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.

Integrate the Teamgate API with the Filter API

Setup the Teamgate API trigger to run a workflow which integrates with the Filter API. Pipedream's integration platform allows you to integrate Teamgate and Filter remarkably fast. Free for developers.

Continue execution if a condition Is met with Filter API on New Activity Status Change from Teamgate API
Teamgate + Filter
 
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Continue execution if a condition Is met with Filter API on New Company from Teamgate API
Teamgate + Filter
 
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Continue execution if a condition Is met with Filter API on New Deal from Teamgate API
Teamgate + Filter
 
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Continue execution if a condition Is met with Filter API on New Deal Stage Change from Teamgate API
Teamgate + Filter
 
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Continue execution if a condition Is met with Filter API on New Lead Converted To Person from Teamgate API
Teamgate + Filter
 
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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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New Deal from the Teamgate API

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

 
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New Deal Stage Change from the Teamgate API

Emit new event when a deal stage is changed. See docs here

 
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New Lead from the Teamgate API

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

 
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Create Activity with the Teamgate API

Creates a new activity See the docs here

 
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Continue execution if a condition Is met with the Filter API

Continue workflow execution only if a condition is met

 
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Create Company with the Teamgate API

Create a new company. See the docs here

 
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End execution if a condition is met with the Filter API

End workflow execution if a condition is met

 
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Create Deal with the Teamgate API

Create a new deal. See the docs here

 
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Overview of Teamgate

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.

Connect Teamgate

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    teamgate: {
      type: "app",
      app: "teamgate",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.teamgate.com/v4/users`,
      headers: {
        "X-App-Key": `${this.teamgate.$auth.app_key}`,
        "X-Auth-Token": `${this.teamgate.$auth.auth_token}`,
      },
    })
  },
})

Overview of Filter

The Filter API in Pipedream allows for real-time data processing within workflows. It's designed to evaluate data against predefined conditions, enabling workflows to branch or perform specific actions based on those conditions. This API is instrumental in creating efficient, targeted automations that respond dynamically to diverse datasets. Using the Filter API, you can refine streams of data, ensuring that subsequent steps in your Pipedream workflow only execute when the data meets your specified criteria. This cuts down on unnecessary processing and facilitates the creation of more intelligent, context-aware systems.

Connect Filter

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export default defineComponent({
  async run({ steps, $ }) {
    let condition = false
    if (condition == false) {
      $.flow.exit("Ending workflow early because the condition is false")
    } else {
        $.export("$summary", "Continuing workflow, since condition for ending was not met.")
    }
  },
})