Create or Update Company with Gainsight API on New Chat from Microsoft Teams API

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New Chat from the Microsoft Teams API

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Create or Update Company with the Gainsight API

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Getting Started#

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

Select this integration
Configure the New Chat trigger
1. Connect your Microsoft Teams account
2. Configure Polling interval
Configure the Create or Update Company action
1. Connect your Gainsight account
2. Configure Name
3. Optional- Configure Industry
4. Optional- Configure Annual Recurring Revenue (ARR)
5. Optional- Configure Employees
6. Optional- Configure Life Cycle in Weeks
7. Optional- Configure Original Contract Date
8. Optional- Configure Renewal Date
9. Optional- Select a Stage
10. Optional- Select a Status
11. Optional- Configure Additional Options
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 Chat on Microsoft Teams

Description:Emit new event when a new chat is created

Version:0.0.7

Key:microsoft_teams-new-chat

View on GitHub

Microsoft Teams Overview#

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Trigger Code#

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

export default {
  ...base,
  key: "microsoft_teams-new-chat",
  name: "New Chat",
  description: "Emit new event when a new chat is created",
  version: "0.0.7",
  type: "source",
  dedupe: "unique",
  methods: {
    ...base.methods,
    async getResources(lastCreated) {
      return this.getNewPaginatedResources(
        this.microsoftTeams.listChats,
        {},
        lastCreated,
      );
    },
    generateMeta(chat) {
      return {
        id: chat.id,
        summary: chat.topic ?? `Chat ID ${chat.id}`,
        ts: Date.parse(chat.createdDateTime),
      };
    },
  },
};

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
Microsoft Teams	`microsoftTeams`	`app`	This component uses the Microsoft Teams 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 YouTube API on this schedule

Trigger Authentication#

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

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

User.Reademailoffline_accessopenidprofileChat.ReadChat.ReadWriteChatMessage.SendChannel.ReadBasic.AllChannelMessage.Read.AllChannelMessage.SendTeam.ReadBasic.AllSchedule.Read.All

About Microsoft Teams#

Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Action#

Create or Update Company on Gainsight

Description:Create or update a company record. [See the documentation](https://support.gainsight.com/gainsight_nxt/API_and_Developer_Docs/Company_and_Relationship_API/Company_API_Documentation#Parameters)

Version:0.0.1

Key:gainsight_nxt-create-or-update-company

View on GitHub

Action Code#

import { parseObjectEntries } from "../../common/utils.mjs";
import app from "../../gainsight_nxt.app.mjs";

export default {
  key: "gainsight_nxt-create-or-update-company",
  name: "Create or Update Company",
  description: "Create or update a company record. [See the documentation](https://support.gainsight.com/gainsight_nxt/API_and_Developer_Docs/Company_and_Relationship_API/Company_API_Documentation#Parameters)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Name",
      description: "The name of the company. If a company record with this name exists, it will be updated, otherwise a new one will be created.",
    },
    industry: {
      type: "string",
      label: "Industry",
      description: "The industry name of the company.",
      optional: true,
    },
    arr: {
      type: "string",
      label: "Annual Recurring Revenue (ARR)",
      description: "The annual recurring revenue of the company, as a currency value.",
      optional: true,
    },
    employees: {
      type: "integer",
      label: "Employees",
      description: "The number of employees the company has.",
      optional: true,
    },
    lifecycleInWeeks: {
      type: "integer",
      label: "Life Cycle in Weeks",
      description: "The number of weeks the entire process goes through.",
      optional: true,
    },
    originalContractDate: {
      type: "string",
      label: "Original Contract Date",
      description: "The date the engagement with the client started, in `YYYY-MM-DD` format.",
      optional: true,
    },
    renewalDate: {
      type: "string",
      label: "Renewal Date",
      description: "The upcoming renewal date of the contract, in `YYYY-MM-DD` format.",
      optional: true,
    },
    stage: {
      type: "string",
      label: "Stage",
      description: "The current stage of the company in the sales pipeline.",
      optional: true,
      options: [
        "New Customer",
        "Kicked Off",
        "Launched",
        "Adopting",
        "Will Churn",
        "Churn",
      ],
    },
    status: {
      type: "string",
      label: "Status",
      description: "The current status of the company.",
      optional: true,
      options: [
        "Active",
        "Inactive",
        "Churn",
      ],
    },
    additionalOptions: {
      type: "object",
      label: "Additional Options",
      description:
        "Additional parameters to send in the request. [See the documentation](https://support.gainsight.com/gainsight_nxt/API_and_Developer_Docs/Company_and_Relationship_API/Company_API_Documentation#Parameters) for available parameters. Values will be parsed as JSON where applicable.",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      records: [
        {
          Name: this.name,
          Industry: this.industry,
          ARR: this.arr,
          Employees: this.employees,
          LifecycleInWeeks: this.lifecycleInWeeks,
          OriginalContractDate: this.originalContractDate,
          RenewalDate: this.renewalDate,
          Stage: this.stage,
          Status: this.status,
          ...(this.additionalOptions && parseObjectEntries(this.additionalOptions)),
        },
      ],
    };

    let summary = "";
    let result;
    try {
      const updateReq = await this.app.updateCompany({
        $,
        data,
      });
      result = updateReq;
      summary = updateReq.result === true
        ? `Successfully updated company '${this.name}'`
        : `Error updating company '${this.name}'`;
    }
    catch (err) {
      const createReq = await this.app.createCompany({
        $,
        data,
      });
      result = createReq;
      summary = createReq.result === true
        ? `Successfully created company '${this.name}'`
        : `Error creating company '${this.name}'`;
    }

    $.export(
      "$summary",
      summary,
    );
    return result;
  },
};

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
Gainsight	`app`	`app`	This component uses the Gainsight app.
Name	`name`	`string`	The name of the company. If a company record with this name exists, it will be updated, otherwise a new one will be created.
Industry	`industry`	`string`	The industry name of the company.
Annual Recurring Revenue (ARR)	`arr`	`string`	The annual recurring revenue of the company, as a currency value.
Employees	`employees`	`integer`	The number of employees the company has.
Life Cycle in Weeks	`lifecycleInWeeks`	`integer`	The number of weeks the entire process goes through.
Original Contract Date	`originalContractDate`	`string`	The date the engagement with the client started, in `YYYY-MM-DD` format.
Renewal Date	`renewalDate`	`string`	The upcoming renewal date of the contract, in `YYYY-MM-DD` format.
Stage	`stage`	`string`	Select a value from the drop down menu:`New CustomerKicked OffLaunchedAdoptingWill ChurnChurn`
Status	`status`	`string`	Select a value from the drop down menu:`ActiveInactiveChurn`
Additional Options	`additionalOptions`	`object`	Additional parameters to send in the request. See the documentation for available parameters. Values will be parsed as JSON where applicable.

Create or Update Company with Gainsight API on New Chat from Microsoft Teams API

Pipedream makes it easy to connect APIs for Gainsight, Microsoft Teams 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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