Execute SQL Query with PostgreSQL API on New Deal from Teamgate API

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

Trigger workflow on

New Deal from the Teamgate API

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Execute SQL Query with the PostgreSQL API

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Getting Started#

This integration creates a workflow with a Teamgate trigger and PostgreSQL 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 trigger
1. Connect your Teamgate account
2. Configure Polling interval
Configure the Execute SQL Query action
1. Connect your PostgreSQL account
2. Configure PostreSQL Query
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 on Teamgate

Description:Emit new event when a new deal is created. [See docs here](https://developers.teamgate.com/#8f23eadd-e356-4b45-bdbe-b1122da6f762)

Version:0.0.1

Key:teamgate-new-deal

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.mjs";

export default {
  ...common,
  type: "source",
  name: "New Deal",
  key: "teamgate-new-deal",
  description: "Emit new event when a new deal is created. [See docs here](https://developers.teamgate.com/#8f23eadd-e356-4b45-bdbe-b1122da6f762)",
  version: "0.0.1",
  dedupe: "unique",
  props: {
    ...common.props,
  },
  methods: {
    ...common.methods,
    getSummary(name, id) {
      return `New deal created: ${name} (${id})`;
    },
    getFunc() {
      return this.teamgate.listDeals;
    },
  },
};

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

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#

Execute SQL Query on PostgreSQL

Description:Execute a custom PostgreSQL query. See [our docs](https://pipedream.com/docs/databases/working-with-sql) to learn more about working with SQL in Pipedream.

Version:3.0.1

Key:postgresql-execute-custom-query

View on GitHub

PostgreSQL Overview#

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Action Code#

import postgresql from "../../postgresql.app.mjs";

export default {
  name: "Execute SQL Query",
  key: "postgresql-execute-custom-query",
  description: "Execute a custom PostgreSQL query. See [our docs](https://pipedream.com/docs/databases/working-with-sql) to learn more about working with SQL in Pipedream.",
  version: "3.0.1",
  type: "action",
  props: {
    postgresql,
    // eslint-disable-next-line pipedream/props-description
    sql: {
      type: "sql",
      auth: {
        app: "postgresql",
      },
      label: "PostreSQL Query",
    },
  },
  async run({ $ }) {
    const args = this.postgresql.executeQueryAdapter(this.sql);
    const data = await this.postgresql.executeQuery(args);
    $.export("$summary", `Returned ${data.length} ${data.length === 1
      ? "row"
      : "rows"}`);
    return data;
  },
};

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
PostgreSQL	`postgresql`	`app`	This component uses the PostgreSQL app.
PostreSQL Query	`sql`	`sql`

Action Authentication#

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

Connecting to Restricted Databases

Either enable the shared static IP for this account below, or configure a VPC to deploy any workflow in your workspace to a private network with a dedicated static IP. Learn more in our docs.

SSL Setup

Configure SSL on your PostgreSQL database by providing the CA (Certificate Authority), and choosing between Full Verification, Verify Certificate Authority (CA), or Skip Verification. Skipping verification is not recommended as this has serious security implications.