Insightly

CRM Software CRM Platform Marketing Automation

Integrate the Insightly API with the MongoDB API

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

Create Contact with Insightly API on New Collection from MongoDB API
MongoDB + Insightly
 
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Create Contact with Insightly API on New Database from MongoDB API
MongoDB + Insightly
 
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Create Contact with Insightly API on New Document from MongoDB API
MongoDB + Insightly
 
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Create Contact with Insightly API on New Field in Document from MongoDB API
MongoDB + Insightly
 
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Create New Document with MongoDB API on Deleted Record from Insightly API
Insightly + MongoDB
 
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Deleted Record from the Insightly API

Emit new event when a record is deleted.

 
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New Record from the Insightly API

Emit new event when a new record 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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Updated Record from the Insightly API

Emit new event when a new record is created.

 
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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 Contact with the Insightly API

Creates a new contact. See 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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Create Task with the Insightly API

Creates a new task. See 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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Find Document by Id with the MongoDB API

Retrieves a single document by ID. See the docs here

 
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Overview of Insightly

Insightly's API offers a suite of functions that let you tap into your customer relationship management in real-time, integrating customer data, sales, and project info across a diverse array of business applications and workflows. With Pipedream, you can automate interactions with your Insightly account, sync data effortlessly, and connect to hundreds of apps to streamline tasks, from lead management to project tracking.

Connect Insightly

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    insightly: {
      type: "app",
      app: "insightly",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.${this.insightly.$auth.pod}.insightly.com/v3.1/Contacts`,
      auth: {
        username: `${this.insightly.$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()
  },
})