Create Activity with Teamgate API on New Message Sent from WhatsApp Business API

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Trigger workflow on

New Message Sent from the WhatsApp Business API

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Create Activity with the Teamgate API

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Getting Started#

This integration creates a workflow with a WhatsApp Business 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 Message Sent trigger
1. Connect your WhatsApp Business account
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 Message Sent on WhatsApp Business

Description:Emit new event when a new message is sent or received. A Webhook subscribed to field "messages" must be set up from the App Dashboard of your [Facebook Developer Account](https://developers.facebook.com/). See [documentation](https://developers.facebook.com/docs/graph-api/webhooks/getting-started#configure-webhooks-product) for more information about Webhook setup.

Version:0.0.4

Key:whatsapp_business-new-message-sent

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.

Trigger Code#

import whatsapp from "../../whatsapp_business.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "whatsapp_business-new-message-sent",
  name: "New Message Sent",
  description: "Emit new event when a new message is sent or received. A Webhook subscribed to field \"messages\" must be set up from the App Dashboard of your [Facebook Developer Account](https://developers.facebook.com/). See [documentation](https://developers.facebook.com/docs/graph-api/webhooks/getting-started#configure-webhooks-product) for more information about Webhook setup.",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  props: {
    whatsapp,
    db: "$.service.db",
    httpInterface: {
      type: "$.interface.http",
      customResponse: true,
    },
  },
  methods: {
    _getChallengeToken() {
      return this.db.get("challengeToken");
    },
    _setChallengeToken(challengeToken) {
      this.db.set("challengeToken", challengeToken);
    },
  },
  async run(event) {
    const {
      body, query,
    } = event;
    if (query["hub.challenge"]) {
      this._setChallengeToken(query["hub.challenge"]);
    }
    const challengeToken = this._getChallengeToken();

    this.httpInterface.respond({
      status: "200",
      body: challengeToken,
      headers: {
        "content-type": "application/json",
      },
    });

    if (!body) {
      return;
    }

    const entries = body?.entry || [];
    for (const entry of entries) {
      if (entry.changes && entry.changes?.length > 0) {
        const status = entry?.changes[0]?.value?.statuses
          ? entry?.changes[0]?.value?.statuses[0]?.status
          : null;
        if (status && status !== "sent") {
          continue;
        }
      }
      this.$emit(entry, {
        id: Date.now(),
        summary: "New Message Sent",
        ts: Date.now(),
      });
    }
  },
  sampleEmit,
};

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
WhatsApp Business	`whatsapp`	`app`	This component uses the WhatsApp Business app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`httpInterface`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.

Trigger 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

About WhatsApp Business#

WhatsApp Business products support businesses from large to small. Engage audiences, accelerate sales and drive better customer support outcomes on the platform with more than 2 billion users around the world.

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.

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