Update Lead with Teamgate API on New Records in View from Airtable API

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New Records in View from the Airtable API

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Update Lead with the Teamgate API

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Getting Started#

This integration creates a workflow with a Airtable trigger and Teamgate action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Records in View trigger
1. Connect your Airtable account
2. Configure timer
3. Select a Base
4. Optional- Configure Filter by Formula
5. Select a Table
6. Select a View
7. Optional- Configure Return Fields By ID
Configure the Update Lead action
1. Connect your Teamgate account
2. Select a Lead Id
3. Optional- Configure Name
4. Optional- Configure Company Name
5. Optional- Select one or more Companies
6. Optional- Configure Job Title
7. Optional- Select a Lead Status Id
8. Optional- Configure Status
9. Optional- Configure Status Description
10. Optional- Configure Starred
11. Optional- Select a Owner Id
12. Optional- Configure Owner Username
13. Optional- Configure Owner Random
14. Optional- Select a Source Id
15. Optional- Configure Source
16. Optional- Configure Source Description
17. Optional- Select a Industry Id
18. Optional- Configure Industry
19. Optional- Configure Industry Description
20. Optional- Configure Tags
21. Optional- Configure Emails
22. Optional- Configure Phones
23. Optional- Configure URLS
24. Optional- Configure Address
25. Optional- Configure Custom Fields
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Records in View on Airtable

Description:Emit new event for each new record in a view

Version:0.0.12

Key:airtable_oauth-new-records-in-view

View on GitHub

Airtable Overview#

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Trigger Code#

import base from "../common/common.mjs";
import moment from "moment";

export default {
  ...base,
  name: "New Records in View",
  description: "Emit new event for each new record in a view",
  key: "airtable_oauth-new-records-in-view",
  version: "0.0.12",
  type: "source",
  dedupe: "unique",
  props: {
    ...base.props,
    tableId: {
      propDefinition: [
        base.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
    viewId: {
      propDefinition: [
        base.props.airtable,
        "viewId",
        ({
          baseId, tableId,
        }) => ({
          baseId,
          tableId,
        }),
      ],
      description: "The view ID to watch for changes.",
    },
    returnFieldsByFieldId: {
      propDefinition: [
        base.props.airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  async run() {
    const {
      baseId,
      tableId,
      viewId,
    } = this;

    const lastTimestamp = this._getLastTimestamp();
    const params = this.getListRecordsParams({
      view: viewId,
      formula: `CREATED_TIME() > "${lastTimestamp}"`,
    });

    const records = await this.airtable.listRecords({
      baseId,
      tableId,
      params,
    });

    if (!records.length) {
      console.log("No new records.");
      return;
    }

    const metadata = {
      baseId,
      tableId,
      viewId,
    };

    let maxTimestamp;
    let recordCount = 0;
    for (const record of records) {
      record.metadata = metadata;

      this.$emit(record, {
        ts: moment(record.createdTime).valueOf(),
        summary: `New record: ${record.id}`,
        id: record.id,
      });
      if (!maxTimestamp || moment(record.createdTime).valueOf() > moment(maxTimestamp).valueOf()) {
        maxTimestamp = record.createdTime;
      }
      recordCount++;
    }
    console.log(`Emitted ${recordCount} new records(s).`);
    this._setLastTimestamp(maxTimestamp);
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Airtable	`airtable`	`app`	This component uses the Airtable app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Base	`baseId`	`string`	Select a value from the drop down menu.
Filter by Formula	`filterByFormula`	`string`	Optionally provide a formula (see info on the documentation) used to filter records. The formula will be evaluated for each record, and if the result is not `0`, `false`, `""`, `NaN`, `[]`, or `#Error!` the record will be included in the response. For example, to only include records where `Name` isn't empty, use `NOT({Name} = '')`.
Table	`tableId`	`string`	Select a value from the drop down menu.
View	`viewId`	`string`	Select a value from the drop down menu.
Return Fields By ID	`returnFieldsByFieldId`	`boolean`	If set to `true`, the returned field objects will have the field ID as the key, instead of the field name.

Trigger Authentication#

Airtable uses OAuth authentication. When you connect your Airtable account, Pipedream will open a popup window where you can sign into Airtable and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Airtable API.

