RD Station

The RD Station modules allow you to watch, create, update, retrieve, list, and delete the contacts, custom fields, contact funnels, and events in your RD Station account.

Getting Started with RD Station

Prerequisites

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting RD Station to Make

  1. Go to Make and open the RD Station module's Create a connection dialog.

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  2. Select the account you want to connect to and click Continue.

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  3. Confirm the access by clicking Continue.

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The connection has been established.

Leads

Triggers when a lead is marked as an opportunity.

Note

You do not have to add the webhooks in the RD Station as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your RD Station account.

Include

Select the relations whose opportunities you want to watch.

Triggers when a new lead is created.

Note

You do not have to add the webhooks in the RD Station as it is automatically done for you once you add and save an instant trigger module to your scenario.

Note

The Watch New Lead Conversion trigger works only via API. If you create a lead conversion manually in the RD Station user interface, no triggers are returned. Use Create a Conversion Event to receive triggers.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your RD Station account.

Include

Select the relations whose opportunities you want to watch.

Event Identifier

Add the event identifiers.The identifiers from the events that must trigger the webhook. Leave the field blank if you want to receive all events.

Contacts

Returns data about a specific contact.

Connection

Establish a connection to your RD Station account.

Search By

Select or map the option to search the contact:

  • Contact ID

  • Email

Contact ID

Select or map the Contact ID whose details you want to retrieve.

Email

Enter (map) the contact's email address.

Creates a contact.

Connection

Establish a connection to your RD Station account.

Email

Enter (map) the contact's email address.

Name

Enter (map) the contact's name.

BIO

Enter (map) the contact's bio details.

Job Title

Enter (map) the contact's job title.

LinkedIn

Enter (map) the contact's LinkedIn profile URL address or ID.

Facebook

Enter (map) the contact's Facebook ID or URL address.

Twitter

Enter (map) the contact's Twitter ID or URL address.

City

Enter (map) the contact's city name.

State

Enter (map) the contact's state name.

Country

Enter (map) the contact's country name.

Personal Phone

Enter (map) the contact's personal phone number.

Mobile Phone

Enter (map) the contact's mobile phone number.

Website

Enter (map) the contact's or contact company's website URL address.

Tags

Enter (map) the contact's tags.

Legal Bases

Add the legal bases for the contact:

Category

Select or map the legal base category. For example, communications.

Status

Select or map the status of the category.

Type

Select or map the type of the legal base category.

Custom Fields

Add the custom fields for the contact and their value. For example, address.

Updates a contact.

Connection

Establish a connection to your RD Station account.

Contact ID

Select or map the Contact ID whose details you want to update.

Email

Enter (map) the contact's email address.

Name

Enter (map) the contact's name.

BIO

Enter (map) the contact's bio details.

Job Title

Enter (map) the contact's job title.

LinkedIn

Enter (map) the contact's LinkedIn profile URL address or ID.

Facebook

Enter (map) the contact's Facebook ID or URL address.

Twitter

Enter (map) the contact's Twitter ID or URL address.

City

Enter (map) the contact's city name.

State

Enter (map) the contact's state name.

Country

Enter (map) the contact's country name.

Personal Phone

Enter (map) the contact's personal phone number.

Mobile Phone

Enter (map) the contact's mobile phone number.

Website

Enter (map) the contact's or contact company's website URL address.

Tags

Enter (map) the contact's tags.

Legal Bases

Add the legal bases for the contact:

Category

Select or map the legal base category. For example, communications.

Status

Select or map the status of the category.

Type

Select or map the type of the legal base category.

Custom Fields

Add the custom fields for the contact and their value. For example, address.

Contact Funnels

Returns a funnel associated with the given contact.

Connection

Establish a connection to your RD Station account.

Search By

Select the option to search the contacts:

  • Email

  • Contact ID

Email

Enter the email address of the contact whose details you want to retrieve.

Contact ID

Enter the Contact ID whose details you want to retrieve.

Returns a funnel associated with the given contact.

Connection

Establish a connection to your RD Station account.

Search By

Select the option to search the contacts:

  • Email

  • Contact ID

Email

Enter the email address of the contact whose details you want to retrieve.

Contact ID

Enter the Contact ID whose details you want to retrieve.

Lifecycle Stage

Select or map the option whose funnel you want to update:

  • Client

  • Qualified Lead

  • Lead

Opportunity

Select whether the contact is an opportunity.

Contact Owner Email

Enter (map) the contact owner's email address.

Custom Fields

Returns a list of fields and their attributes from the current account.

Connection

Establish a connection to your RD Station account.

Limit

Set the maximum number of custom fields Make should return during one scenario execution cycle.

Creates a field for the current account.

Connection

Establish a connection to your RD Station account.

Label

Enter the label of the custom field. For example, select options.

Name

Enter the name of the field. For example, the Country.

Presentation Type

Select the presentation type for the custom field. For example, Check Box, Multiple Choice.

Validation options

Add the options if the presentation type has multiple options:

Value

Enter the value that represents the field.

Label

Enter the label of the presentation type. For example, option 1.

