← MongoDB + Aero Workflow integrations

Create Company with Aero Workflow API on New Collection from MongoDB API

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Trigger workflow on
New Collection from the MongoDB API
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Create Company with the Aero Workflow API
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Getting Started

This integration creates a workflow with a MongoDB trigger and Aero Workflow action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Collection trigger
    1. Connect your MongoDB account
    2. Configure Polling Interval
    3. Select a Database
  3. Configure the Create Company action
    1. Connect your Aero Workflow account
    2. Configure Company Name
    3. Optional- Configure Default Email Address
    4. Optional- Configure Phone
    5. Optional- Configure Website
    6. Optional- Configure Account Number
    7. Optional- Configure Fax
    8. Optional- Configure Hourly Billable Rate
    9. Optional- Configure Monthly Fixed Fee
    10. Optional- Configure Contact First Name
    11. Optional- Configure Contact Last Name
    12. Optional- Configure Company Address Line 1
    13. Optional- Configure Company Line 2
    14. Optional- Configure Company Line 3
    15. Optional- Configure City (Address)
    16. Optional- Configure State (Address)
    17. Optional- Configure Postal Code (Address)
    18. Optional- Configure Country (Address)
    19. Optional- Configure Notes
    20. Optional- Configure Is Lead
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new an event when a new collection is added to a database
Version:0.0.7
Key:mongodb-new-collection

MongoDB Overview

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.

Trigger Code

import common from "../common/base.mjs";

export default {
  ...common,
  key: "mongodb-new-collection",
  name: "New Collection",
  description: "Emit new an event when a new collection is added to a database",
  version: "0.0.7",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    database: {
      propDefinition: [
        common.props.mongodb,
        "database",
      ],
    },
  },
  methods: {
    ...common.methods,
    _getCollectionIds() {
      return this.db.get("collectionIds");
    },
    _setCollectionIds(collectionIds) {
      this.db.set("collectionIds", collectionIds);
    },
    isRelevant(uuid, collectionIds) {
      return !collectionIds.includes(uuid);
    },
    async processEvent(client, ts) {
      const collectionIds = this._getCollectionIds() || [];
      const collections = await this.mongodb.listCollections(client, this.database);
      for (const collection of collections) {
        const uuid = JSON.stringify(collection.info.uuid);
        if (!this.isRelevant(uuid, collectionIds)) {
          continue;
        }
        collectionIds.push(uuid);
        this.emitEvent(collection, ts);
      }
      this._setCollectionIds(collectionIds);
    },
    generateMeta({
      info, name,
    }, ts) {
      return {
        id: info.uuid,
        summary: name,
        ts,
      };
    },
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
MongoDBmongodbappThis component uses the MongoDB app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling Intervaltimer$.interface.timer

Pipedream will poll the API on this schedule

DatabasedatabasestringSelect a value from the drop down menu.

Trigger Authentication

MongoDB uses API keys for authentication. When you connect your MongoDB account, Pipedream securely stores the keys so you can easily authenticate to MongoDB APIs in both code and no-code steps.

Before you connect to your Mongo database from Pipedream, please make sure your database is accessible from the public internet. You may need to add a firewall rule allowing connections from 0.0.0.0/0.

Then, enter the details of your Mongo host / database below.

About MongoDB

MongoDB is an open source NoSQL database management program.

Action

Description:Creates a company [See the docs here](https://api.aeroworkflow.com/swagger/index.html)
Version:0.0.1
Key:aero_workflow-create-company

Aero Workflow Overview

The Aero Workflow API enables the automation of task management and workflow optimization for professional service firms. Using Pipedream, you can harness this API to create powerful automations that streamline the tasks and procedures within your business. This can significantly reduce manual input, error rates, and increase overall efficiency.

