Create Company with Teamgate API on New Column from PostgreSQL API

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New Column from the PostgreSQL API

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Create Company with the Teamgate API

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Getting Started#

This integration creates a workflow with a PostgreSQL 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 Column trigger
1. Connect your PostgreSQL account
2. Configure Polling Interval
3. Select a Schema
4. Select a Table
Configure the Create Company action
1. Connect your Teamgate account
2. Configure Name
3. Optional- Select a PersonId
4. Optional- Configure Job Title
5. Optional- Select a Customer Status Id
6. Optional- Select a Prospect Status Id
7. Optional- Configure Starred
8. Optional- Select a Owner Id
9. Optional- Configure Owner Username
10. Optional- Configure Owner Random
11. Optional- Select a Source Id
12. Optional- Configure Source
13. Optional- Configure Source Description
14. Optional- Select a Industry Id
15. Optional- Configure Industry
16. Optional- Configure Industry Description
17. Optional- Configure Code
18. Optional- Configure VAT Code
19. Optional- Configure Tags
20. Optional- Configure Emails
21. Optional- Configure Phones
22. Optional- Configure URLS
23. Optional- Configure Address
24. Optional- Configure Custom Fields
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 Column on PostgreSQL

Description:Emit new event when a new column is added to a table. [See the documentation](https://node-postgres.com/features/queries)

Version:2.0.6

Key:postgresql-new-column

View on GitHub

PostgreSQL Overview#

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Trigger Code#

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

export default {
  ...common,
  name: "New Column",
  key: "postgresql-new-column",
  description: "Emit new event when a new column is added to a table. [See the documentation](https://node-postgres.com/features/queries)",
  version: "2.0.6",
  type: "source",
  props: {
    ...common.props,
    schema: {
      propDefinition: [
        common.props.postgresql,
        "schema",
      ],
    },
    table: {
      propDefinition: [
        common.props.postgresql,
        "table",
        (c) => ({
          schema: c.schema,
        }),
      ],
    },
  },
  async run() {
    const previousColumns = this._getPreviousValues() || [];

    const columns = await this.postgresql.getColumns(this.table, this.schema);

    const newColumns = columns.filter((column) => !previousColumns.includes(column));
    for (const column of newColumns) {
      const meta = this.generateMeta(column);
      this.$emit(column, meta);
    }

    this._setPreviousValues(columns);
  },
};

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
PostgreSQL	`postgresql`	`app`	This component uses the PostgreSQL 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 API on this schedule
Schema	`schema`	`string`	Select a value from the drop down menu.
Table	`table`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Connecting to Restricted Databases

Either enable the shared static IP for this account below, or configure a VPC to deploy any workflow in your workspace to a private network with a dedicated static IP. Learn more in our docs.

SSL Setup

Configure SSL on your PostgreSQL database by providing the CA (Certificate Authority), and choosing between Full Verification, Verify Certificate Authority (CA), or Skip Verification. Skipping verification is not recommended as this has serious security implications.

About PostgreSQL#

PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.

Action#

Create Company on Teamgate

Description:Create a new company. [See the docs here](https://developers.teamgate.com/#2b3a0450-e365-4f89-b02c-e817d997f627)

Version:0.0.1

Key:teamgate-create-company

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";

export default {
  key: "teamgate-create-company",
  name: "Create Company",
  version: "0.0.1",
  description: "Create a new company. [See the docs here](https://developers.teamgate.com/#2b3a0450-e365-4f89-b02c-e817d997f627)",
  type: "action",
  props: {
    teamgate,
    name: {
      propDefinition: [
        teamgate,
        "name",
      ],
    },
    personId: {
      propDefinition: [
        teamgate,
        "personId",
      ],
      optional: true,
    },
    jobTitle: {
      propDefinition: [
        teamgate,
        "jobTitle",
      ],
      optional: true,
    },
    customerStatusId: {
      propDefinition: [
        teamgate,
        "customerStatusId",
      ],
      optional: true,
    },
    prospectStatusId: {
      propDefinition: [
        teamgate,
        "prospectStatusId",
      ],
      optional: true,
    },
    starred: {
      propDefinition: [
        teamgate,
        "starred",
      ],
      optional: true,
    },
    ownerId: {
      propDefinition: [
        teamgate,
        "ownerId",
      ],
      optional: true,
    },
    ownerUsername: {
      propDefinition: [
        teamgate,
        "ownerUsername",
      ],
      optional: true,
    },
    ownerRandom: {
      propDefinition: [
        teamgate,
        "ownerRandom",
      ],
      optional: true,
    },
    sourceId: {
      propDefinition: [
        teamgate,
        "sourceId",
      ],
      optional: true,
    },
    source: {
      propDefinition: [
        teamgate,
        "source",
      ],
      optional: true,
    },
    sourceDescription: {
      propDefinition: [
        teamgate,
        "sourceDescription",
      ],
      optional: true,
    },
    industryId: {
      propDefinition: [
        teamgate,
        "industryId",
      ],
      optional: true,
    },
    industry: {
      propDefinition: [
        teamgate,
        "industry",
      ],
      optional: true,
    },
    industryDescription: {
      propDefinition: [
        teamgate,
        "industryDescription",
      ],
      optional: true,
    },
    code: {
      type: "string",
      label: "Code",
      description: "Unique code of the Company.",
      optional: true,
    },
    vatCode: {
      type: "string",
      label: "VAT Code",
      description: "VAT identification number of the Company.",
      optional: true,
    },
    tags: {
      propDefinition: [
        teamgate,
        "tags",
      ],
      optional: true,
    },
    emails: {
      propDefinition: [
        teamgate,
        "emails",
      ],
      optional: true,
    },
    phones: {
      propDefinition: [
        teamgate,
        "phones",
      ],
      optional: true,
    },
    urls: {
      propDefinition: [
        teamgate,
        "urls",
      ],
      optional: true,
    },
    address: {
      propDefinition: [
        teamgate,
        "address",
      ],
      optional: true,
    },
    customFields: {
      propDefinition: [
        teamgate,
        "customFields",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      name,
      personId,
      jobTitle,
      customerStatusId,
      prospectStatusId,
      starred,
      ownerId,
      ownerUsername,
      ownerRandom,
      sourceId,
      source,
      sourceDescription,
      industryId,
      industry,
      industryDescription,
      code,
      vatCode,
      tags,
      emails,
      phones,
      urls,
      address,
      customFields,
    } = this;

