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RD Station CRM + NodeHub

Manage RD Station CRM contacts, organizations, deals and their products, tasks, notes, pipelines, campaigns and custom fields.

Explore 64 workflow actions for RD Station CRM, including account permissions and operation limits.

34 read actions30 write actions
WORKFLOW ACTIONS

What you can configure.

Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.

Check token

Read

Check token in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Create activity

Write

Create activity in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create campaign

Write

Create campaign in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create contact

Write

Create contact in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create custom field

Write

Create custom field in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create deal

Write

Create deal in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create lost reason

Write

Create lost reason in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create organization

Write

Create organization in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create pipeline

Write

Create pipeline in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create product

Write

Create product in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create product to deal

Write

Create product to deal in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create products to deal

Write

Create products to deal in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create source

Write

Create source in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create stage

Write

Create stage in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create task

Write

Create task in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete custom field

Write

Delete custom field in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete product from deal

Write

Delete product from deal in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete products from deal

Write

Delete products from deal in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Get campaign

Read

Get campaign in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Get contact

Read

Get contact in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Get current user

Read

Get current user in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Get custom field

Read

Get custom field in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Get deal

Read

Get deal in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Get lost reason

Read

Get lost reason in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Get organization

Read

Get organization in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Get pipeline

Read

Get pipeline in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Get product

Read

Get product in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Get source

Read

Get source in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Get stage

Read

Get stage in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Get task

Read

Get task in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Get team

Read

Get team in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Get user

Read

Get user in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Get webhook

Read

Get webhook in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List activities

Read

List activities in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List campaigns

Read

List campaigns in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List contacts

Read

List contacts in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List contacts from organization

Read

List contacts from organization in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List custom fields

Read

List custom fields in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List deal contacts

Read

List deal contacts in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List deals

Read

List deals in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List lost reasons

Read

List lost reasons in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List organizations

Read

List organizations in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List pipelines

Read

List pipelines in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List products

Read

List products in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List products from deal

Read

List products from deal in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List sources

Read

List sources in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List stages

Read

List stages in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List tasks

Read

List tasks in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List teams

Read

List teams in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List users

Read

List users in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

List webhooks

Read

List webhooks in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

Update campaign

Write

Update campaign in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update contact

Write

Update contact in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update custom field

Write

Update custom field in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update deal

Write

Update deal in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update lost reason

Write

Update lost reason in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update organization

Write

Update organization in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update pipeline

Write

Update pipeline in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update product

Write

Update product in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update product from deal

Write

Update product from deal in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update products from deal

Write

Update products from deal in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update source

Write

Update source in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update stage

Write

Update stage in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update task

Write

Update task in RD Station CRM.

Permissions and limits

Account permissions

  • An RD Station CRM user token

A repeated request may repeat the external action. Review the previous result before retrying a write.

SETUP

Start with a controlled test.

01Connect the intended account

Use the account and permissions required for your process. Review the connection check before configuring a workflow action.

02Review inputs and access

Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.

03Confirm the result

Inspect step outputs and confirm the result in RD Station CRM. A saved workflow is not a completed provider action.

Follow the workflow quickstart
EXPLORE YOUR STACK

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