← Outseta + Teamgate integrations

Find Product with Teamgate API on New Account Added from Outseta API

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Trigger workflow on
New Account Added from the Outseta API
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Find Product with the Teamgate API
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Getting Started

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

  1. Select this integration
  2. Configure the New Account Added trigger
    1. Connect your Outseta account
    2. Configure timer
  3. Configure the Find Product action
    1. Connect your Teamgate account
    2. Optional- Select one or more Fields
    3. Optional- Configure Order
    4. Optional- Configure Filters
    5. Optional- Select a Global Operator
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when an account is added. [See the documentation](https://documenter.getpostman.com/view/3613332/outseta-rest-api-v1/7TNfr6k#7c31f27f-bbeb-40e4-1cf7-39de1ea59a8c)
Version:0.0.1
Key:outseta-new-account

Outseta Overview

The Outseta API provides a versatile set of endpoints for interacting with a company's CRM, subscription billing, customer support, and email marketing functionalities. With this API on Pipedream, you can automate tasks, synchronize data across platforms, and build powerful workflows that cater to various aspects of SaaS business operations. Pipedream's serverless execution model enables integrating Outseta's services with numerous other apps without managing infrastructure, focusing on logic and efficiency.

Trigger Code

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

export default {
  ...base,
  key: "outseta-new-account",
  name: "New Account Added",
  description: "Emit new event when an account is added. [See the documentation](https://documenter.getpostman.com/view/3613332/outseta-rest-api-v1/7TNfr6k#7c31f27f-bbeb-40e4-1cf7-39de1ea59a8c)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...base.methods,
    listingFn($) {
      return this.app.getAllAccounts({
        $,
        limit: 100,
        params: {
          orderBy: "Created+DESC",
        },
      });
    },
    getMeta(item) {
      return {
        id: item.Uid,
        summary: `New Account - ${item.Name}`,
        ts: new Date(item.Created),
      };
    },
  },
};

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.
LabelPropTypeDescription
OutsetaappappThis component uses the Outseta app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Trigger Authentication

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

To retrieve your API Keys,

  • Navigate to your Outseta account and sign in
  • Go to “Settings” > “Integrations” > “API Keys”

Your domain is 1234 if your Outseta dashboard URL is https://1234.outseta.com/#/app/dashboard

About Outseta

A better way to launch your SaaS start-up, membership site, or online community.

Action

Description:Find a product [See the docs here](https://developers.teamgate.com/#7708cc10-52d4-4ec3-bcc5-1222f21480bb)
Version:0.0.1
Key:teamgate-find-product

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";
import FIELDS from "../common/fields.mjs";

export default {
  key: "teamgate-find-product",
  name: "Find Product",
  version: "0.0.1",
  description: "Find a product [See the docs here](https://developers.teamgate.com/#7708cc10-52d4-4ec3-bcc5-1222f21480bb)",
  type: "action",
  props: {
    teamgate,
    fields: {
      propDefinition: [
        teamgate,
        "fields",
      ],
      options: FIELDS.PRODUCT,
      optional: true,
    },
    order: {
      propDefinition: [
        teamgate,
        "order",
      ],
      optional: true,
    },
    filters: {
      propDefinition: [
        teamgate,
        "filters",
      ],
      optional: true,
    },
    globalOperator: {
      propDefinition: [
        teamgate,
        "globalOperator",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      fields,
      order,
      filters,
      globalOperator,
    } = this;

    const embed = fields?.includes("customFields")
      ? "customFields"
      : "";

    const items = this.teamgate.paginate({
      fn: this.teamgate.listProducts,
      params: {
        fields,
        ...filters,
        order: order && Object.keys(order).map((key) => (`${key}:${order[key]}`))
          .toString(),
        embed,
        operator: globalOperator,
      },
    });

    const response = [];

    for await (const item of items) {
      response.push(item);
    }

    $.export("$summary", "Product Successfuly fetched");
    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.

LabelPropTypeDescription
TeamgateteamgateappThis component uses the Teamgate app.
Fieldsfieldsstring[]Select a value from the drop down menu:skudescriptioncategorycostpricesisActivenameisDeletedcreated
Orderorderobject

Sorts the entities. The key must be a field name and the value must be the direction {asc|desc}

Filtersfiltersobject

Filtering supports any field of groups of fields. Supported string comparison operators: = or like. Supported numerical operators: = or gt or lt or gte or lte. The key must be a field name followed by operator between square brackets and the value must be the comparision string{asc|desc}

Global OperatorglobalOperatorstringSelect a value from the drop down menu:andor

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

About Teamgate

Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.

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New Account Added from the Outseta API

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New Deal Added from the Outseta API

Emit new event when a deal is added. See the documentation

 
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New Person Added from the Outseta API

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New Activity Status Change from the Teamgate API

Emit new event when a activity status is changed. See docs here

 
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New Company from the Teamgate API

Emit new event when a new company is created. See docs here

 
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Add Account with the Outseta API

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Add a new deal record to CRM. See the documentation

 
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