    const data = {
      name,
      personId,
      jobTitle,
      customerStatusId,
      prospectStatusId,
      starred,
      ownerId,
      ownerUsername,
      ownerRandom,
      sourceId,
      source,
      sourceDescription,
      industryId,
      industry,
      industryDescription,
      code,
      vatCode,
      tags,
      emails: emails && emails.map((item) => (JSON.parse(item))),
      phones: phones && phones.map((item) => (JSON.parse(item))),
      urls: urls && urls.map((item) => (JSON.parse(item))),
      addresses: address && address.map((item) => (JSON.parse(item))),
      customFields,
    };

    const response = await this.teamgate.createCompany({
      $,
      data,
    });

    $.export("$summary", "Company Successfully 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.
Name	`name`	`string`	The company`s name.
PersonId	`personId`	`integer`	Select a value from the drop down menu.
Job Title	`jobTitle`	`string`	The field will be set only if `personId` is not empty.
Customer Status Id	`customerStatusId`	`string`	Select a value from the drop down menu:`{ "label": "Non Customer", "value": "0" }{ "label": "Past Customer", "value": "1" }{ "label": "Customer", "value": "2" }`
Prospect Status Id	`prospectStatusId`	`string`	Select a value from the drop down menu:`{ "label": "Non Prospect", "value": "0" }{ "label": "Lost Prospect", "value": "1" }{ "label": "Prospect", "value": "2" }`
Starred	`starred`	`boolean`	Indicator the company is starred or not.
Owner Id	`ownerId`	`integer`	Select a value from the drop down menu.
Owner Username	`ownerUsername`	`string`	The username to which the company belongs.
Owner Random	`ownerRandom`	`string`	A list of users/user groups to select the random owner. Example 1: "ownerRandom": ["5", "6"], Example 2: "ownerRandom": {"groups":["1"]}, Example 3: "ownerRandom": {"0":"5","1":"6","groups":["1"]}
Source Id	`sourceId`	`integer`	Select a value from the drop down menu.
Source	`source`	`string`	If the source does not exist it will be created.
Source Description	`sourceDescription`	`string`	Will be set only if will be created new source.
Industry Id	`industryId`	`integer`	Select a value from the drop down menu.
Industry	`industry`	`string`	If the industry does not exist it will be created.
Industry Description	`industryDescription`	`string`	Will be set only if will be created new industry.
Code	`code`	`string`	Unique code of the Company.
VAT Code	`vatCode`	`string`	VAT identification number of the Company.
Tags	`tags`	`string[]`	A list of tags
Emails	`emails`	`string[]`	A list of the company's emails. Example for string value: `{"value":"john@example.net","type":"work"}` Object format
Phones	`phones`	`string[]`	A list of the company's phones. Example for string value: `{"value":"+44 123 456 7890","type":"mobile"}` Object format
URLS	`urls`	`string[]`	A list of the company's urls. Example for string value: `{"value":"https://facebook.com/example","type":"facebook"}` Object format
Address	`address`	`string[]`	A list of address objects. Example for string value: `{"value":{"city":"Chicago","countryIso":"USA"}}` Object format
Custom Fields	`customFields`	`string[]`	A list of custom fields. Each row must be an object which the key is the `custom field id`. Example for string value: `{"1":"Test value for field with Id 1"}`

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