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Automatically update RD Station with parsed document data from Docparser, streamlining lead enrichment. Latenode’s visual editor makes data mapping easier, and affordable execution costs mean lower CRM maintenance.
Connect RD Station and Docparser in minutes with Latenode.
Create RD Station to Docparser workflow
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Create a New Scenario to Connect RD Station and Docparser
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 Docparser will be your first step. To do this, click "Choose an app," find RD Station or Docparser, 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 Docparser Node
Next, click the plus (+) icon on the RD Station node, select Docparser from the list of available apps, and choose the action you need from the list of nodes within Docparser.
RD Station
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Docparser
Authenticate Docparser
Now, click the Docparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docparser settings. Authentication allows you to use Docparser through Latenode.
Configure the RD Station and Docparser 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 Docparser 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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Docparser
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, Docparser, 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 Docparser integration works as expected. Depending on your setup, data should flow between RD Station and Docparser (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Docparser + RD Station + Google Sheets: When Docparser parses a document and extracts contact details, a new lead is created in RD Station. The lead's data is then recorded in a Google Sheets spreadsheet for tracking and analysis.
Docparser + RD Station + Slack: When Docparser extracts a signed contract from a document, the lead status in RD Station is updated to 'Won Deal'. A notification is then sent to a designated Slack channel to inform the sales team of the successful contract.
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 Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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How can I connect my RD Station account to Docparser using Latenode?
To connect your RD Station account to Docparser on Latenode, follow these steps:
Can I update RD Station contacts from parsed invoices?
Yes, you can! Latenode’s visual editor makes it easy to map data from Docparser directly to your RD Station contacts, automating lead enrichment with no code. Great for sales.
What types of tasks can I perform by integrating RD Station with Docparser?
Integrating RD Station with Docparser allows you to perform various tasks, including:
How reliably does RD Station data sync in Latenode?
Latenode offers robust error handling and monitoring, ensuring reliable RD Station data synchronization with detailed logs and alerts for every workflow.
Are there any limitations to the RD Station and Docparser integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: