RD Station and ConvertAPI Integration

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Automatically enhance RD Station leads by converting file attachments into optimized formats with ConvertAPI, all within Latenode’s visual editor. Benefit from affordable execution-based pricing as you scale and customize your data enrichment workflows with JavaScript.

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RD Station

ConvertAPI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and ConvertAPI

Create a New Scenario to Connect RD Station and ConvertAPI

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

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Sign In

Run node once

Add the ConvertAPI Node

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

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ConvertAPI

Authenticate ConvertAPI

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

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Connect ConvertAPI

Sign In

Run node once

Configure the RD Station and ConvertAPI 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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The action ID

Run node once

Set Up the RD Station and ConvertAPI 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, ConvertAPI, 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 ConvertAPI integration works as expected. Depending on your setup, data should flow between RD Station and ConvertAPI (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 ConvertAPI

RD Station + ConvertAPI + Google Drive: When a new lead conversion occurs in RD Station, convert the lead's document using ConvertAPI and then store the converted file in a specified folder in Google Drive.

ConvertAPI + RD Station + Slack: After a file is converted using ConvertAPI, this automation finds the associated lead in RD Station (assuming lead information is somehow contained within the file conversion process) and then sends a notification to a designated Slack channel to alert the sales team about the successful document conversion.

RD Station and ConvertAPI 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 ConvertAPI

Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.

RD Station + ConvertAPI integration

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FAQ RD Station and ConvertAPI

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

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

Can I automatically personalize RD Station marketing emails with ConvertAPI-generated PDFs?

Yes, you can! Latenode's visual editor makes it simple to trigger ConvertAPI to create personalized PDFs, then attach them to RD Station emails, boosting engagement.

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

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

  • Generate personalized reports triggered by RD Station form submissions.
  • Automatically convert leads' documents into accessible PDF formats.
  • Create marketing materials dynamically using RD Station data.
  • Watermark sensitive documents based on lead scoring in RD Station.
  • Archive RD Station lead data as standardized, searchable PDFs.

How does Latenode handle RD Station API rate limits effectively?

Latenode's advanced queueing and error handling automatically manages RD Station API rate limits, ensuring reliable automation even during peak times.

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

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

  • Complex document conversions may require substantial ConvertAPI processing time.
  • RD Station API limitations still apply within Latenode workflows.
  • Large-scale PDF generation can consume a significant number of ConvertAPI credits.

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