Create Activity with Teamgate API on New Field from Airtable (OAuth) API

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Trigger workflow on

New Field from the Airtable (OAuth) API

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Create Activity with the Teamgate API

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Getting Started#

This integration creates a workflow with a Airtable (OAuth) 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 Field trigger
1. Connect your Airtable (OAuth) account
2. Configure timer
3. Select a Base
4. Select a Table
Configure the Create Activity action
1. Connect your Teamgate account
2. Select a Type
3. Optional- Select one or more Products
4. Optional- Select one or more Companies
5. Optional- Select one or more Deals
6. Optional- Select one or more Leads
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 Field on Airtable (OAuth)

Description:Emit new event for each new field created in a table

Version:0.0.6

Key:airtable_oauth-new-field

View on GitHub

Airtable (OAuth) 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 common from "../common/common.mjs";

export default {
  name: "New Field",
  description: "Emit new event for each new field created in a table",
  key: "airtable_oauth-new-field",
  version: "0.0.6",
  type: "source",
  props: {
    ...common.props,
    tableId: {
      propDefinition: [
        common.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
  },
  methods: {
    _getFieldIds() {
      return this.db.get("fieldIds") || [];
    },
    _setFieldIds(fieldIds) {
      this.db.set("fieldIds", fieldIds);
    },
  },
  async run() {
    const fieldIds = this._getFieldIds();

    const { tables } = await this.airtable.listTables({
      baseId: this.baseId,
    });
    const { fields } = tables.find(({ id }) => id === this.tableId);

    for (const field of fields) {
      if (fieldIds.includes(field.id)) {
        continue;
      }
      fieldIds.push(field.id);
      this.$emit(field, {
        id: field.id,
        summary: field.name,
        ts: Date.now(),
      });
    }

    this._setFieldIds(fieldIds);
  },
};

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 (OAuth)	`airtable`	`app`	This component uses the Airtable (OAuth) 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.
Table	`tableId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Airtable (OAuth) uses OAuth authentication. When you connect your Airtable (OAuth) account, Pipedream will open a popup window where you can sign into Airtable (OAuth) 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 (OAuth) 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 (OAuth)#

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#

Create Activity on Teamgate

Description:Creates a new activity [See the docs here](https://developers.teamgate.com/#6be9bc87-47bb-4c32-b46b-9c0771deac83)

Version:0.0.1

Key:teamgate-create-activity

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";
import TEAMGATE_META from "../common/meta-selection.mjs";

export default {
  key: "teamgate-create-activity",
  name: "Create Activity",
  version: "0.0.1",
  description: "Creates a new activity [See the docs here](https://developers.teamgate.com/#6be9bc87-47bb-4c32-b46b-9c0771deac83)",
  type: "action",
  props: {
    teamgate,
    type: {
      propDefinition: [
        teamgate,
        "type",
      ],
      reloadProps: true,
    },
    products: {
      propDefinition: [
        teamgate,
        "products",
      ],
      optional: true,
    },
    companies: {
      propDefinition: [
        teamgate,
        "companies",
      ],
      optional: true,
    },
    deals: {
      propDefinition: [
        teamgate,
        "deals",
      ],
      optional: true,
    },
    leads: {
      propDefinition: [
        teamgate,
        "leads",
      ],
      optional: true,
    },
  },
  async additionalProps() {
    return TEAMGATE_META[this.type];
  },
  async run({ $ }) {
    const {
      // eslint-disable-next-line no-unused-vars
      teamgate,
      reminders,
      ...data
    } = this;

    if (reminders && Object.entries(reminders).length) {
      const remindersArray = [];
      for (const [
        key,
        value,
      ] of Object.entries(reminders)) {
        remindersArray.push({
          "type": key,
          "before": value,
        });
      }
      if (remindersArray.length)
        data.reminders = remindersArray;
    }

    const response = await this.teamgate.createEvent({
      $,
      data,
    });
    $.export("$summary", `${data.type} Successfuly created`);
    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.
Type	`type`	`string`	Select a value from the drop down menu:`taskcallnote`
Products	`products`	`integer[]`	Select a value from the drop down menu.
Companies	`companies`	`integer[]`	Select a value from the drop down menu.
Deals	`deals`	`integer[]`	Select a value from the drop down menu.
Leads	`leads`	`integer[]`	Select a value from the drop down menu.

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.

More Ways to Connect Teamgate + Airtable (OAuth)#

Other Popular Integrations#

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Create Activity with Teamgate API on New Field from Airtable (OAuth) API

Pipedream makes it easy to connect APIs for Teamgate, Airtable (OAuth) and 2,000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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