Work with Teamgate CRM: leads, people, companies, deals, products, activities, files, teams, carts and emails.
Explore 195 workflow actions for Teamgate, including account permissions and operation limits.
89 read actions106 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add a New Comment
Write
Add a New Comment.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a New Currency
Write
Add a New Currency.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add Attendees To An Event
Write
Add attendees to an event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add Companies To An Event
Write
Add companies to an event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add Deal Files
Write
Attach Deal Files.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add Deals To An Event
Write
Add deals to an event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add Lead To Event
Write
Add lead to event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add People To An Event
Write
Add people to an event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add Product Files
Write
Attach Product Files.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add Resources
Write
Adresources to an event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add Users to a Team
Write
Add a user to a group.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Assign a Tag to a File
Write
Attaches tags to a file.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Attach a File to a Lead
Write
Attach files to lead.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Attach Company Files
Write
Attach a file to a company.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Attach Company Tags
Write
Attach new tags to company.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Attach Deal Tags
Write
Attach tags to a deal.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Attach Event Files
Write
Add files to an event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Attach Lead Tags
Write
Attach new lead tags.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Attach Person Files
Write
Attach new files to a person.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Attach Person Tags
Write
Attach new tags to a person.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a Company
Write
Create a new company.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a File from a URL
Write
Upload a new file by itself or from a URL. The maximum file size you can upload must be less than 20 MB!.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a Lead
Write
Create a new lead.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a New Email
Write
Create a New Email.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a Person
Write
Create a Person.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a Team
Write
Create a group.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create an Activity
Write
Create an Activity.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create Deal
Write
Create Deal.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create Product
Write
Add a new product.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a Company
Write
Delete company.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a Deal
Write
Deleting deal, because we don't need it anymore.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a Lead
Write
Delete a lead.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a Person
Write
Delete a person.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a Team
Write
Delete a group.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete an Activity
Write
Delete Call event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete cart
Write
Deletes a cart.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete Comment
Write
Delete a comment.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete File
Write
Marks a file as deleted.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete product
Write
Deletes a product.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach a File from a Lead
Write
Detach singlefile from lead.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach All Files from a Lead
Write
Detach all files from lead.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Attendee From Event
Write
Detach attendee from event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Attendees From Event
Write
Detach all attendees from event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Companies From Event
Write
Detach all companies from event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Company File
Write
Detach single file from company.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Company Files
Write
Detach all company files.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Company From Event
Write
Detach single company from event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Deal File
Write
Detach a single deal file.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Deal Files
Write
Detach all deal files.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Deal From Event
Write
Detach single deal from event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Deal Tag
Write
Detach single deal tag.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Deal Tags
Write
Detach all deal tags.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Deals From Event
Write
Detach all deals from event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Event File
Write
Detach single file from event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Event Files
Write
Detach all files from event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Lead From Event
Write
Detach a lead from event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Lead Tag
Write
Detach single tag from lead.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Lead Tags
Write
Detach all tags from a lead.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Leads From Event
Write
Detach all event leads.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach People From Event
Write
Detach all people from event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Person File
Write
Detach a single file from person.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Person Files
Write
Detach all files from a person.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Person From Event
Write
Detach single person from event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Person Tag
Write
Detach single tag from person.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Person Tags
Write
Detach all tags from person.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Product File
Write
Detach a single product file.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Product Files
Write
Detach all product files.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Resource From Event
Write
Detach resource from event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach Resources From Event
Write
Detach resources from event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Detach single tag
Write
Detach single tag from a company.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Edit an Activity
Write
Update Event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Edit Deal Files
Write
Detach all deal files and atach new ones.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Edit Product Files
Write
Detach all product files and atach new ones.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get a list of Companies
Read
Gets a list of all companies.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get activities by a Person
Read
Returns a list of Tasks, Appointments or Custom Activity.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Activities Collection
Read
Get all Events.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get activities of a Company
Read
Get all Company events.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get activities of a Lead
Read
Returns a list of Tasks, Appointments or Custom Activity.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get all custom data of a Company
Read
Returns a all of company custom fields.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get all Custom Data of a Lead
Read
Returns a set of lead custom field values.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get all Custom Data of a Person
Read
Returns a set of person custom field values.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get all deals of a Person
Read
Returns the deals associated with a person.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get All Files of a Lead
Read
Get all files attached to thos lead.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get all Users of a Team
Read
Get all users from the group.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get an Activity Details
Read
Get single Event id.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get an Email Details
Read
Get single Email id.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Cart
Read
Returns the data of specific deal cart.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Carts Collection
Read
Returns a paginated list of carts. Carts cannot be sorted.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Comment
Read
Retrieve a Single Comment.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Company Files
Read
Get all company files.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Currencies Collection
Read
Get Currencies Collection.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Custom Field
Read
Required Variables in URL: firstCustomFieldId.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Custom Fields Collection
Read
Retrieve All Custom Fields.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get customer statuses of a Company
Read
Get all company customer statuses.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get customer statuses of a Person
Read
Returns a list of customer status values.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Deal Companies
Read
Get all deal companies.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Deal Custom Field
Read
Returns a set of deal custom field value.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Deal Custom Fields
Read
Get deals custom fields.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Deal Events
Read
Check all events attached to this deal.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Deal Files
Read
Get all deal files.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Deal People
