RD Station and ClickUp Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Automatically create ClickUp tasks from new RD Station leads, ensuring no lead is missed. Latenode's visual editor simplifies complex lead workflows, while affordable pay-by-execution pricing scales as you grow without breaking the bank.

Swap Apps

RD Station

ClickUp

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect RD Station and ClickUp

Create a New Scenario to Connect RD Station and ClickUp

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 ClickUp will be your first step. To do this, click "Choose an app," find RD Station or ClickUp, 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.

+
1

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.

+
1

RD Station

Node type

#1 RD Station

/

Name

Untitled

Connection *

Select

Map

Connect RD Station

Sign In
⏡

Run node once

Add the ClickUp Node

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

1

RD Station

βš™

+
2

ClickUp

Authenticate ClickUp

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

1

RD Station

βš™

+
2

ClickUp

Node type

#2 ClickUp

/

Name

Untitled

Connection *

Select

Map

Connect ClickUp

Sign In
⏡

Run node once

Configure the RD Station and ClickUp Nodes

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

1

RD Station

βš™

+
2

ClickUp

Node type

#2 ClickUp

/

Name

Untitled

Connection *

Select

Map

Connect ClickUp

ClickUp Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

⏡

Run node once

Set Up the RD Station and ClickUp 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.
5

JavaScript

βš™

6

AI Anthropic Claude 3

βš™

+
7

ClickUp

1

Trigger on Webhook

βš™

2

RD Station

βš™

βš™

3

Iterator

βš™

+
4

Webhook response

Save and Activate the Scenario

After configuring RD Station, ClickUp, 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 ClickUp integration works as expected. Depending on your setup, data should flow between RD Station and ClickUp (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 ClickUp

RD Station + ClickUp + Slack: When a new lead conversion occurs in RD Station, a task is created in ClickUp to follow up with the lead, and a notification is sent to a designated sales channel in Slack to alert the team.

ClickUp + RD Station + Google Sheets: When a task is updated in ClickUp, the contact information in RD Station is updated, and the project details are logged in a Google Sheet.

RD Station and ClickUp 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 ClickUp

Connect ClickUp to Latenode and automate project task management. Trigger actions based on events, sync tasks across platforms, or generate reports. Latenode adds flexibility with custom JavaScript, AI tools, and a visual interface to orchestrate complex ClickUp workflows without expensive per-step costs. Simplify project automation.

See how Latenode works

FAQ RD Station and ClickUp

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

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

Can I automatically create ClickUp tasks from new RD Station leads?

Yes! With Latenode, instantly create ClickUp tasks when new leads appear in RD Station. Manage leads more effectively and boost sales team productivity. Try our visual editor!

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

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

  • Create ClickUp tasks for new RD Station leads.
  • Update ClickUp task statuses based on RD Station lead lifecycle stages.
  • Add RD Station lead information to ClickUp task descriptions.
  • Trigger RD Station marketing actions when ClickUp tasks are completed.
  • Sync RD Station contact data with corresponding ClickUp tasks.

How secure is my RD Station data when using Latenode integrations?

Latenode uses advanced encryption and security protocols to protect your RD Station data and ensure secure integrations.

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

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

  • Complex RD Station custom fields might require custom JavaScript code.
  • Real-time data syncing depends on the RD Station and ClickUp API rate limits.
  • Certain advanced RD Station features may not have direct ClickUp equivalents.

Try now