Action Code

import app from "../../aero_workflow.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "aero_workflow-create-company",
  version: "0.0.1",
  type: "action",
  name: "Create Company",
  description: "Creates a company [See the docs here](https://api.aeroworkflow.com/swagger/index.html)",
  props: {
    app,
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Company name",
    },
    defaultEmailAddress: {
      type: "string",
      label: "Default Email Address",
      description: "Default email address",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "Website",
      optional: true,
    },
    accountNumber: {
      type: "string",
      label: "Account Number",
      description: "Account number",
      optional: true,
    },
    fax: {
      type: "string",
      label: "Fax",
      description: "Fax",
      optional: true,
    },
    hourlyBillableRate: {
      type: "integer",
      label: "Hourly Billable Rate",
      description: "Hourly billable rate",
      optional: true,
    },
    monthlyFixedFee: {
      type: "integer",
      label: "Monthly Fixed Fee",
      description: "Monthly fixed fee",
      optional: true,
    },
    contactFirstName: {
      type: "string",
      label: "Contact First Name",
      description: "Contact first name",
      optional: true,
    },
    contactLastName: {
      type: "string",
      label: "Contact Last Name",
      description: "Contact last name",
      optional: true,
    },
    addressLine1: {
      type: "string",
      label: "Company Address Line 1",
      description: "Address line 1",
      optional: true,
    },
    addressLine2: {
      type: "string",
      label: "Company Line 2",
      description: "Address line 2",
      optional: true,
    },
    addressLine3: {
      type: "string",
      label: "Company Line 3",
      description: "Address line 3",
      optional: true,
    },
    addressCity: {
      type: "string",
      label: "City (Address)",
      description: "Address city",
      optional: true,
    },
    addressState: {
      type: "string",
      label: "State (Address)",
      description: "Address state",
      optional: true,
    },
    addressPostalCode: {
      type: "string",
      label: "Postal Code (Address)",
      description: "Address postal code",
      optional: true,
    },
    addressCountry: {
      type: "string",
      label: "Country (Address)",
      description: "Address country",
      optional: true,
    },
    notes: {
      type: "string",
      label: "Notes",
      description: "Company notes",
      optional: true,
    },
    isLead: {
      type: "boolean",
      label: "Is Lead",
      description: "Set true if it is a lead",
      optional: true,
    },
  },
  async run ({ $ }) {
    const pairs = {
      companyName: "name",
    };
    const data = utils.extractProps(this, pairs);
    const resp = await this.app.createCompany({
      $,
      data,
    });
    $.export("$summary", `The company(ID: ${resp.id}) has been created successfully.`);
    return resp;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
Aero WorkflowappappThis component uses the Aero Workflow app.
Company NamecompanyNamestring

Company name

Default Email AddressdefaultEmailAddressstring

Default email address

Phonephonestring

Phone

Websitewebsitestring

Website

Account NumberaccountNumberstring

Account number

Faxfaxstring

Fax

Hourly Billable RatehourlyBillableRateinteger

Hourly billable rate

Monthly Fixed FeemonthlyFixedFeeinteger

Monthly fixed fee

Contact First NamecontactFirstNamestring

Contact first name

Contact Last NamecontactLastNamestring

Contact last name

Company Address Line 1addressLine1string

Address line 1

Company Line 2addressLine2string

Address line 2

Company Line 3addressLine3string

Address line 3

City (Address)addressCitystring

Address city

State (Address)addressStatestring

Address state

Postal Code (Address)addressPostalCodestring

Address postal code

Country (Address)addressCountrystring

Address country

Notesnotesstring

Company notes

Is LeadisLeadboolean

Set true if it is a lead

Action Authentication

Aero Workflow uses API keys for authentication. When you connect your Aero Workflow account, Pipedream securely stores the keys so you can easily authenticate to Aero Workflow APIs in both code and no-code steps.

To get your API Key and Account Number, navigate to Account Settings > Account Profile.

  • If you've already created an API Key it will be listed on this screen.
  • If there is no API Key listed, click the Generate new API Key button.
  • The Account Number (also sometimes called "Account ID") is listed below the API Key

About Aero Workflow

Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind.

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