← MongoDB + Agile CRM integrations

Add Score to Contact with Agile CRM API on New Collection from MongoDB API

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New Collection from the MongoDB API
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Add Score to Contact with the Agile CRM API
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Getting Started

This integration creates a workflow with a MongoDB trigger and Agile CRM 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 Add Score to Contact action
    1. Connect your Agile CRM account
    2. Select a Contact
    3. Configure Score
  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:Used to change the score of a contact. [See the documentation](https://github.com/agilecrm/rest-api#15-update-lead-score-by-id)
Version:0.0.1
Key:agile_crm-add-score-to-contact

Agile CRM Overview

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.

Action Code

import agileCrm from "../../agile_crm.app.mjs";

export default {
  key: "agile_crm-add-score-to-contact",
  name: "Add Score to Contact",
  description: "Used to change the score of a contact. [See the documentation](https://github.com/agilecrm/rest-api#15-update-lead-score-by-id)",
  version: "0.0.1",
  type: "action",
  props: {
    agileCrm,
    contact: {
      propDefinition: [
        agileCrm,
        "contact",
      ],
    },
    score: {
      propDefinition: [
        agileCrm,
        "score",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.agileCrm.addScoreToContact({
      data: {
        id: this.contact,
        lead_score: this.score,
      },
      $,
    });

    if (response) {
      $.export("$summary", `Successfully updated score of contact with ID ${this.contact}`);
    }

    return response;
  },
};

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
Agile CRMagileCrmappThis component uses the Agile CRM app.
ContactcontactstringSelect a value from the drop down menu.
Scorescoreinteger

Amount to add to contact score. If you want to decrease the existing score, then use negative values for the score parameter.

Action Authentication

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

  • You may access the API Key from Admin Settings -> API & Analytics -> API Key.
  • Your username is the email address you use to log into Agile CRM.
  • If your Agile CRM URL is https://12345678.agilecrm.com/, your domain is 12345678.

About Agile CRM

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

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