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Automatically create Monday items from new RD Station leads to manage sales pipelines. Latenode’s flexible API and JavaScript blocks allow custom data transformations and complex routing at an affordable pay-by-execution price.
Connect RD Station and Monday in minutes with Latenode.
Create RD Station to Monday workflow
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RD Station
Monday
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Create a New Scenario to Connect RD Station and Monday
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 Monday will be your first step. To do this, click "Choose an app," find RD Station or Monday, 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 Monday Node
Next, click the plus (+) icon on the RD Station node, select Monday from the list of available apps, and choose the action you need from the list of nodes within Monday.
RD Station
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Monday
Authenticate Monday
Now, click the Monday node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Monday settings. Authentication allows you to use Monday through Latenode.
Configure the RD Station and Monday 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 Monday 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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Monday
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, Monday, 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 Monday integration works as expected. Depending on your setup, data should flow between RD Station and Monday (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RD Station + Monday + Slack: When a new lead conversion occurs in RD Station, a new item is created in Monday. Then, a notification is sent to a specified Slack channel to alert the sales team about the new lead.
Monday + RD Station + Google Sheets: When a column value is updated in Monday (representing task completion), the corresponding lead's status is updated in RD Station. Simultaneously, a new row is added to a Google Sheet to record the updated lead information.
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 Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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How can I connect my RD Station account to Monday using Latenode?
To connect your RD Station account to Monday on Latenode, follow these steps:
Can I automatically create Monday items from new RD Station leads?
Yes, easily! Latenode's visual editor allows you to trigger item creation in Monday from new RD Station leads, enhancing your lead management without code.
What types of tasks can I perform by integrating RD Station with Monday?
Integrating RD Station with Monday allows you to perform various tasks, including:
What level of RD Station plan do I need to use with Latenode?
Latenode integrates with RD Station plans that provide API access, allowing for data exchange and automation capabilities.
Are there any limitations to the RD Station and Monday integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: