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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.
Connect RD Station and Teamwork in minutes with Latenode.
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Create a New Scenario to Connect RD Station and Teamwork
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
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 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.
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.
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.
Set Up the RD Station and Teamwork 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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Teamwork
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, Teamwork, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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 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.
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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:
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:
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: