript blocks let you customize data transformation for advanced integrations beyond simple field mapping.
Are there any limitations to the RD Station and Bexio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: