Connect RD Station and AgentX
Integrate RD Station with AgentX to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Contact in RD Station when New Conversation in AgentX
Create Contact in RD Station when New Conversation in AgentX
List Segmentations from RD Station when New Conversation in AgentX
List Contacts in Segmentation in RD Station Segmentation when New Conversation in AgentX
Create or Update Contact in RD Station when Get recent messages from AgentX
Popular RD Station + AgentX flows
Start from a real workflow other teams are already running.
Choose a trigger
RD Station
When this happens...
New Contact Converted
Choose an action
AgentX
Automatically do this!
Create Conversation With Agent
Start Chat And Send Message
Send Message to Conversation
List All Agents
List All Conversations
List All Workforces
Create Conversation With AI Workforce
Create or Update Contact in RD Station when New Conversation in AgentX
Use this flowCreate Contact in RD Station when New Conversation in AgentX
Use this flowList Segmentations from RD Station when New Conversation in AgentX
Use this flowList Contacts in Segmentation in RD Station Segmentation when New Conversation in AgentX
Use this flowCreate or Update Contact in RD Station when Get recent messages from AgentX
Use this flowCreate Contact in RD Station when Get recent messages from AgentX
Use this flowList Segmentations from RD Station when Get recent messages from AgentX
Use this flowList Contacts in Segmentation in RD Station Segmentation when Get recent messages from AgentX
Use this flowCreate or Update Contact in RD Station when New Agent in AgentX
Use this flowCreate Contact in RD Station when New Agent in AgentX
Use this flowSupported Triggers & Actions
Everything you can automate between RD Station and AgentX.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Converted
Runs when a contact converts via a chosen form or landing page.
New Conversation
Triggers when New Conversation Started With an Agent.
Get recent messages
Retrieves messages from the selected conversation posted in the last few minutes.
New Agent
Triggers when a new agent is created.
Fetch recent agent messages
Retrieve the agent's messages from the selected conversation that were sent recently.
Do thisActions
Action is the task that follows automatically within your RD Station integrations.
Create or Update Contact
Create or update a contact using email; set name, phone, tags, and legal bases.
Create Contact
Create a new contact in RD Station with name, email, phone, tags, custom fields, and legal bases.
List Segmentations
List segmentations and paginate results by page and page size.
List Contacts in Segmentation
List contacts in a chosen segmentation; select segmentation, page, page size, and order.
Create Conversation With Agent
Start a new chat with an agent
Start Chat And Send Message
Start chat and send message
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About RD Station
RD Station Marketing is Brazil's leading marketing automation platform. Manage contacts, run automation workflows, track conversions, and send targeted campaigns.
Learn moreSimilar apps
About AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your RD Station and AgentX 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.
Yes. viaSocket uses instant triggers where available, so data moves between RD Station and AgentX as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach AgentX. No coding required.
Yes. You can set up a workflow where RD Station triggers actions in AgentX, and a separate workflow where AgentX triggers actions in RD Station. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between RD Station and AgentX. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire RD Station and AgentX integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
