Send Text Message with WhatsApp Business API on New Lead from Teamgate API

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

Trigger workflow on

New Lead from the Teamgate API

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Send Text Message with the WhatsApp Business API

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Getting Started#

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

Select this integration
Configure the New Lead trigger
1. Connect your Teamgate account
2. Configure Polling interval
Configure the Send Text Message action
1. Connect your WhatsApp Business account
2. Select a Phone Number ID
3. Configure Recipient Phone Number
4. Configure Message Body
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 Lead on Teamgate

Description:Emit new event when a new lead is created. [See docs here](https://developers.teamgate.com/#4a60be88-9991-41d2-8949-7a0f47319c80)

Version:0.0.1

Key:teamgate-new-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.

Trigger Code#

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

export default {
  ...common,
  type: "source",
  name: "New Lead",
  key: "teamgate-new-lead",
  description: "Emit new event when a new lead is created. [See docs here](https://developers.teamgate.com/#4a60be88-9991-41d2-8949-7a0f47319c80)",
  version: "0.0.1",
  dedupe: "unique",
  props: {
    ...common.props,
  },
  methods: {
    ...common.methods,
    getSummary(name, id) {
      return `New lead created: ${name} (${id})`;
    },
    getFunc() {
      return this.teamgate.listLeads;
    },
  },
};

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
Teamgate	`teamgate`	`app`	This component uses the Teamgate app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the Teamgate API on this schedule

Trigger 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.

Action#

Send Text Message on WhatsApp Business

Description:Sends a text message. [See the docs.](https://developers.facebook.com/docs/whatsapp/cloud-api/reference/messages)

Version:0.0.3

Key:whatsapp_business-send-text-message

View on GitHub

WhatsApp Business Overview#

The WhatsApp Business API on Pipedream is a powerful avenue for automating interactions with customers on WhatsApp. You can send messages, set up automated responses, and manage conversations on a large scale. With Pipedream's serverless platform, you can create workflows that trigger from various events and connect WhatsApp Business with numerous other apps to automate tasks, notify teams, sync data, and more, all without managing infrastructure.

Action Code#

import whatsapp from "../../whatsapp_business.app.mjs";

const docLink = "https://developers.facebook.com/docs/whatsapp/cloud-api/reference/messages";

export default {
  key: "whatsapp_business-send-text-message",
  name: "Send Text Message",
  description: `Sends a text message. [See the docs.](${docLink})`,
  version: "0.0.3",
  type: "action",
  props: {
    whatsapp,
    phoneNumberId: {
      propDefinition: [
        whatsapp,
        "phoneNumberId",
      ],
    },
    recipientPhoneNumber: {
      propDefinition: [
        whatsapp,
        "recipientPhoneNumber",
      ],
    },
    messageBody: {
      type: "string",
      label: "Message Body",
      description: "The text content of the message.",
    },
  },
  async run({ $ }) {
    const response = await this.whatsapp.sendMessage({
      $,
      phoneNumberId: this.phoneNumberId,
      to: this.recipientPhoneNumber,
      body: this.messageBody,
    });
    $.export("$summary", `Sent message successfully to +${this.recipientPhoneNumber}`);
    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
WhatsApp Business	`whatsapp`	`app`	This component uses the WhatsApp Business app.
Phone Number ID	`phoneNumberId`	`string`	Select a value from the drop down menu.
Recipient Phone Number	`recipientPhoneNumber`	`string`	Enter the recipient's phone number. For example, `15101234567`.
Message Body	`messageBody`	`string`	The text content of the message.

Action Authentication#

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

To connect your WhatsApp Business Cloud account to Pipedream, follow the steps below to find your Business Account ID and your Permanent Access Token.

For additional info on setting up a WhatsApp Business account, refer to their getting started docs

Send Text Message with WhatsApp Business API on New Lead from Teamgate API

Pipedream makes it easy to connect APIs for WhatsApp Business, Teamgate 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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