Full list

Supported Triggers & Actions

Everything you can automate between ponto and RD Station.

When this happensTriggers

A trigger is an event that starts a workflow.

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 ponto

Do thisActions

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

Create Payment

Create Payment

Create a payment from a connected bank account, including amount, currency, creditor details, and optional execution date.

Retrieve Payment Details

Retrieve Payment Details

Retrieve details for a specific payment on an account.

List Accounts

List Accounts

List connected accounts and choose which fields and how many accounts to return.

List Transactions

List Transactions

Retrieve transactions for a selected account. Configure page limit, cursors, selected fields, or fetch all.

Create or Update Contact

Create or Update Contact

Create or update a contact using email; set name, phone, tags, and legal bases.

Create Contact

Create Contact

Create a new contact in RD Station with name, email, phone, tags, custom fields, and legal bases.

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 ponto and RD Station?

Sign up for a free viaSocket account, then authorize both your ponto 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 ponto 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 ponto 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 ponto triggers actions in RD Station, and a separate workflow where RD Station triggers actions in ponto. 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 ponto 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 ponto 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.