RD Station and Google docs Integration

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Automatically create and update Google docs from RD Station form submissions, centralizing lead data. Latenode’s visual editor simplifies complex workflows, while JavaScript nodes unlock advanced document formatting, and affordable pricing makes it ideal for scaling marketing automations.

Swap Apps

RD Station

Google docs

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and Google docs

Create a New Scenario to Connect RD Station and Google docs

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 Google docs will be your first step. To do this, click "Choose an app," find RD Station or Google docs, 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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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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Run node once

Add the Google docs Node

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

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Authenticate Google docs

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

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Configure the RD Station and Google docs 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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Run node once

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

RD Station + Google Docs + Slack: When a new lead conversion occurs in RD Station, a personalized proposal is generated in Google Docs using a template. The sales team is then notified via Slack about the new proposal.

Google Docs + RD Station + Google Sheets: When a new document is created in Google Docs, the title is added to a Google Sheet along with view data from RD Station for content analysis. (RD Station views are simulated by a RD Station action call, as a direct view trigger isn't available).

RD Station and Google docs 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 Google docs

Automate document creation and updates with Google Docs in Latenode. Populate templates, extract text, and trigger workflows based on document changes. Connect Google Docs to CRMs, databases, or marketing tools to streamline content generation and approval processes. Less manual work, more consistent documents, and automated collaboration.

See how Latenode works

FAQ RD Station and Google docs

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

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

Can I automatically create personalized documents from new RD Station leads?

Yes, you can! Latenode enables automated document creation in Google docs whenever a new lead is captured in RD Station. Benefit from customized welcome kits, proposals, and more—automatically.

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

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

  • Generating contracts using RD Station lead data and storing them in Google Drive.
  • Creating personalized reports based on RD Station conversion data and storing them.
  • Updating prospect information in Google Sheets from new RD Station form submissions.
  • Automatically drafting email content from lead data in RD Station using Google docs.
  • Populating Google docs templates with data from new RD Station contact records.

How secure is my RD Station data when using the Latenode integration?

Latenode employs robust security measures, including encryption and secure authentication, to protect your RD Station data during integration and workflow execution.

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

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

  • Complex document formatting in Google docs might require custom scripting.
  • Real-time data synchronization depends on API availability and rate limits.
  • Very large document generation could experience processing delays.

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