Pipedream requests the following authorization scopes when you connect your account:

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable#

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

Action#

Update Lead on Teamgate

Description:Update a specific lead. [See the docs here](https://developers.teamgate.com/#8921df2b-3158-4b16-b81c-c37c6414c20f)

Version:0.0.1

Key:teamgate-update-lead

View on GitHub

Teamgate Overview#

Teamgate's API provides the ability to manage a sales pipeline, customer data, and interactions within the Teamgate CRM system. By leveraging the Teamgate API on Pipedream, you can automate various aspects of the sales process, synchronize customer information across platforms, and generate insights from sales data. With Pipedream's serverless integration capabilities, connecting Teamgate to other services becomes a streamlined process, enabling users to create custom workflows that trigger actions, process data, and manage tasks without manual intervention.

Action Code#

import teamgate from "../../teamgate.app.mjs";

export default {
  key: "teamgate-update-lead",
  name: "Update Lead",
  version: "0.0.1",
  description: "Update a specific lead. [See the docs here](https://developers.teamgate.com/#8921df2b-3158-4b16-b81c-c37c6414c20f)",
  type: "action",
  props: {
    teamgate,
    leadId: {
      propDefinition: [
        teamgate,
        "leads",
      ],
      type: "integer",
      label: "Lead Id",
      description: "The lead id which will be updated",
    },
    name: {
      propDefinition: [
        teamgate,
        "name",
      ],
      description: "Required only if a lead is an person and `companyName` and `companyId` is empty.",
      optional: true,
    },
    companyName: {
      propDefinition: [
        teamgate,
        "companyName",
      ],
      optional: true,
    },
    companies: {
      propDefinition: [
        teamgate,
        "companies",
      ],
      description: "Required only if a lead is an company and `name` is empty. The field will be set only if `companyName` is empty.",
      optional: true,
    },
    jobTitle: {
      propDefinition: [
        teamgate,
        "jobTitle",
      ],
      description: "The field will be set only if is set `companyName` or `companyId`.",
      optional: true,
    },
    statusId: {
      propDefinition: [
        teamgate,
        "leadStatusId",
      ],
      optional: true,
    },
    status: {
      propDefinition: [
        teamgate,
        "leadStatus",
      ],
      optional: true,
    },
    statusDescription: {
      propDefinition: [
        teamgate,
        "leadStatusDescription",
      ],
      optional: true,
    },
    starred: {
      propDefinition: [
        teamgate,
        "starred",
      ],
      description: "Indicator the lead is starred or not.",
      optional: true,
    },
    ownerId: {
      propDefinition: [
        teamgate,
        "ownerId",
      ],
      optional: true,
    },
    ownerUsername: {
      propDefinition: [
        teamgate,
        "ownerUsername",
      ],
      optional: true,
      description: "The username to which the lead belongs.",
    },
    ownerRandom: {
      propDefinition: [
        teamgate,
        "ownerRandom",
      ],
      optional: true,
    },
    sourceId: {
      propDefinition: [
        teamgate,
        "sourceId",
      ],
      optional: true,
    },
    source: {
      propDefinition: [
        teamgate,
        "source",
      ],
      optional: true,
    },
    sourceDescription: {
      propDefinition: [
        teamgate,
        "sourceDescription",
      ],
      optional: true,
    },
    industryId: {
      propDefinition: [
        teamgate,
        "industryId",
      ],
      optional: true,
    },
    industry: {
      propDefinition: [
        teamgate,
        "industry",
      ],
      optional: true,
    },
    industryDescription: {
      propDefinition: [
        teamgate,
        "industryDescription",
      ],
      optional: true,
    },
    tags: {
      propDefinition: [
        teamgate,
        "tags",
      ],
      optional: true,
    },
    emails: {
      propDefinition: [
        teamgate,
        "emails",
      ],
      optional: true,
    },
    phones: {
      propDefinition: [
        teamgate,
        "phones",
      ],
      optional: true,
    },
    urls: {
      propDefinition: [
        teamgate,
        "urls",
      ],
      optional: true,
    },
    address: {
      propDefinition: [
        teamgate,
        "address",
      ],
      optional: true,
    },
    customFields: {
      propDefinition: [
        teamgate,
        "customFields",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      leadId,
      name,
      companyName,
      companies,
      jobTitle,
      statusId,
      status,
      statusDescription,
      starred,
      ownerId,
      ownerUsername,
      ownerRandom,
      sourceId,
      source,
      sourceDescription,
      industryId,
      industry,
      industryDescription,
      tags,
      emails,
      phones,
      urls,
      address,
      customFields,
    } = this;

