Create Deal with Teamgate API on New Query Results from Snowflake API

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Trigger workflow on

New Query Results from the Snowflake API

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Create Deal with the Teamgate API

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Getting Started#

This integration creates a workflow with a Snowflake 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 Query Results trigger
1. Connect your Snowflake account
2. Configure timer
3. Configure SQL Query
4. Optional- Configure Primary key
5. Optional- Configure Emit individual events
Configure the Create Deal action
1. Connect your Teamgate account
2. Configure Name
3. Select a Buyer Id
4. Select a Pipeline
5. Select a Stage
6. Optional- Configure Cart Discount Value
7. Optional- Select a Cart Discount Type
8. Optional- Configure Cart Items
9. Optional- Select a Status
10. Optional- Configure Price Value
11. Optional- Configure Price Currency
12. Optional- Configure Starred
13. Optional- Select a Owner Id
14. Optional- Configure Owner Username
15. Optional- Configure Owner Random
16. Optional- Select a Source Id
17. Optional- Configure Source
18. Optional- Configure Source Description
19. Optional- Configure Tags
20. Optional- Configure Estimated Closure Date
21. Optional- Configure Actual Closure Date
22. Optional- Configure Created Date
23. 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 Query Results on Snowflake

Description:Run a SQL query on a schedule, triggering a workflow for each row of results

Version:0.2.2

Key:snowflake-query-results

View on GitHub

Snowflake Overview#

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University.

Trigger Code#

import common from "../common.mjs";
import { v4 as uuidv4 } from "uuid";

export default {
  ...common,
  type: "source",
  key: "snowflake-query-results",
  name: "New Query Results",
  // eslint-disable-next-line
  description: "Run a SQL query on a schedule, triggering a workflow for each row of results",
  version: "0.2.2",
  props: {
    ...common.props,
    sqlQuery: {
      type: "string",
      label: "SQL Query",
      description: "Run this query on a schedule, triggering the workflow for each row of results",
    },
    // Ordering props correctly
    timer: common.props.timer,
    dedupeKey: {
      type: "string",
      label: "Primary key",
      description: "The column in your query to use for de-duplication. Duplicate rows won't trigger your workflow",
      optional: true,
    },
    emitIndividualEvents: {
      propDefinition: [
        common.props.snowflake,
        "emitIndividualEvents",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateMeta(data) {
      const {
        row: { [this.dedupeKey]: id = uuidv4() },
        timestamp: ts,
      } = data;
      const summary = `New event (ID: ${id})`;
      return {
        id,
        summary,
        ts,
      };
    },
    generateMetaForCollection(data) {
      const { timestamp: ts } = data;
      const id = uuidv4();
      const summary = `New event (ID: ${id})`;
      return {
        id,
        summary,
        ts,
      };
    },
    getStatement() {
      return {
        sqlText: this.sqlQuery,
      };
    },
  },
};

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
Snowflake	`snowflake`	`app`	This component uses the Snowflake app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`	Watch for changes on this schedule
SQL Query	`sqlQuery`	`string`	Run this query on a schedule, triggering the workflow for each row of results
Primary key	`dedupeKey`	`string`	The column in your query to use for de-duplication. Duplicate rows won't trigger your workflow
Emit individual events	`emitIndividualEvents`	`boolean`	Defaults to `true`, triggering workflows on each record in the result set. Set to `false` to emit records in batch (advanced)

Trigger Authentication#

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

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

About Snowflake#

A data warehouse built for the cloud

Action#

Create Deal on Teamgate

Description:Create a new deal. [See the docs here](https://developers.teamgate.com/#7cf909d7-b66c-4ddb-ac3b-bb800f8b4ae5)

