Agile CRM

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

Integrate the Agile CRM API with the MongoDB API

Setup the Agile CRM API trigger to run a workflow which integrates with the MongoDB API. Pipedream's integration platform allows you to integrate Agile CRM and MongoDB remarkably fast. Free for developers.

Add Score to Contact with Agile CRM API on New Collection from MongoDB API
MongoDB + Agile CRM
 
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Add Score to Contact with Agile CRM API on New Database from MongoDB API
MongoDB + Agile CRM
 
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Add Score to Contact with Agile CRM API on New Document from MongoDB API
MongoDB + Agile CRM
 
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Add Score to Contact with Agile CRM API on New Field in Document from MongoDB API
MongoDB + Agile CRM
 
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Add Tags to Contact with Agile CRM API on New Collection from MongoDB API
MongoDB + Agile CRM
 
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New Collection from the MongoDB API

Emit new an event when a new collection is added to a database

 
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New Database from the MongoDB API

Emit new an event when a new database is added

 
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New Document from the MongoDB API

Emit new an event when a new document is added to a collection

 
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New Field in Document from the MongoDB API

Emit new an event when a new field is added to a document

 
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New Contact from the Agile CRM API

Emit new event when a new contact is created

 
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Add Score to Contact with the Agile CRM API

Used to change the score of a contact. See the documentation

 
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Create New Document with the MongoDB API

Create a new document in a collection of your choice. See the docs here

 
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Add Tags to Contact with the Agile CRM API

Adds a tag or tags to an existing contact. See the documentation

 
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Delete a Document with the MongoDB API

Delete a single document by ID. See the docs here

 
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Create Company with the Agile CRM API

Create a new company in Agile CRM. See the documentation

 
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Overview of Agile CRM

The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.

Connect Agile CRM

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    agile_crm: {
      type: "app",
      app: "agile_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.agile_crm.$auth.domain}.agilecrm.com/dev/api/contacts`,
      auth: {
        username: `${this.agile_crm.$auth.username}`,
        password: `${this.agile_crm.$auth.api_key}`,
      },
    })
  },
})

Overview of MongoDB

The MongoDB API provides powerful capabilities to interact with a MongoDB database, allowing you to perform CRUD (Create, Read, Update, Delete) operations, manage databases, and execute sophisticated queries. With Pipedream, you can harness these abilities to automate tasks, sync data across various apps, and react to events in real-time. It’s a combo that’s particularly potent for managing data workflows, syncing application states, or triggering actions based on changes to your data.

Connect MongoDB

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import mongodb from 'mongodb'

export default defineComponent({
  props: {
    mongodb: {
      type: "app",
      app: "mongodb",
    },
    collection: {
      type: "string"
    },
    filter: {
      type: "object"
    }
  },
  async run({steps, $}) {
    const MongoClient = mongodb.MongoClient
    
    const {
      database,
      hostname,
      username,
      password,
    } = this.mongodb.$auth
    
    const url = `mongodb+srv://${username}:${password}@${hostname}/test?retryWrites=true&w=majority`
    const client = await MongoClient.connect(url, { 
      useNewUrlParser: true, 
      useUnifiedTopology: true 
    })
    
    const db = client.db(database)

    const results = await db.collection(this.collection).find(this.filter).toArray();
    $.export('results', results);
    
    await client.close()
  },
})