    const data = {
      name,
      companyName,
      companyId: companies,
      jobTitle,
      statusId,
      status,
      statusDescription,
      starred,
      ownerId,
      ownerUsername,
      ownerRandom,
      sourceId,
      source,
      sourceDescription,
      industryId,
      industry,
      industryDescription,
      tags,
      emails: emails && emails.map((item) => (JSON.parse(item))),
      phones: phones && phones.map((item) => (JSON.parse(item))),
      urls: urls && urls.map((item) => (JSON.parse(item))),
      address: address && address.map((item) => (JSON.parse(item))),
      customFields,
    };

    const response = await this.teamgate.updateLead({
      $,
      leadId,
      data,
    });

    $.export("$summary", "Lead Successfully updated!");
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Teamgate	`teamgate`	`app`	This component uses the Teamgate app.
Lead Id	`leadId`	`integer`	Select a value from the drop down menu.
Name	`name`	`string`	Required only if a lead is an person and `companyName` and `companyId` is empty.
Company Name	`companyName`	`string`	Required only if a lead is an company and `name` is empty. The field will be set only if `companyId` is empty.
Companies	`companies`	`integer[]`	Select a value from the drop down menu.
Job Title	`jobTitle`	`string`	The field will be set only if is set `companyName` or `companyId`.
Lead Status Id	`statusId`	`integer`	Select a value from the drop down menu.
Status	`status`	`string`	If the stauts does not exist it will be created.
Status Description	`statusDescription`	`string`	Will be set only if will be created new status.
Starred	`starred`	`boolean`	Indicator the lead is starred or not.
Owner Id	`ownerId`	`integer`	Select a value from the drop down menu.
Owner Username	`ownerUsername`	`string`	The username to which the lead belongs.
Owner Random	`ownerRandom`	`string`	A list of users/user groups to select the random owner. Example 1: "ownerRandom": ["5", "6"], Example 2: "ownerRandom": {"groups":["1"]}, Example 3: "ownerRandom": {"0":"5","1":"6","groups":["1"]}
Source Id	`sourceId`	`integer`	Select a value from the drop down menu.
Source	`source`	`string`	If the source does not exist it will be created.
Source Description	`sourceDescription`	`string`	Will be set only if will be created new source.
Industry Id	`industryId`	`integer`	Select a value from the drop down menu.
Industry	`industry`	`string`	If the industry does not exist it will be created.
Industry Description	`industryDescription`	`string`	Will be set only if will be created new industry.
Tags	`tags`	`string[]`	A list of tags
Emails	`emails`	`string[]`	A list of the company's emails. Example for string value: `{"value":"john@example.net","type":"work"}` Object format
Phones	`phones`	`string[]`	A list of the company's phones. Example for string value: `{"value":"+44 123 456 7890","type":"mobile"}` Object format
URLS	`urls`	`string[]`	A list of the company's urls. Example for string value: `{"value":"https://facebook.com/example","type":"facebook"}` Object format
Address	`address`	`string[]`	A list of address objects. Example for string value: `{"value":{"city":"Chicago","countryIso":"USA"}}` Object format
Custom Fields	`customFields`	`string[]`	A list of custom fields. Each row must be an object which the key is the `custom field id`. Example for string value: `{"1":"Test value for field with Id 1"}`

Action Authentication#

Teamgate uses API keys for authentication. When you connect your Teamgate account, Pipedream securely stores the keys so you can easily authenticate to Teamgate APIs in both code and no-code steps.

To find your app key, go to Teamgate dashboard, then click on your initials/picture at the top right corner of Teamgate and choose Settings > Additional features > External App > New API Key request

You can find your personal API authentication key (AUTH_TOKEN) by clicking on your initials/picture at the top right corner of Teamgate and choose "My Profile" > Integrations > API access >copy AUTH_TOKEN

Update Lead with Teamgate API on New Records in View from Airtable API

Pipedream makes it easy to connect APIs for Teamgate, Airtable and 2,700+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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