Create Person with Teamgate API on New Message in Channel from Discord Bot API

Pipedream makes it easy to connect APIs for Teamgate, Discord Bot and 2,500+ other apps remarkably fast.

Trigger workflow on

New Message in Channel from the Discord Bot API

Next, do this

Create Person with the Teamgate API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Discord Bot 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 Message in Channel trigger
1. Connect your Discord Bot account
2. Select a Guild
3. Select one or more Channels
4. Optional- Configure Emit messages as a single event
5. Configure timer
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
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 Message in Channel on Discord Bot

Description:Emit new event for each message posted to one or more channels

Version:0.0.18

Key:discord_bot-new-message-in-channel

View on GitHub

Discord Bot Overview#

The Discord Bot API unlocks the power to interact with Discord users and channels programmatically, making it possible to automate messages, manage servers, and integrate with other services. With Pipedream's serverless platform, you can create complex workflows that respond to events in Discord, process data, and trigger actions in other apps. This opens up opportunities for community engagement, content moderation, analytics, and more, without the overhead of managing infrastructure.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import maxBy from "lodash.maxby";
import common from "../common.mjs";
import sampleEmit from "./test-event.mjs";

const { discord } = common.props;

export default {
  ...common,
  key: "discord_bot-new-message-in-channel",
  name: "New Message in Channel",
  description: "Emit new event for each message posted to one or more channels",
  type: "source",
  version: "0.0.18",

  dedupe: "unique", // Dedupe events based on the Discord message ID
  props: {
    ...common.props,
    db: "$.service.db",
    channels: {
      type: "string[]",
      label: "Channels",
      description: "The channels you'd like to watch for new messages",
      propDefinition: [
        discord,
        "channelId",
        ({ guildId }) => ({
          guildId,
        }),
      ],
    },
    emitEventsInBatch: {
      type: "boolean",
      label: "Emit messages as a single event",
      description:
        "If `true`, all messages are emitted as an array, within a single Pipedream event. Defaults to `false`, emitting each Discord message as its own event in Pipedream",
      optional: true,
      default: false,
    },
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  async run({ $ }) {
    // We store a cursor to the last message ID
    let lastMessageIDs = this._getLastMessageIDs();

    // If this is our first time running this source,
    // get the last N messages, emit them, and checkpoint
    for (const channelId of this.channels) {
      let lastMessageID;
      let messages = [];

      if (!lastMessageID) {
        messages = await this.discord.getMessages({
          $,
          channelId,
          params: {
            limit: 100,
          },
        });

        lastMessageID = messages.length
          ? maxBy(messages, (message) => message.id).id
          : 1;

      } else {
        let newMessages = [];

        do {
          newMessages = await this.discord.getMessages({
            $,
            channelId,
            params: {
              after: lastMessageIDs[channelId],
            },
          });

          messages = messages.concat(newMessages);

          lastMessageID = newMessages.length
            ? maxBy(newMessages, (message) => message.id).id
            : lastMessageIDs[channelId];

        } while (newMessages.length);
      }

      // Set the new high water mark for the last message ID
      // for this channel
      lastMessageIDs[channelId] = lastMessageID;

      if (!messages.length) {
        console.log(`No new messages in channel ${channelId}`);
        return;
      }

      console.log(`${messages.length} new messages in channel ${channelId}`);

      // Batched emits do not take advantage of the built-in deduper
      if (this.emitEventsInBatch) {
        const suffixChar =
          messages.length > 1
            ? "s"
            : "";

        this.$emit(messages, {
          summary: `${messages.length} new message${suffixChar}`,
          id: lastMessageID,
        });

      } else {
        messages.forEach((message) => {
          this.$emit(message, {
            summary: message.content,
            id: message.id, // dedupes events based on this ID
          });
        });
      }
    }

    // Set the last message ID for the next run
    this._setLastMessageIDs(lastMessageIDs);
  },
  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.

Label	Prop	Type	Description
Discord Bot	`discord`	`app`	This component uses the Discord Bot app.
Guild	`guildId`	`string`	Select a value from the drop down menu.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Channels	`channels`	`string[]`	Select a value from the drop down menu.
Emit messages as a single event	`emitEventsInBatch`	`boolean`	If `true`, all messages are emitted as an array, within a single Pipedream event. Defaults to `false`, emitting each Discord message as its own event in Pipedream
	`timer`	`$.interface.timer`

Trigger Authentication#

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

This app allows you to use the Discord API using your own Discord bot. If you don't want to use a custom bot, and you just need to use the Discord API, exit this screen and use the Discord app, instead.

If you want to use your own Discord bot, but haven't created one yet, see these instructions or watch this video. You'll need to add this bot to your server(s) to make successful API requests.

Once you've created your bot, you'll find the Bot token within the Bot section of your app. Enter that token below.

About Discord Bot#

Use this app to interact with the Discord API using a bot in your account

Action#

Create Person on Teamgate

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

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-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.

Label	Prop	Type	Description
Teamgate	`teamgate`	`app`	This component uses the Teamgate app.
Name	`name`	`string`	The person's name.
Companies	`companies`	`integer[]`	Select a value from the drop down menu.
Job Title	`jobTitle`	`string`	The field will be set only if `companyId` is not empty.
Customer Status Id	`customerStatusId`	`string`	Select a value from the drop down menu:`{ "label": "Non Customer", "value": "0" }{ "label": "Past Customer", "value": "1" }{ "label": "Customer", "value": "2" }`
Prospect Status Id	`prospectStatusId`	`string`	Select a value from the drop down menu:`{ "label": "Non Prospect", "value": "0" }{ "label": "Lost Prospect", "value": "1" }{ "label": "Prospect", "value": "2" }`
Starred	`starred`	`boolean`	Indicator the person 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 person 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
Birthday	`birthday`	`string`	Person's date of birth in YYY-MM-DD format.
Personal Number	`personalNumber`	`string`	Unique personal identification code.
Gender	`gender`	`string`	Select a value from the drop down menu:`malefemale`
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

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.

More Ways to Connect Teamgate + Discord Bot#

Other Popular Integrations#

Create Activity with Teamgate API on New Guild Member from Discord Bot API

Discord Bot + Teamgate

Create Person with Teamgate API on New Message in Channel from Discord Bot API

Pipedream makes it easy to connect APIs for Teamgate, Discord Bot and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,500+apps by most popular

1
-
24
of
2,500+
apps by most popular