Version:0.0.1

Key:teamgate-create-deal

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-deal",
  name: "Create Deal",
  version: "0.0.1",
  description: "Create a new deal. [See the docs here](https://developers.teamgate.com/#7cf909d7-b66c-4ddb-ac3b-bb800f8b4ae5)",
  type: "action",
  props: {
    teamgate,
    name: {
      propDefinition: [
        teamgate,
        "name",
      ],
      description: "Name of the Deal. E.g. `\"Example Ltd\"`.",
    },
    buyerId: {
      propDefinition: [
        teamgate,
        "personId",
      ],
      label: "Buyer Id",
    },
    pipeline: {
      propDefinition: [
        teamgate,
        "pipeline",
      ],
    },
    stage: {
      propDefinition: [
        teamgate,
        "stage",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
    },
    cartDiscountValue: {
      propDefinition: [
        teamgate,
        "cartDiscountValue",
      ],
      optional: true,
    },
    cartDiscountType: {
      propDefinition: [
        teamgate,
        "cartDiscountType",
      ],
      optional: true,
    },
    cartItems: {
      propDefinition: [
        teamgate,
        "cartItems",
      ],
      optional: true,
    },
    status: {
      propDefinition: [
        teamgate,
        "status",
      ],
      optional: true,
    },
    priceValue: {
      propDefinition: [
        teamgate,
        "priceValue",
      ],
      optional: true,
    },
    priceCurrency: {
      propDefinition: [
        teamgate,
        "priceCurrency",
      ],
      optional: true,
    },
    starred: {
      propDefinition: [
        teamgate,
        "starred",
      ],
      description: "Indicator the deal is starred or not.",
      optional: true,
    },
    ownerId: {
      propDefinition: [
        teamgate,
        "ownerId",
      ],
      optional: true,
    },
    ownerUsername: {
      propDefinition: [
        teamgate,
        "ownerUsername",
      ],
      optional: true,
      description: "The username to which the deal belongs.",
    },
    ownerRandom: {
      propDefinition: [
        teamgate,
        "ownerRandom",
      ],
      optional: true,
    },
    sourceId: {
      propDefinition: [
        teamgate,
        "sourceId",
      ],
      optional: true,
    },
    source: {
      propDefinition: [
        teamgate,
        "source",
      ],
      optional: true,
    },
    sourceDescription: {
      propDefinition: [
        teamgate,
        "sourceDescription",
      ],
      optional: true,
    },
    tags: {
      propDefinition: [
        teamgate,
        "tags",
      ],
      optional: true,
    },
    estimatedClosureDate: {
      propDefinition: [
        teamgate,
        "estimatedClosureDate",
      ],
      optional: true,
    },
    actualClosureDate: {
      propDefinition: [
        teamgate,
        "actualClosureDate",
      ],
      optional: true,
    },
    createdDate: {
      propDefinition: [
        teamgate,
        "createdDate",
      ],
      optional: true,
    },
    customFields: {
      propDefinition: [
        teamgate,
        "customFields",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      name,
      buyerId,
      stage,
      cartDiscountValue,
      cartDiscountType,
      cartItems,
      status,
      priceValue,
      priceCurrency,
      starred,
      ownerId,
      ownerUsername,
      ownerRandom,
      sourceId,
      source,
      sourceDescription,
      tags,
      estimatedClosureDate,
      actualClosureDate,
      createdDate,
      customFields,
    } = this;

    const data = {
      name,
      buyerId,
      stage,
      cart: {
        discount: {
          "value": cartDiscountValue,
          "type": cartDiscountType,
        },
        items: cartItems && cartItems.map((item) => (JSON.parse(item))),
      },
      status,
      priceValue,
      priceCurrency,
      starred,
      ownerId,
      ownerUsername,
      ownerRandom,
      sourceId,
      source,
      sourceDescription,
      tags,
      estimatedClosureDate,
      actualClosureDate,
      createdDate,
      customFields,
    };

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

    $.export("$summary", "Deal 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`	Name of the Deal. E.g. `"Example Ltd"`.
Buyer Id	`buyerId`	`integer`	Select a value from the drop down menu.
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stage	`stage`	`integer`	Select a value from the drop down menu.
Cart Discount Value	`cartDiscountValue`	`string`	The discount on all cart.
Cart Discount Type	`cartDiscountType`	`string`	Select a value from the drop down menu:`fixedperc`
Cart Items	`cartItems`	`string[]`	The object items. Example: `{"id":20,"price":{"currency": "EUR","value": "10000.0000"},"discount":{"type":"percentage","value": "20.0000"},"quantity": 2}`
Status	`status`	`string`	Select a value from the drop down menu:`activewonlostpostponed`
Price Value	`priceValue`	`string`	The deal`s price
Price Currency	`priceCurrency`	`string`	The deal`s currency
Starred	`starred`	`boolean`	Indicator the deal 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 deal 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.
Tags	`tags`	`string[]`	A list of tags
Estimated Closure Date	`estimatedClosureDate`	`string`	Example: `2017-03-10T11:45:59+02:00`
Actual Closure Date	`actualClosureDate`	`string`	Example: `2017-03-10T11:45:59+02:00`
Created Date	`createdDate`	`string`	Example: `2017-03-10T11:45:59+02:00`
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