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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.
Connect RD Station and Wealthbox in minutes with Latenode.
Create RD Station to Wealthbox workflow
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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.
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 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.
RD Station
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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.
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.
Set Up the RD Station and Wealthbox 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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Wealthbox
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, 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.
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.
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 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.
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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:
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:
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: