--- title: "Connect WhatConverts to RD Station - APIANT.ai" description: "When \"New Lead\" fires in WhatConverts, your agent runs \"Add tag to contact\" in RD Station." canonical: "https://apiant.ai/connect/whatconverts-to-rd-station" --- # Connect WhatConverts to RD Station When **New Lead** fires in [WhatConverts](https://apiant.ai/connections/whatconverts), your agent runs **Add tag to contact** in [RD Station](https://apiant.ai/connections/rd-station). Describe the whole flow and it is built, tested on every scenario and kept running. WhatConverts **2** triggers WhatConverts **14** actions RD Station **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want WhatConverts and RD Station to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What WhatConverts can start in RD Station - When **New Lead** in WhatConverts then **Add tag to contact** in RD Station - When **Updated Lead** in WhatConverts then **Update contact** in RD Station Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with WhatConverts and RD Station ## Triggers and actions 2 triggers · 28 actions - Trigger **New Lead** Triggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts. - Trigger **Updated Lead** Triggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes. - Action **Add account** Creates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key. - Action **Add profile** Creates a new profile under a WhatConverts agency account. - Action **Create Lead** Creates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead. - Action **Delete account** Deletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key. - Action **Delete profile** Deletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key. - Action **Find Lead** Returns one WhatConverts lead by its lead ID, including source, contact and call details. - Action **Get account** Returns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key. - Action **Get lead** Returns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values. - Action **Get profile** Returns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key. - Action **List accounts** Returns the accounts in your WhatConverts agency, with each account's profiles. - Action **List profiles** Returns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key. - Action **Update account** Renames an existing WhatConverts account (agency key required). - Action **Update Lead** Updates a WhatConverts lead's quotable status, quote value, sales value or lead URL. - Action **Update profile** Renames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key. - Action **Add custom field** Creates a new custom contact field in your RD Station Marketing account. - Action **Add tag to contact** Adds one or more tags to an existing RD Station Marketing contact, found by UUID, email or phone. Tags are added alongside the contact's existing tags. - Action **Conversion Event** Records a conversion event in RD Station Marketing, creating or updating the contact identified by email or phone. - Action **Delete contact** Deletes a contact from RD Station Marketing, found by its UUID, email or phone. - Action **Delete custom field** Deletes a custom contact field from the RD Station Marketing account. Default fields cannot be deleted. - Action **Get contact** Returns a contact's standard and custom fields, looked up by UUID, email or phone. - Action **List contact events** Returns the conversion or opportunity events recorded for an RD Station Marketing contact. - Action **List custom fields** Returns all contact fields in the RD Station Marketing account, both standard and custom fields. - Action **List segmentation contacts** Returns the contacts that belong to an RD Station Marketing segmentation. - Action **List segmentations** Returns the segmentations (contact segments) defined in your RD Station Marketing account. - Action **Lost Deal** Marks an existing RD Station Marketing contact as a lost opportunity in the default funnel, with a loss reason. - Action **Update contact** Updates an existing contact in RD Station Marketing, found by its uuid, email or phone. Creates the contact if none matches. - Action **Update custom field** Updates the name, label, data type, presentation type and options of an existing contact custom field in RD Station Marketing. - Action **Won Deal** Marks an existing RD Station Marketing contact as a won opportunity (sale), optionally with the deal value. ## Each app on its own - [ **WhatConverts** WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.](https://apiant.ai/connections/whatconverts) - [ **RD Station** RD Station is a complete digital marketing platform to help you generate more results in traffic generation...](https://apiant.ai/connections/rd-station) Reviews ## What our customers say ## More from WhatConverts - [ **WhatConverts to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/whatconverts-to-zoom) - [ **WhatConverts to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/whatconverts-to-wix) - [ **WhatConverts to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/whatconverts-to-linkedin) - [ **WhatConverts to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/whatconverts-to-facebook) - [ **WhatConverts to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/whatconverts-to-anthropic) - [ **WhatConverts to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/whatconverts-to-supabase) ## More into RD Station - [ **CryptAPI to RD Station** CryptAPI is a non-custodial cryptocurrency payment processor that generates payment addresses and forwards...](https://apiant.ai/connect/cryptapi-to-rd-station) - [ **HubSpot to RD Station** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rd-station) - [ **Salesforce to RD Station** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-rd-station) - [ **Slack to RD Station** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-rd-station) - [ **Google Sheets to RD Station** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-rd-station) - [ **Gmail to RD Station** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-rd-station) Questions ## WhatConverts and RD Station, answered ### ### What can start an automation from WhatConverts? Any of WhatConverts's 2 triggers in the catalog, including New Lead and Updated Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in RD Station when something happens in WhatConverts? Any of RD Station's 14 actions, including Update contact, Update custom field, Add custom field and Add tag to contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RD Station to WhatConverts? RD Station has no triggers in the catalog today, so automations start in WhatConverts. If you need the other direction, ask: your agent reads RD Station's API documentation and adds it. ### ### Do I have to build a connector for WhatConverts or RD Station? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use WhatConverts and RD Station without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.