Create Email Template with Amazon SES API on New Deal Stage Change from Teamgate API

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New Deal Stage Change from the Teamgate API

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Create Email Template with the Amazon SES API

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Getting Started#

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

Select this integration
Configure the New Deal Stage Change trigger
1. Connect your Teamgate account
2. Configure Polling interval
3. Select one or more Deals
Configure the Create Email Template action
1. Connect your Amazon SES account
2. Select a AWS Region
3. Configure Template Name
4. Configure Subject
5. Optional- Configure HTML
6. Optional- Configure Text
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 Deal Stage Change on Teamgate

Description:Emit new event when a deal stage is changed. [See docs here](https://developers.teamgate.com/#b692423c-78f3-449b-bb8b-ad73a240f833)

Version:0.0.1

Key:teamgate-deal-stage-changed

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.

Trigger Code#

import common from "../common/base-single.mjs";

export default {
  ...common,
  type: "source",
  name: "New Deal Stage Change",
  key: "teamgate-deal-stage-changed",
  description: "Emit new event when a deal stage is changed. [See docs here](https://developers.teamgate.com/#b692423c-78f3-449b-bb8b-ad73a240f833)",
  version: "0.0.1",
  props: {
    ...common.props,
    dealId: {
      propDefinition: [
        common.props.teamgate,
        "deals",
      ],
    },
  },
  methods: {
    ...common.methods,
    getSummary({
      stage: {
        name, id,
      },
    }) {
      return `Stage changed: ${name} (${id})`;
    },
    getFn() {
      return this.teamgate.getDeal(this.dealId);
    },
    getActualValue(item) {
      return item.stage.id;
    },
  },
};

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
Teamgate	`teamgate`	`app`	This component uses the Teamgate 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 Teamgate API on this schedule
Deals	`dealId`	`integer[]`	Select a value from the drop down menu.

Trigger 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.

Action#

Create Email Template on Amazon SES

Description:Create a HTML or a plain text email template. [See the docs](https://docs.aws.amazon.com/AWSJavaScriptSDK/v3/latest/clients/client-sesv2/classes/createemailtemplatecommand.html)

Version:0.0.1

Key:amazon_ses-create-email-template

View on GitHub

Amazon SES Overview#

Amazon Simple Email Service (SES) is a powerful cloud-based email sending service designed to help digital marketers and application developers send marketing, notification, and transactional emails. With the SES API, you can reliably send emails at scale, manage sender reputations, view email sending statistics, and maintain a high deliverability rate. Leveraging Pipedream's capabilities, you can integrate SES seamlessly into serverless workflows, automate email responses based on triggers from other apps, and analyze the effectiveness of your email campaigns by connecting to data analytics platforms.

Action Code#

import base from "../common/base.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  key: "amazon_ses-create-email-template",
  name: "Create Email Template",
  description: "Create a HTML or a plain text email template. [See the docs](https://docs.aws.amazon.com/AWSJavaScriptSDK/v3/latest/clients/client-sesv2/classes/createemailtemplatecommand.html)",
  version: "0.0.1",
  type: "action",
  props: {
    ...base.props,
    TemplateName: {
      type: "string",
      label: "Template Name",
      description: "The email template name",
    },
    Subject: {
      propDefinition: [
        base.props.amazonSes,
        "Subject",
      ],
    },
    Html: {
      propDefinition: [
        base.props.amazonSes,
        "Html",
      ],
      optional: true,
    },
    Text: {
      propDefinition: [
        base.props.amazonSes,
        "Text",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.Html && !this.Text) {
      throw new ConfigurationError("Html or Text must be configured");
    }

    const params = {
      TemplateName: this.TemplateName,
      TemplateContent: {
        Subject: this.amazonSes.replaceCurlyBrackets(this.Subject),
        Html: this.amazonSes.replaceCurlyBrackets(this.Html),
        Text: this.amazonSes.replaceCurlyBrackets(this.Text),
      },
    };
    const response = await this.amazonSes.createEmailTemplate(this.region, params);
    $.export("$summary", "Successfully created email template");
    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
Amazon SES	`amazonSes`	`app`	This component uses the Amazon SES app.
AWS Region	`region`	`string`	Select a value from the drop down menu.
Template Name	`TemplateName`	`string`	The email template name
Subject	`Subject`	`string`	The email subject line. Use `\{\{` and `\}\}` to insert tags. Example: `This is a \{\{tagname\}\}`.
HTML	`Html`	`string`	The HTML email body. Use `\{\{` and `\}\}` to insert tags. Example: `This is a \{\{tagname\}\}`.
Text	`Text`	`string`	The email body that will be visible to recipients whose email clients do not display HTML. Use `\{\{` and `\}\}` to insert tags. Example: `This is a \{\{tagname\}\}`.

Action Authentication#

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

Follow the AWS Instructions for creating an IAM user with an associated access and secret key, with the minimum IAM permissions necessary to send email or hit the desired SES APIs from Pipedream.

Enter the access and secret key below.

Create Email Template with Amazon SES API on New Deal Stage Change from Teamgate API

Pipedream makes it easy to connect APIs for Amazon SES, Teamgate and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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