← Stripe + Teamgate integrations

Create Person with Teamgate API on New Custom Webhook Events from Stripe API

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New Custom Webhook Events from the Stripe API
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Create Person with the Teamgate API
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Getting Started

This integration creates a workflow with a Stripe 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 Custom Webhook Events trigger
    1. Connect your Stripe account
    2. Select one or more Events
  3. Configure the Create Person action
    1. Connect your Teamgate account
    2. Configure Name
    3. Optional- Select one or more Companies
    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 Tags
    18. Optional- Configure Emails
    19. Optional- Configure Phones
    20. Optional- Configure URLS
    21. Optional- Configure Address
    22. Optional- Configure Birthday
    23. Optional- Configure Personal Number
    24. Optional- Select a Gender
    25. 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 on each webhook event
Version:0.1.1
Key:stripe-custom-webhook-events

Stripe Overview

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Trigger Code

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

export default {
  ...common,
  key: "stripe-custom-webhook-events",
  name: "New Custom Webhook Events",
  type: "source",
  version: "0.1.1",
  description: "Emit new event on each webhook event",
  props: {
    ...common.props,
    enabledEvents: {
      type: "string[]",
      label: "Events",
      description: "Events to listen for. Select `*` for all events",
      options: constants.WEBHOOK_EVENTS,
      default: [
        "*",
      ],
    },
  },
  methods: {
    ...common.methods,
    getEvents() {
      return this.enabledEvents;
    },
  },
  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
StripestripeappThis component uses the Stripe app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
EventsenabledEventsstring[]Select a value from the drop down menu:*account.application.authorizedaccount.application.deauthorizedaccount.external_account.createdaccount.external_account.deletedaccount.external_account.updatedaccount.updatedapplication_fee.createdapplication_fee.refund.updatedapplication_fee.refundedbalance.availablecapability.updatedcharge.capturedcharge.dispute.closedcharge.dispute.createdcharge.dispute.funds_reinstatedcharge.dispute.funds_withdrawncharge.dispute.updatedcharge.expiredcharge.failedcharge.pendingcharge.refund.updatedcharge.refundedcharge.succeededcharge.updatedcheckout.session.async_payment_failedcheckout.session.async_payment_succeededcheckout.session.completedcoupon.createdcoupon.deletedcoupon.updatedcredit_note.createdcredit_note.updatedcredit_note.voidedcustomer.createdcustomer.deletedcustomer.discount.createdcustomer.discount.deletedcustomer.discount.updatedcustomer.source.createdcustomer.source.deletedcustomer.source.expiringcustomer.source.updatedcustomer.subscription.createdcustomer.subscription.deletedcustomer.subscription.pending_update_appliedcustomer.subscription.pending_update_expiredcustomer.subscription.trial_will_endcustomer.subscription.updatedcustomer.tax_id.createdcustomer.tax_id.deletedcustomer.tax_id.updatedcustomer.updatedfile.createdinvoice.createdinvoice.deletedinvoice.finalizedinvoice.marked_uncollectibleinvoice.paidinvoice.payment_action_requiredinvoice.payment_failedinvoice.payment_succeededinvoice.sentinvoice.upcominginvoice.updatedinvoice.voidedinvoiceitem.createdinvoiceitem.deletedinvoiceitem.updatedissuing_authorization.createdissuing_authorization.requestissuing_authorization.updatedissuing_card.createdissuing_card.updatedissuing_cardholder.createdissuing_cardholder.updatedissuing_dispute.createdissuing_dispute.funds_reinstatedissuing_dispute.updatedissuing_transaction.createdissuing_transaction.updatedmandate.updatedorder.createdorder.payment_failedorder.payment_succeededorder.updatedorder_return.createdpayment_intent.amount_capturable_updatedpayment_intent.canceledpayment_intent.createdpayment_intent.payment_failedpayment_intent.processingpayment_intent.succeededpayment_method.attachedpayment_method.card_automatically_updatedpayment_method.detachedpayment_method.updatedpayout.canceledpayout.createdpayout.failedpayout.paidpayout.updatedperson.createdperson.deletedperson.updatedplan.createdplan.deletedplan.updatedprice.createdprice.deletedprice.updatedproduct.createdproduct.deletedproduct.updatedradar.early_fraud_warning.createdradar.early_fraud_warning.updatedrecipient.createdrecipient.deletedrecipient.updatedreporting.report_run.failedreporting.report_run.succeededreporting.report_type.updatedreview.closedreview.openedsetup_intent.canceledsetup_intent.createdsetup_intent.setup_failedsetup_intent.succeededsigma.scheduled_query_run.createdsku.createdsku.deletedsku.updatedsource.canceledsource.chargeablesource.failedsource.mandate_notificationsource.refund_attributes_requiredsource.transaction.createdsource.transaction.updatedsubscription_schedule.abortedsubscription_schedule.canceledsubscription_schedule.completedsubscription_schedule.createdsubscription_schedule.expiringsubscription_schedule.releasedsubscription_schedule.updatedtax_rate.createdtax_rate.updatedtopup.canceledtopup.createdtopup.failedtopup.reversedtopup.succeededtransfer.createdtransfer.failedtransfer.paidtransfer.reversedtransfer.updated

