Create Lead with Teamgate API on New Row from Snowflake API

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Trigger workflow on

New Row from the Snowflake API

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Create Lead 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 Row trigger
1. Connect your Snowflake account
2. Configure timer
3. Select a Database
4. Select a Schema
5. Select a Table Name
6. Select a Unique Key
7. Optional- Configure Emit individual events
Configure the Create Lead action
1. Connect your Teamgate account
2. Optional- Configure Name
3. Optional- Configure Company Name
4. Optional- Select one or more Companies
5. Optional- Configure Job Title
6. Optional- Select a Lead Status Id
7. Optional- Configure Status
8. Optional- Configure Status Description
9. Optional- Configure Starred
10. Optional- Select a Owner Id
11. Optional- Configure Owner Username
12. Optional- Configure Owner Random
13. Optional- Select a Source Id
14. Optional- Configure Source
15. Optional- Configure Source Description
16. Optional- Select a Industry Id
17. Optional- Configure Industry
18. Optional- Configure Industry Description
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 Row on Snowflake

Description:Emit new event when a row is added to a table

Version:0.2.2

Key:snowflake-new-row

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-table-scan.mjs";

export default {
  ...common,
  type: "source",
  key: "snowflake-new-row",
  name: "New Row",
  description: "Emit new event when a row is added to a table",
  version: "0.2.2",
  methods: {
    ...common.methods,
    async getStatement(lastResultId) {
      const sqlText = `
        SELECT *
        FROM IDENTIFIER(:1)
        WHERE ${this.uniqueKey} > :2
        ORDER BY ${this.uniqueKey} ASC
      `;
      const binds = [
        this.tableName,
        lastResultId,
      ];
      return {
        sqlText,
        binds,
      };
    },
  },
};

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
Database	`database`	`string`	Select a value from the drop down menu.
Schema	`schema`	`string`	Select a value from the drop down menu.
Table Name	`tableName`	`string`	Select a value from the drop down menu.
Unique Key	`uniqueKey`	`string`	Select a value from the drop down menu.
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 Lead on Teamgate

Description:Create a new lead. [See the docs here](https://developers.teamgate.com/#8921df2b-3158-4b16-b81c-c37c6414c20f)

Version:0.0.1

Key:teamgate-create-lead

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-lead",
  name: "Create Lead",
  version: "0.0.1",
  description: "Create a new lead. [See the docs here](https://developers.teamgate.com/#8921df2b-3158-4b16-b81c-c37c6414c20f)",
  type: "action",
  props: {
    teamgate,
    name: {
      propDefinition: [
        teamgate,
        "name",
      ],
      description: "Required only if a lead is an person and `companyName` and `companyId` is empty.",
      optional: true,
    },
    companyName: {
      propDefinition: [
        teamgate,
        "companyName",
      ],
      optional: true,
    },
    companies: {
      propDefinition: [
        teamgate,
        "companies",
      ],
      description: "Required only if a lead is an company and `name` is empty. The field will be set only if `companyName` is empty.",
      optional: true,
    },
    jobTitle: {
      propDefinition: [
        teamgate,
        "jobTitle",
      ],
      description: "The field will be set only if is set `companyName` or `companyId`.",
      optional: true,
    },
    statusId: {
      propDefinition: [
        teamgate,
        "leadStatusId",
      ],
      optional: true,
    },
    status: {
      propDefinition: [
        teamgate,
        "leadStatus",
      ],
      optional: true,
    },
    statusDescription: {
      propDefinition: [
        teamgate,
        "leadStatusDescription",
      ],
      optional: true,
    },
    starred: {
      propDefinition: [
        teamgate,
        "starred",
      ],
      description: "Indicator the lead is starred or not.",
      optional: true,
    },
    ownerId: {
      propDefinition: [
        teamgate,
        "ownerId",
      ],
      optional: true,
    },
    ownerUsername: {
      propDefinition: [
        teamgate,
        "ownerUsername",
      ],
      optional: true,
      description: "The username to which the lead 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,
    },
    industryId: {
      propDefinition: [
        teamgate,
        "industryId",
      ],
      optional: true,
    },
    industry: {
      propDefinition: [
        teamgate,
        "industry",
      ],
      optional: true,
    },
    industryDescription: {
      propDefinition: [
        teamgate,
        "industryDescription",
      ],
      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,
      companyName,
      companies,
      jobTitle,
      statusId,
      status,
      statusDescription,
      starred,
      ownerId,
      ownerUsername,
      ownerRandom,
      sourceId,
      source,
      sourceDescription,
      industryId,
      industry,
      industryDescription,
      tags,
      emails,
      phones,
      urls,
      address,
      customFields,
    } = this;

    const data = {
      name,
      companyName,
      companyId: companies,
      jobTitle,
      statusId,
      status,
      statusDescription,
      starred,
      ownerId,
      ownerUsername,
      ownerRandom,
      sourceId,
      source,
      sourceDescription,
      industryId,
      industry,
      industryDescription,
      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))),
      address: address && address.map((item) => (JSON.parse(item))),
      customFields,
    };

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

    $.export("$summary", "Lead 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`	Required only if a lead is an person and `companyName` and `companyId` is empty.
Company Name	`companyName`	`string`	Required only if a lead is an company and `name` is empty. The field will be set only if `companyId` is empty.
Companies	`companies`	`integer[]`	Select a value from the drop down menu.
Job Title	`jobTitle`	`string`	The field will be set only if is set `companyName` or `companyId`.
Lead Status Id	`statusId`	`integer`	Select a value from the drop down menu.
Status	`status`	`string`	If the stauts does not exist it will be created.
Status Description	`statusDescription`	`string`	Will be set only if will be created new status.
Starred	`starred`	`boolean`	Indicator the lead 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 lead 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.
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