Updates a field for the current account. IT supports partial updates.

Connection

Establish a connection to your RD Station account.

Custom Field ID

Select the Custom Field ID whose details you want to update.

Label

Enter the label of the custom field. For example, select options.

Name

Enter the name of the field. For example, the Country.

Presentation Type

Select the presentation type for the custom field. For example, Check Box, Multiple Choice.

Validation options

Add the options if the presentation type has multiple options:

Value

Enter the value that represents the field.

Label

Enter the label of the presentation type. For example, option 1.

Deletes a field from the current account.

Connection

Establish a connection to your RD Station account.

Select Identifier

Select the custom field you want to delete. For example, the Country.

Events

Registers a new conversion event for a contact.

Connection

Establish a connection to your RD Station account.

Event Identifier

Enter the event for which you want to create.

Email

Enter the email address of the contact to sent conversion.

Name

Enter the name of the contact.

Job Title

Enter the position of the contact.

State

Enter the contact's state name.

City

Enter the contact's city name.

Country

Enter the contact's country name.

Personal Phone

Enter the contact's personal phone number.

Mobile Phone

Enter the contact's mobile phone number.

Twitter

Enter the contact's Twitter profile details of the contact.

Facebook

Enter the contact's Facebook profile details of the contact.

LinkedIn

Enter the contact's LinkedIn profile link of the contact.

Website

Enter the contact's Website URL address details of the contact.

Custom Fields

Add the custom fields.

Company Site

Enter the contact's company website URL address.

Company Address

Enter the contact's company address.

Client Tracking ID

Enter the Client Tracking ID cookie. For example, 43b00843-09af-4fae-bf9d-a0697640b808

Traffic Source

Enter the value of either a __trf.srccookie, base 64 encoded, or a UTM source parameter.

If passing a cookie then you must leave the Traffic Medium, Traffic Campaign, and Traffic Value fields blank.

Traffic Medium

Enter the UTM medium parameters.

Traffic Campaign

Enter the UTM campaign parameters.

Traffic Value

Enter the UTM value parameters.

Tags

Enter the tags related to the contact.

Available for Mailing

Select whether the contact is able to receive emails:

  • Yes

  • No

  • Not defined

Legal Bases

Add the legal bases:

Category

Select the category for which you want to add the legal base.

Status

Select the status of the base.

Type

Select the base.

Marks a specified lead as won or lost.

Connection

Establish a connection to your RD Station account.

Email of the Contact

Enter (map) the email address of the contact for whom you want to create a mark opportunity event.

Marks a specified lead as won or lost.

Connection

Establish a connection to your RD Station account.

Mark as

Select the option for the lead to mark as:

  • Won

  • Lost

Email

Enter the email address of the contact or lead.

Value

Enter the amount won.

Lost Reason

Enter the reason for losing the lead.

This event is recorded whenever an order is placed on e-commerce.

Connection

Establish a connection to your RD Station account.

Email of the Contact

Enter (map) the email address of the contact whose order event you want to create.

Order ID

Enter (map) the Order ID whose event you want to create.

Order Total Item

Enter (map) the number of total items.

Order Status

Enter (map) the status of the order. For example, granted or declined.

Order Payment Method

Select or map the payment method used for the order: For example, Credit Card.

Order Payment Amount

Enter (map) the amount paid for the order.

Name of the Contact

Enter (map) the contact's name.

Legal Bases

Add the legal bases for the cart event:

Category

Select or map the category of the legal base. For example, Data Processing.

Status

Select or map the status of the legal base.

Type

Select or map the type of the legal base.

This event is recorded whenever an order with a specific item is placed on an e-commerce platform.

Connection

Establish a connection to your RD Station account.

Email of the Contact

Enter (map) the email address of the contact whose order event you want to create.

Order ID

Enter (map) the Order ID whose event you want to create.

Order Product ID

Enter (map) the Order Product ID.

Order Product SKU

Enter (map) the Order Product SKU number.

Name of the Contact

Enter (map) the contact's name.

Legal Bases

Add the legal bases for the cart event:

Category

Select or map the category of the legal base. For example, Data Processing.

Status

Select or map the status of the legal base.

Type

Select or map the type of the legal base.

This event is recorded whenever a cart is abandoned on an e-commerce platform.

Connection

Establish a connection to your RD Station account.

Email of the Contact

Enter (map) the email address of the contact.

Cart ID

Enter (map) the Cart ID.

Cart Total Items

Enter (map) the total number of items added to the cart.

Cart Status

Enter (map) the cart status. For example, granted or declined.

Name of the Contact

Enter (map) the name of the contact.

Legal Bases

Add the legal bases for the cart event:

Category

Select or map the category of the legal base. For example, Data Processing.

Status

Select or map the status of the legal base.

Type

Select or map the type of the legal base.

This event is recorded whenever a cart is abandoned with a specific item on an e-commerce platform.

Connection

Establish a connection to your RD Station account.

Email of the Contact

Enter (map) the contact's email address whose abandoned cart event you want to create.

Cart ID

Enter (map) the Cart ID.

