RD Station and Wealthbox Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Automatically create Wealthbox contacts from new RD Station leads. Latenode's visual editor makes custom field mapping easy, and JavaScript nodes allow data transformations, scaling lead management efficiently.

Swap Apps

RD Station

Wealthbox

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect RD Station and Wealthbox

Create a New Scenario to Connect RD Station and Wealthbox

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 Wealthbox will be your first step. To do this, click "Choose an app," find RD Station or Wealthbox, 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.

+
1

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.

+
1

RD Station

Node type

#1 RD Station

/

Name

Untitled

Connection *

Select

Map

Connect RD Station

Sign In

Run node once

Add the Wealthbox Node

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

1

RD Station

+
2

Wealthbox

Authenticate Wealthbox

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

1

RD Station

+
2

Wealthbox

Node type

#2 Wealthbox

/

Name

Untitled

Connection *

Select

Map

Connect Wealthbox

Sign In

Run node once

Configure the RD Station and Wealthbox Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

1

RD Station

+
2

Wealthbox

Node type

#2 Wealthbox

/

Name

Untitled

Connection *

Select

Map

Connect Wealthbox

Wealthbox Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the RD Station and Wealthbox 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.
5

JavaScript

6

AI Anthropic Claude 3

+
7

Wealthbox

1

Trigger on Webhook

2

RD Station

3

Iterator

+
4

Webhook response

Save and Activate the Scenario

After configuring RD Station, Wealthbox, 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 Wealthbox integration works as expected. Depending on your setup, data should flow between RD Station and Wealthbox (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 Wealthbox

RD Station + Wealthbox + Google Sheets: When a new lead conversion occurs in RD Station, find or create the contact in Wealthbox. Then, add a row in Google Sheets to track the lead conversion details.

Wealthbox + RD Station + Slack: When a deal is won in Wealthbox, check if the contact exists in RD Station. If it does, send a Slack message to a channel announcing the closed deal and the originating RD Station campaign.

RD Station and Wealthbox 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 Wealthbox

Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.

See how Latenode works

FAQ RD Station and Wealthbox

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

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

Can I automatically update Wealthbox contacts from new RD Station leads?

Yes, you can! Latenode allows real-time data sync using visual workflows. Keep your Wealthbox contact data current, boosting sales efficiency and personalization.

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

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

  • Create new Wealthbox contacts from new RD Station leads automatically.
  • Update Wealthbox contact details when information changes in RD Station.
  • Trigger Wealthbox tasks based on RD Station lead scoring events.
  • Log RD Station email interactions within Wealthbox contact histories.
  • Segment Wealthbox contacts based on RD Station conversion events.

What RD Station event triggers are available in Latenode?

Latenode supports triggers like new leads, lead conversion, email events and custom events, enabling responsive automations.

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

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

  • Historical data migration is not supported directly within the integration.
  • Complex data transformations may require custom JavaScript code.
  • Rate limits on the RD Station and Wealthbox APIs may affect high-volume workflows.

Try now