Trigger Authentication

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

Stripe uses API keys to authenticate requests (more info in their docs here).

To connect Pipedream to your Stripe account,

  1. Create a Stripe API key
  2. Click "Create Restricted Key"
  3. Enter the Restricted API key below.

To help ensure proper security, we recommend you create a Restricted key with scopes relevant to the specific operations you will use in Pipedream.

About Stripe

Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.

Action

Description:Create a new person. [See the docs here](https://developers.teamgate.com/#6a612101-c0cb-404c-9442-29d07c352185)
Version:0.0.1
Key:teamgate-create-person

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-person",
  name: "Create Person",
  version: "0.0.1",
  description: "Create a new person. [See the docs here](https://developers.teamgate.com/#6a612101-c0cb-404c-9442-29d07c352185)",
  type: "action",
  props: {
    teamgate,
    name: {
      propDefinition: [
        teamgate,
        "name",
      ],
      description: "The person's name.",
    },
    companies: {
      propDefinition: [
        teamgate,
        "companies",
      ],
      optional: true,
    },
    jobTitle: {
      propDefinition: [
        teamgate,
        "jobTitle",
      ],
      description: "The field will be set only if `companyId` is not empty.",
      optional: true,
    },
    customerStatusId: {
      propDefinition: [
        teamgate,
        "customerStatusId",
      ],
      description: "The person`s customer status.",
      optional: true,
    },
    prospectStatusId: {
      propDefinition: [
        teamgate,
        "prospectStatusId",
      ],
      optional: true,
      description: "The person`s prospect status.",
    },
    starred: {
      propDefinition: [
        teamgate,
        "starred",
      ],
      description: "Indicator the person is starred or not.",
      optional: true,
    },
    ownerId: {
      propDefinition: [
        teamgate,
        "ownerId",
      ],
      optional: true,
    },
    ownerUsername: {
      propDefinition: [
        teamgate,
        "ownerUsername",
      ],
      optional: true,
      description: "The username to which the person 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,
    },
    birthday: {
      type: "string",
      label: "Birthday",
      description: "Person's date of birth in YYY-MM-DD format.",
      optional: true,
    },
    personalNumber: {
      type: "string",
      label: "Personal Number",
      description: "Unique personal identification code.",
      optional: true,
    },
    gender: {
      type: "string",
      label: "Gender",
      description: "The person's gender.",
      optional: true,
      options: [
        "male",
        "female",
      ],
    },
    customFields: {
      propDefinition: [
        teamgate,
        "customFields",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      name,
      companies,
      jobTitle,
      customerStatusId,
      prospectStatusId,
      starred,
      ownerId,
      ownerUsername,
      ownerRandom,
      sourceId,
      source,
      sourceDescription,
      industryId,
      industry,
      industryDescription,
      tags,
      emails,
      phones,
      urls,
      address,
      birthday,
      personalNumber,
      gender,
      customFields,
    } = this;

    const data = {
      name,
      companyId: companies,
      jobTitle,
      customerStatusId,
      prospectStatusId,
      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))),
      birthday,
      personalNumber,
      gender,
      customFields,
    };

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

    $.export("$summary", "Person 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 person's name.

Companiescompaniesinteger[]Select a value from the drop down menu.
Job TitlejobTitlestring

The field will be set only if companyId 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 person is starred or not.

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

The username to which the person 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.

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

Birthdaybirthdaystring

Person's date of birth in YYY-MM-DD format.

Personal NumberpersonalNumberstring

Unique personal identification code.

GendergenderstringSelect a value from the drop down menu:malefemale
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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