ClinchPad

ClinchPad is a deal focused CRM that enables you to close deals faster. It is a simple to use, web based application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.

Integrate the ClinchPad API with the MongoDB API

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

Create Lead with ClinchPad API on New Collection from MongoDB API
MongoDB + ClinchPad
 
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Create Lead with ClinchPad API on New Database from MongoDB API
MongoDB + ClinchPad
 
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Create Lead with ClinchPad API on New Document from MongoDB API
MongoDB + ClinchPad
 
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Create Lead with ClinchPad API on New Field in Document from MongoDB API
MongoDB + ClinchPad
 
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Create New Document with MongoDB API on New Lead Created from ClinchPad API
ClinchPad + MongoDB
 
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New Lead Created from the ClinchPad API

Emit new event for each new created lead.

 
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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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Create Lead with the ClinchPad API
 
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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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Delete a Document with the MongoDB API

Delete a single document by ID. See the docs here

 
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Execute Aggregation with the MongoDB API

Execute an aggregation pipeline on a MongoDB collection. See the documentation

 
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Find Document with the MongoDB API

Finds a document by a query filter. See the documentation

 
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Overview of ClinchPad

ClinchPad is a modern CRM tailored for small teams to manage sales pipelines with minimal fuss. The ClinchPad API integrates with Pipedream, allowing you to automate interactions with your sales pipeline. For instance, you can automatically create leads, update their status, track communications, or gather analytics for reporting purposes. Through Pipedream, you can connect ClinchPad with hundreds of other apps to streamline your sales process, maintain customer relations, and close deals faster.

Connect ClinchPad

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clinchpad: {
      type: "app",
      app: "clinchpad",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.clinchpad.com/api/v1/users`,
      auth: {
        username: `api-key`,
        password: `${this.clinchpad.$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()
  },
})