← Teamgate + Discord integrations

Send Message with Discord API on New Person from Teamgate API

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Trigger workflow on
New Person from the Teamgate API
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Send Message with the Discord API
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Getting Started

This integration creates a workflow with a Teamgate trigger and Discord 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 Person trigger
    1. Connect your Teamgate account
    2. Configure Polling interval
  3. Configure the Send Message action
    1. Connect your Discord account
    2. Configure channel
    3. Configure Message
    4. Optional- Configure Thread ID
    5. Optional- Configure Username
    6. Optional- Configure Avatar URL
    7. Optional- Configure Include link to workflow
    8. Optional- Configure Suppress notifications
  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 when a new person is created. [See docs here](https://developers.teamgate.com/#7eb019a9-9168-4056-a507-75bd32c105e0)
Version:0.0.1
Key:teamgate-new-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.

Trigger Code

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

export default {
  ...common,
  type: "source",
  name: "New Person",
  key: "teamgate-new-person",
  description: "Emit new event when a new person is created. [See docs here](https://developers.teamgate.com/#7eb019a9-9168-4056-a507-75bd32c105e0)",
  version: "0.0.1",
  dedupe: "unique",
  props: {
    ...common.props,
  },
  methods: {
    ...common.methods,
    getSummary(name, id) {
      return `New person created: ${name} (${id})`;
    },
    getFunc() {
      return this.teamgate.listPeople;
    },
  },
};

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
TeamgateteamgateappThis component uses the Teamgate app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling intervaltimer$.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

Description:Send a simple message to a Discord channel
Version:1.0.2
Key:discord-send-message

Discord Overview

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Action Code

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

export default {
  ...common,
  key: "discord-send-message",
  name: "Send Message",
  description: "Send a simple message to a Discord channel",
  version: "1.0.2",
  type: "action",
  async run({ $ }) {
    const {
      message,
      avatarURL,
      threadID,
      username,
      includeSentViaPipedream,
      suppressNotifications,
    } = this;
    try {
      const resp = await this.discord.sendMessage(this.channel, {
        avatar_url: avatarURL,
        username,
        flags: this.getMessageFlags(suppressNotifications),
        content: includeSentViaPipedream
          ? this.appendPipedreamText(message)
          : message,
      }, {
        thread_id: threadID,
      });
      $.export("$summary", "Message sent successfully");
      return resp || {
        success: true,
      };
    } catch (err) {
      console.log(err);
      const unsentMessage = this.getUserInputProps();
      $.export("unsent", unsentMessage);
      throw err;
    }
  },
};

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
DiscorddiscordappThis component uses the Discord app.
channelchannel$.discord.channel
Messagemessagestring

Enter a simple message up to 2000 characters. This is the most commonly used field. However, it's optional if you pass embed content.

Thread IDthreadIDstring

If provided, the message will be posted to this thread

Usernameusernamestring

Overrides the current username of the webhook

Avatar URLavatarURLstring

If used, it overrides the default avatar of the webhook. Note: Consecutive posts by the same username within 10 minutes of each other will not display updated avatar.

Include link to workflowincludeSentViaPipedreamboolean

Defaults to true, includes a link to this workflow at the end of your Discord message.

Suppress notificationssuppressNotificationsboolean

Defaults to false, sends the message as silent, triggers no notifications to clients.

Action Authentication

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

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

botemailidentifyguilds

About Discord

Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.

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