RD Station and Teamwork Integration

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Automatically create Teamwork tasks from new RD Station leads, ensuring seamless sales to project handoffs. Latenode's visual editor and affordable execution-based pricing make complex lead management workflows easier and more scalable than ever before.

RD Station + Teamwork integration

Connect RD Station and Teamwork in minutes with Latenode.

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Automate your workflow

Swap Apps

RD Station

Teamwork

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

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How to connect RD Station and Teamwork

Create a New Scenario to Connect RD Station and Teamwork

In the workspace, click the β€œCreate 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 Teamwork will be your first step. To do this, click "Choose an app," find RD Station or Teamwork, 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
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Run node once

Add the Teamwork Node

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

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RD Station

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Teamwork

Authenticate Teamwork

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

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Teamwork

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Connect Teamwork

Sign In
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Run node once

Configure the RD Station and Teamwork 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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Connect Teamwork

Teamwork Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

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Run node once

Set Up the RD Station and Teamwork 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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Trigger on Webhook

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Save and Activate the Scenario

After configuring RD Station, Teamwork, 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 β€œRun once” and triggering an event to check if the RD Station and Teamwork integration works as expected. Depending on your setup, data should flow between RD Station and Teamwork (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 Teamwork

RD Station + Teamwork + Slack: When a deal reaches the 'Won' stage in RD Station, create a new project in Teamwork and send a notification to a specified Slack channel to inform the relevant team about the new project.

Teamwork + RD Station + Google Sheets: When a task is marked as complete in Teamwork, update the corresponding lead's information in RD Station and log the update, including the task details and lead information, in a Google Sheets spreadsheet.

RD Station and Teamwork 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 Teamwork

Streamline project tasks in Teamwork via Latenode. Automatically create, update, or close tasks based on triggers from other apps like Slack or email. Improve project tracking and team coordination by connecting Teamwork to your workflows. Use Latenode for complex logic and custom data routing without code.

See how Latenode works

FAQ RD Station and Teamwork

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

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

Can I create Teamwork tasks from new RD Station leads?

Yes, you can! With Latenode, automate task creation in Teamwork when a new lead is captured in RD Station, ensuring prompt follow-up and improved lead management.

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

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

  • Create Teamwork projects from new RD Station qualified leads.
  • Update Teamwork task statuses based on RD Station lead lifecycle stages.
  • Send RD Station lead data to Teamwork as custom field values.
  • Trigger RD Station marketing automation flows from Teamwork task completion.
  • Generate reports combining sales and project data from both platforms.

Can I use JavaScript code to transform data between RD Station and Teamwork?

Yes! Latenode's JavaScript code blocks let you customize data transformations between RD Station and Teamwork beyond simple field mapping.

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

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

  • Rate limits imposed by RD Station and Teamwork APIs may affect high-volume workflows.
  • Complex custom field mappings might require JavaScript for advanced transformations.
  • Historical data migration between RD Station and Teamwork is not supported directly.

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