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Connect Balsio and RD Station

Integrate Balsio with RD Station to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Balsio and RD Station.

When this happensTriggers

A trigger is an event that starts a workflow.

New Message

New Message

Runs when a new message is posted in Balsio, optionally in a chosen thread.

New Thread

New Thread

Runs when a new thread is created in Balsio.

New Contact Converted

New Contact Converted

Runs when a contact converts via a chosen form or landing page.

New Contact Marked as Opportunity

New Contact Marked as Opportunity

Runs when a contact is marked as an opportunity in RD Station. Select a webhook URL to receive the event.

Request a new Trigger for Balsio

Do thisActions

Action is the task that follows automatically within your Balsio integrations.

Add Users to Thread

Add Users to Thread

Add people to a Balsio thread by email address.

Create Scheduled Message

Create Scheduled Message

Schedule a message to be posted to a Balsio thread at a chosen time.

Send Message

Send Message

Post a message to a selected Balsio thread, with optional reply, attachments and attributes.

Create Thread

Create Thread

Start a new Balsio conversation or sub-thread and post its first message.

Archive Thread

Archive Thread

Move a Balsio thread from Inbox or Snoozed to Done.

List Threads

List Threads

List Balsio threads by channel or parent thread, or get one thread by ID.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect Balsio and RD Station?

Sign up for a free viaSocket account, then authorize both your Balsio and RD Station accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Balsio and RD Station as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Balsio to RD Station?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach RD Station. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Balsio triggers actions in RD Station, and a separate workflow where RD Station triggers actions in Balsio. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Balsio and RD Station. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Balsio and RD Station integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.