Close

Inside Sales Software CRM with Calling & Emailing

Integrate the Close API with the MongoDB API

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

Create Lead with Close API on New Collection from MongoDB API
MongoDB + Close
 
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Create Lead with Close API on New Database from MongoDB API
MongoDB + Close
 
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Create Lead with Close API on New Document from MongoDB API
MongoDB + Close
 
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Create Lead with Close API on New Field in Document from MongoDB API
MongoDB + Close
 
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Create New Document with MongoDB API on New Custom Event from Close API
Close + MongoDB
 
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New Custom Event from the Close API

Emit new event when configured type of events triggered, See all possibilities

 
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New Lead from the Close API

Emit new event when a new Lead is created

 
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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 Lead Status Change from the Close API

Emit new event when a Lead status is changed

 
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New Database from the MongoDB API

Emit new an event when a new database is added

 
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Create Lead with the Close API

Creates a lead, See the docs

 
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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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Custom Action with the Close API

Makes an aribitrary call to Close API, See for all options.

 
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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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Find Document by Id with the MongoDB API

Retrieves a single document by ID. See the docs here

 
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Overview of Close

The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.

Connect Close

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

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()
  },
})