Continue execution if a condition Is met with Filter API on New Lead Converted To Person from Teamgate API

Pipedream makes it easy to connect APIs for Filter, Teamgate and 2,000+ other apps remarkably fast.

Trigger workflow on

New Lead Converted To Person from the Teamgate API

Next, do this

Continue execution if a condition Is met with the Filter API

No credit card required

▶

Watch us build a workflow

4 min

Watch now ➜

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Teamgate trigger and Filter 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 Converted To Person trigger
1. Connect your Teamgate account
2. Configure Polling interval
Configure the Continue execution if a condition Is met action
1. Connect your Filter account
2. Optional- Configure Reason for continuing
3. Optional- Configure Reason for ending
4. Configure Initial value
5. Select a Condition
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 Converted To Person on Teamgate

Description:Emit new event when a lead is converted to person.

Version:0.0.1

Key:teamgate-lead-converted-to-person

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

export default {
  ...common,
  type: "source",
  name: "New Lead Converted To Person",
  key: "teamgate-lead-converted-to-person",
  description: "Emit new event when a lead is converted to person.",
  version: "0.0.1",
  dedupe: "unique",
  props: {
    ...common.props,
  },
  methods: {
    ...common.methods,
    getSummary(
      name, id,
    ) {
      return `Lead converted: ${name} (${id})`;
    },
    getParams() {
      const lastTime = this._getLastTime();
      return {
        "order": "converted:desc",
        "createdTime[gt]": lastTime,
      };
    },
    getFunc() {
      return this.teamgate.listPeople;
    },
    getFieldTime(item) {
      return item.created.time;
    },
    async processEvent(list) {
      list.reverse();
      list.forEach((item) => {
        const lastTime = this._getLastTime();
        const dateTime = this.getFieldTime(item);

        if (!lastTime || moment(dateTime).isAfter(lastTime)) this._setLastTime(dateTime);
        if (item.converted) this.$emit(item, this.getDataToEmit(item, dateTime));
      });
    },
  },
};

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#

Continue execution if a condition Is met on Filter

Description:Continue workflow execution only if a condition is met

Version:0.0.2

Key:filter-continue-based-on-condition

View on GitHub

Filter Overview#

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.

Action Code#

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

export default {
  ...common,
  name: "Continue execution if a condition Is met",
  version: "0.0.2",
  key: "filter-continue-based-on-condition",
  description: "Continue workflow execution only if a condition is met",
  type: "action",
  methods: {
    consolidateResult($, result) {
      !result && $.flow.exit(this.messageOnEnd);
      return this.messageOnContinue;
    },
  },
};

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
Filter	`filter`	`app`	This component uses the Filter app.
Reason for continuing	`messageOnContinue`	`string`	The message that will be displayed when the workflow continues
Reason for ending	`messageOnEnd`	`string`	The message that will be displayed when the workflow ends
Initial value	`initialValue`	`any`	The 1st of 2 values to compare
Condition	`condition`	`string`	Select a value from the drop down menu:`{ "label": "[Text] Contains", "value": "CONTAINS" }{ "label": "[Text] Does not contain", "value": "NOT_CONTAINS" }{ "label": "[Text] Matches exactly", "value": "TEXT_EQUALS" }{ "label": "[Text] Does not exactly match", "value": "TEXT_NOT_EQUALS" }{ "label": "[Text] Starts with", "value": "STARTS_WITH" }{ "label": "[Text] Does not start with", "value": "NOT_STARTS_WITH" }{ "label": "[Text] Ends with", "value": "ENDS_WITH" }{ "label": "[Text] Does not end with", "value": "NOT_ENDS_WITH" }{ "label": "[Number] Is greater than", "value": "GREATER_THAN" }{ "label": "[Number] Is greater than or equal to", "value": "GREATER_THAN_EQUALS" }{ "label": "[Number] Is less than", "value": "LESS_THAN" }{ "label": "[Number] Is less than or equal to", "value": "LESS_THAN_EQUALS" }{ "label": "[Number] Is equal to", "value": "EQUALS" }{ "label": "[Array] Is present in array", "value": "IN_ARRAY" }{ "label": "[Array] Is not present in array", "value": "NOT_IN_ARRAY" }{ "label": "[Object] Key exists and is not null or undefined", "value": "KEY_EXISTS" }{ "label": "[Object] Key does not exist or value is null or undefined", "value": "KEY_NOT_EXISTS" }{ "label": "[Boolean] Evaluates to True", "value": "TRUE" }{ "label": "[Boolean] Evaluates to False", "value": "FALSE" }{ "label": "[Null] Is null or undefined", "value": "IS_NULL" }{ "label": "[Null] Is not null or undefined", "value": "NOT_NULL" }`

Continue execution if a condition Is met with Filter API on New Lead Converted To Person from Teamgate API

Pipedream makes it easy to connect APIs for Filter, Teamgate and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

1-24of2,000+apps by most popular

1
-
24
of
2,000+
apps by most popular