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Automatically create Scoro projects from new RD Station leads to hand off marketing qualified opportunities to sales, customizing the flow with JavaScript and scaling affordably on Latenode.
Connect RD Station and Scoro in minutes with Latenode.
Create RD Station to Scoro workflow
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Create a New Scenario to Connect RD Station and Scoro
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 Scoro will be your first step. To do this, click "Choose an app," find RD Station or Scoro, 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 Scoro Node
Next, click the plus (+) icon on the RD Station node, select Scoro from the list of available apps, and choose the action you need from the list of nodes within Scoro.
RD Station
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Scoro
Authenticate Scoro
Now, click the Scoro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Scoro settings. Authentication allows you to use Scoro through Latenode.
Configure the RD Station and Scoro 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 Scoro 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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Scoro
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, Scoro, 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 Scoro integration works as expected. Depending on your setup, data should flow between RD Station and Scoro (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RD Station + Scoro + Slack: When a new lead conversion occurs in RD Station, a new client record is created in Scoro. Subsequently, a welcome message is sent to a designated Slack channel.
Scoro + RD Station + Google Sheets: When a project is updated in Scoro, the corresponding client data is updated in RD Station. Project metrics are then logged in a Google Sheet.
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 Scoro
Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.
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How can I connect my RD Station account to Scoro using Latenode?
To connect your RD Station account to Scoro on Latenode, follow these steps:
Can I automatically update Scoro tasks from new RD Station leads?
Yes, you can! Latenode allows real-time synchronization, instantly creating or updating Scoro tasks when new leads are added to RD Station. Scale effortlessly with our no-code and code blocks.
What types of tasks can I perform by integrating RD Station with Scoro?
Integrating RD Station with Scoro allows you to perform various tasks, including:
HowsecureistheRDStationintegrationwithLatenode?
Latenodeemploysrobustsecuritymeasurestoprotectyourdata.Weuseencryptionandsecureauthenticationprotocols,ensuringsafecommunicationsbetweenRDStationandScoro.
Are there any limitations to the RD Station and Scoro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: