RD Station and Monday Integration

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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.

Swap Apps

RD Station

Monday

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and Monday

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.

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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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Connect RD Station

Sign In

Run node once

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.

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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.

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RD Station

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Monday

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Connect Monday

Sign In

Run node once

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.

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RD Station

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Connect Monday

Monday Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the RD Station and Monday 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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AI Anthropic Claude 3

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Monday

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Trigger on Webhook

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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.

Most powerful ways to connect RD Station and Monday

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.

RD Station and Monday 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 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.

See how Latenode works

FAQ RD Station and Monday

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:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select RD Station and click on "Connect".
  • Authenticate your RD Station and Monday accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Automatically creating new Monday items for qualified RD Station leads.
  • Updating Monday item statuses when deals change in RD Station.
  • Adding RD Station lead data to existing Monday items.
  • Triggering RD Station marketing actions from Monday project updates.
  • Synchronizing contact information between RD Station and Monday.

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:

  • Complex data transformations may require custom JavaScript code.
  • Rate limits of RD Station and Monday APIs can impact high-volume workflows.
  • Real-time synchronization depends on the polling frequency configured in Latenode.

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