← Notion + Teamgate integrations

Create Company with Teamgate API on New Database from Notion API

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New Database from the Notion API
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Create Company with the Teamgate API
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Getting Started

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

  1. Select this integration
  2. Configure the New Database trigger
    1. Connect your Notion account
    2. Configure timer
  3. 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
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.
Version:0.0.8
Key:notion-new-database

Notion Overview

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Using Pipedream's platform, you can build workflows that connect Notion with various other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Trigger Code

import base from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";
import constants from "../common/constants.mjs";

export default {
  ...base,
  key: "notion-new-database",
  name: "New Database",
  description: "Emit new event when a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.",
  version: "0.0.8",
  type: "source",
  async run() {
    const databases = [];
    const params = this.lastCreatedSortParam();
    const lastCreatedTimestamp = this.getLastCreatedTimestamp();

    do {
      const response = await this.notion.listDatabases(params);

      for (const database of response.results) {
        if (!this.isResultNew(database.created_time, lastCreatedTimestamp)) {
          params.start_cursor = null;
          break;
        }
        databases.push(database);
      }

      params.start_cursor = response.next_cursor;
    } while (params.start_cursor);

    databases.reverse().forEach((database) => {
      const meta = this.generateMeta(
        database,
        constants.types.DATABASE,
        constants.timestamps.CREATED_TIME,
        constants.summaries.DATABASE_ADDED,
      );
      this.$emit(database, meta);
    });

    const lastCreatedTime = databases[databases.length - 1]?.created_time;
    if (lastCreatedTime) {
      this.setLastCreatedTimestamp(Date.parse(lastCreatedTime));
    }
  },
  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.
LabelPropTypeDescription
NotionnotionappThis component uses the Notion app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Trigger Authentication

Notion uses OAuth authentication. When you connect your Notion account, Pipedream will open a popup window where you can sign into Notion and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Notion API.

Pipedream requests the following authorization scopes when you connect your account:

About Notion

Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Action

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

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.

LabelPropTypeDescription
TeamgateteamgateappThis component uses the Teamgate app.
Namenamestring

The company`s name.

PersonIdpersonIdintegerSelect a value from the drop down menu.
Job TitlejobTitlestring

The field will be set only if personId is not empty.

Customer Status IdcustomerStatusIdstringSelect a value from the drop down menu:{ "label": "Non Customer", "value": "0" }{ "label": "Past Customer", "value": "1" }{ "label": "Customer", "value": "2" }
Prospect Status IdprospectStatusIdstringSelect a value from the drop down menu:{ "label": "Non Prospect", "value": "0" }{ "label": "Lost Prospect", "value": "1" }{ "label": "Prospect", "value": "2" }
Starredstarredboolean

Indicator the company is starred or not.

Owner IdownerIdintegerSelect a value from the drop down menu.
Owner UsernameownerUsernamestring

The username to which the company belongs.

Owner RandomownerRandomstring

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 IdsourceIdintegerSelect a value from the drop down menu.
Sourcesourcestring

If the source does not exist it will be created.

Source DescriptionsourceDescriptionstring

Will be set only if will be created new source.

Industry IdindustryIdintegerSelect a value from the drop down menu.
Industryindustrystring

If the industry does not exist it will be created.

Industry DescriptionindustryDescriptionstring

Will be set only if will be created new industry.

Codecodestring

Unique code of the Company.

VAT CodevatCodestring

VAT identification number of the Company.

Tagstagsstring[]

A list of tags

Emailsemailsstring[]

A list of the company's emails. Example for string value: {"value":"john@example.net","type":"work"} Object format

Phonesphonesstring[]

A list of the company's phones. Example for string value: {"value":"+44 123 456 7890","type":"mobile"} Object format

URLSurlsstring[]

A list of the company's urls. Example for string value: {"value":"https://facebook.com/example","type":"facebook"} Object format

Addressaddressstring[]

A list of address objects. Example for string value: {"value":{"city":"Chicago","countryIso":"USA"}} Object format

Custom FieldscustomFieldsstring[]

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

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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