Read
Get all deal people.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Deal Sources
Read
Get all deal sources.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Deal Stages
Read
Get all deal stages.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Deal Tags
Read
Get All Deal Tags.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Deals Collection
Read
Get a list of all deals.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get deals of a Company
Read
Get all company deals.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get details of a Company
Read
Get single company by its id.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get details of a Lead
Read
Returns the data of specific lead.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get details of a Person
Read
Returns the data of specific person.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get details of a Team
Read
Returns a specific group.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Emails Collection
Read
Get a list of all emails.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Event Resources
Read
Get all event resources.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get File Download URL
Read
Get files download URL.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get File List of an Activity
Read
Get event files.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Files Collection
Read
Get all files and order them by createdTime descending.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Industries Collection
Read
Get Industries Collection.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get industries of a Company
Read
Get all company industries.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get industries of a Lead
Read
Returns a list of assigned lead industries.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get industries of a Person
Read
Returns a list of assigned person industries.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Lead Collection
Read
Get a list of all leads.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Lead Tags Collection
Read
Returns a list of assigned lead tags.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Leads Statuses Collection
Read
Retrieve All Leads Statuses.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get merge history of a Company
Read
Returns merge history of a specific company.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get merge history of a Lead
Read
Returns merge history of a specific lead.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get merge history of a Person
Read
Returns merge history of a specific person.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get one custom field of a Company
Read
Returns a set of company custom field value.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get one Custom Field of a Lead
Read
Returns a set of lead custom field value.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get One File
Read
Returns data about a specific file.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get People Collection
Read
Returns a paginated list of either deleted people or all people.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get people of a Company
Read
Getting all company people.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Person Files
Read
See all files attached to a person.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Person Tags
Read
Returns a list of assigned person tags.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Pipeline
Read
Get a single pipeline.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Pipeline Collection
Read
Get Pipeline Collection.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Product
Read
Returns the data of specific product.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Product Categories Collection
Read
Get a list of all product Categories.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Product Custom Field
Read
Returns a set of product custom field value.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Product Custom Fields
Read
Returns a set of product custom field values.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Product Deals
Read
Get all product deals.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Product Events
Read
Check all events attached to this product.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Product Files
Read
Get all product files.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Products Collection
Read
Returns a paginated list products.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get prospect statuses of a Company
Read
All Company prospect statuses.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get prospect statuses of a Person
Read
Returns a list of prospect status values.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Resources Collection
Read
Get a list of all resources.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Single Deal
Read
Get single deal.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Single Event Attendees
Read
Get all single sevents attendees.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Single Event Companies
Read
Get event companies.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Single Event Deals
Read
Get event deals.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Single Event Leads
Read
Get single events leads.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Single Event People
Read
Get all people from an event.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Sources Collection
Read
Get a list of all sources.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get sources of a Company
Read
Get all company sources.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get sources of a Lead
Read
Returns a list of assigned lead sources.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get sources of a Person
Read
Returns a list of assigned person sources.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get statuses of a Lead
Read
Returns a list of lead status values.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Team Collection
Read
Returns a list of groups.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get User
Read
Returns the data of specific user.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Get Users Collection
Read
Returns a paginated list of either deleted users or all users.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
List Comments of an Activity
Read
Get event comments.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
List company tags
Read
Gets all company tags.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
List Tags of a File
Read
Returns a list of all tags associated with the File.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
Overwrite All File Tags
Write
Detaches old file tags and attaches new ones at the same time.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Reattach a File to a Lead
Write
Detach current files form lead and attach new ones.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove all Users from a Team
Write
Detach all users from a group.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove one User from a Team
Write
Detach a single user from a group.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace all Users by a Team
Write
Replace all users in the group.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace Attendees To An Event
Write
Replace all events attendees Required Variables in URL: eventId.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace Companies To An Event
Write
Replace event companies.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace Deals To An Event
Write
Replace all event deals.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace Event Files
Write
Replace all event files.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace Event Leads
Write
Replace all event leads.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace People To An Event
Write
Replace all event people.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace Resources
Write
Replace all event resources.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Unassign a Tag From a File
Write
Detaches single file tag.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Unassign All Tags From File
Write
Detaches all file tags.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Untag company
Write
Detach all company tags.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a Company
Write
Update company.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a Currency
Write
Update a Currency.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a Deal
Write
Update deal data.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a Lead
Write
Update a lead.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a Person
Write
Update a person.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a Team details
Write
Update group.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update an Email
Write
Update an Email.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update cart
Write
This endpoint is meant for setting all products in cart active or inactive, which is same as in-stock or out-of-stock.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Cart Items
Write
Add/Append given products and their details to cart.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Comment
Write
Update a comment.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Company Files
Write
Rewrite company files.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Company Tags
Write
Rewrite all company tags.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Deal Tags
Write
Detach all Deal Tags, and attach new ones.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update File Metadata
Write
Updates the properties of a file.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Lead Tags
Write
Remove all tags and attach new ones.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Person Files
Write
Remove all current files from person and attach new ones.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Person Tags
Write
Remove tags from person and add new ones.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update product
Write
Update a product.
Permissions and limits
Account permissions
A Teamgate application key and a user AUTH_TOKEN (calls follow that user's role)
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Teamgate. A saved workflow is not a completed provider action.
CRM ยท CONNECTION