Cart Product ID

Enter (map) the Cart Product ID.

Cart Product SKU

Enter (map) the cart products SKU number.

Name of the Contact

Enter (map) the name of the contact.

Legal Bases

Add the legal bases for the cart event:

Category

Select or map the category of the legal base. For example, Data Processing.

Status

Select or map the status of the legal base.

Type

Select or map the type of the legal base.

This event is recorded whenever a call is ended.

Connection

Establish a connection to your RD Station account.

Call from Number

Enter (map) the number from which the call is made whose call finish event you want to create. For example, +551112341234.

Call Status

Enter (map) the status of the call. For example, In Progress.

Lead Email

Enter (map) the lead's email address.

Lead Name

Enter (map) the lead name.

Company Name

Enter (map) the lead's company name.

Company Site

Enter (map) the lead's company website address.

Job Title

Enter (map) the lead's job title.

Personal Phone

Enter (map) the lead's personal phone number.

Call User Email

Enter (map) the email address of the user who made the call.

Call Started at

Enter (map) the date and time when the call has begun. See the list of supported date and time formats.

Call Duration

Enter (map) the call duration in seconds.

Call Type

Select or map the call type:

  • Inbound

  • Outbound

Call Status Description

Enter (map) the call status details.

Call Phone Type

Select or map the call phone type:

  • Mobile

  • Commercial

Call Carrier

Enter (map) the call carrier device details.

Call Record

Enter (map) the call recording URL address.

Legal Base

Add the legal bases for the call event:

Category

Select or map the category of the legal base. For example, Data Processing.

Status

Select or map the status of the legal base.

Type

Select or map the type of the legal base.

This event is recorded whenever a media playback is initiated / event.

Connection

Establish a connection to your RD Station account.

Media Playback

Select or map the media playback option:

  • Started

  • Finished

Media Identifier

Enter (map) the media identifier details.

Media Type

Select or map the media type:

  • Audio

  • Video

Lead Email

Enter (map) the lead's email address.

Lead Name

Enter (map) the lead's name.

Company Name

Enter (map) the lead's company name.

Company Site

Enter (map) the lead's company website URL address.

Job Title

Enter (map) the lead's job title.

Personal Phone

Enter (map) the lead's personal phone number.

Mobile Phone

Enter (map) the lead's mobile phone number.

Twitter

Enter (map) the lead's or lead's company's Twitter ID.

Facebook

Enter (map) the lead's or lead's Facebook ID.

Website

Enter (map) the lead's or lead's company website address.

Media Metadata

Enter (map) the media's audio or video URL address.

Media Recorded Content

Select whether the media is a recording file.

Media Category

Enter (map) the media category. For example, Marketing.

Media Duration

Enter (map) the duration of the media file in seconds.

Media Published Date Timestamp

Enter (map) the date and time of the media publishing. Must be in RFC 3339 datetime format (example: '2019-03-15T15:00:00.05Z'). See the list of supported date and time formats.

Legal Bases

Add the legal bases for the media playback:

Category

Select or map the category of the legal base. For example, Data Processing.

Status

Select or map the status of the legal base.

Type

Select or map the type of the legal base.

This event is recorded whenever a chat is initiated / event

Connection

Establish a connection to your RD Station account.

Chat Event

Select or map the event:

  • Started

  • Finished

Chat Subject

Enter (map) the chat subject details.

Chat Status

Select or map the chat status:

  • Offline

  • Online

Email of the Contact

Enter (map) the email address of the contact who is part of the chat.

Name of the Contact

Enter (map) the name of the contact.

Chat Type

Enter (map) the chat type.

Birthdate

Enter (map) the birth date of the contact. See the list of supported date and time formats.

Gender

Enter (map) the contact's gender. For example, male.

Job Title

Enter (map) the contact's job position name.

Personal Phone

Enter (map) the contact's personal phone number.

Mobile Phone

Enter (map) the contact's mobile number.

Twitter

Enter (map) the contact's or contact company's Twitter ID.

Facebook

Enter (map) the contact's or contact company's Facebook ID or URL address.

LinkedIn

Enter (map) the contact's or contact's company's LinkedIn ID.

Website

Enter (map) the contact's or contact company's website URL address.

Company Name

Enter (map) the contact's company name.

Company Site

Enter (map) the company's website of the contact

Legal Bases

Add the legal bases for the chat:

Category

Select or map the category of the legal base. For example, Data Processing.

Status

Select or map the status of the legal base.

Type

Select or map the type of the legal base.

Other

Returns the RD Station Marketing tracking code can be embedded on websites or CMS.

Returns the account name from your RD Station Marketing account.

Performs an arbitrary authorized API call.

Connection

Establish a connection to your RD Station account.

URL

Enter a path relative to https://api.rd.services. For example: /marketing/account_info

Note

For the list of available endpoints, refer to the RD Station API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns the account information from your RD Station account:

URL:

/marketing/account_info

Method:

GET

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Matches of the search can be found in the module's Output under Bundle > Body.

In our example, the specified account information is returned:

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