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RD Station

Consume RD Station API

Actions5

Overview

This node integrates with the RD Station API to register new opportunities. Specifically, it allows you to create a new opportunity event for a contact (lead) in your RD Station account. This is useful for sales and marketing automation workflows where you want to track when a lead becomes an opportunity within a specific funnel.

Common scenarios:

  • Automatically marking leads as opportunities after qualifying them via other n8n automations.
  • Integrating CRM or form submissions to update RD Station with new opportunity events.
  • Triggering follow-up actions in RD Station based on external business logic.

Example:
When a user fills out a qualification form on your website, this node can be used to mark their email as a new opportunity in a specified sales funnel in RD Station.

Properties

Display Name Type Meaning
Email String Required. The primary email address of the lead to be marked as an opportunity.
Funnel Name String Required. The name of the funnel where the contact should be marked as an opportunity.
Call Status Hidden Internal use; defaults to "in_progress". Not relevant for the Opportunity resource.

Output

The node outputs a json object containing the response from the RD Station API after registering the new opportunity. The structure typically includes:

{
  "event_type": "OPPORTUNITY",
  "event_family": "CDP",
  "payload": {
    "email": "lead@example.com",
    "funnel_name": "Sales Funnel"
    // ...any additional fields if provided
  }
  // ...other metadata returned by RD Station
}
  • The main fields are event_type, event_family, and payload.
  • The payload contains the submitted data (at minimum, email and funnel_name).

Dependencies

  • External Service: Requires access to the RD Station API.
  • Authentication: Needs valid RD Station OAuth2 credentials configured in n8n (rdStationOAuth2Api).
  • Environment: No special environment variables required beyond standard n8n credential setup.

Troubleshooting

Common Issues:

  • Missing Required Fields: If Email or Funnel Name is not provided, the node will throw an error.
  • Invalid Email Format: The RD Station API may reject improperly formatted emails.
  • Authentication Errors: Invalid or expired OAuth2 credentials will cause authentication failures.
  • API Rate Limits: Excessive requests may be throttled by RD Station.

Error Messages:

  • "Missing required parameter": Ensure all required properties are filled.
  • "401 Unauthorized": Check your RD Station OAuth2 credentials.
  • "Invalid funnel name": Verify that the funnel name exists in your RD Station account.

Resolution Steps:

  • Double-check input property values.
  • Refresh or reconfigure your RD Station credentials in n8n.
  • Consult RD Station documentation for accepted funnel names and field formats.

Links and References

Discussion