Integrate the MongoDB API with the Connectwise PSA API

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

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Popular Ways to Connect MongoDB with Connectwise PSA#

Create Company with Connectwise PSA API on New Collection from MongoDB API

MongoDB + Connectwise PSA

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Create Company with Connectwise PSA API on New Database from MongoDB API

MongoDB + Connectwise PSA

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Create Company with Connectwise PSA API on New Document from MongoDB API

MongoDB + Connectwise PSA

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Create Company with Connectwise PSA API on New Field in Document from MongoDB API

MongoDB + Connectwise PSA

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Create Contact with Connectwise PSA API on New Collection from MongoDB API

MongoDB + Connectwise PSA

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Popular MongoDB and Connectwise PSA Triggers#

New Contact Created from the Connectwise PSA API

Emit new event when a new contact is created in Connectwise.

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New Project Created from the Connectwise PSA API

Emit new event when a new project is created in Connectwise.

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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 Ticket Created from the Connectwise PSA API

Emit new event when a new ticket is created in Connectwise.

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New Database from the MongoDB API

Emit new an event when a new database is added

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Popular MongoDB and Connectwise PSA Actions#

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 Company with the Connectwise PSA API

Creates a new company in Connectwise. See the 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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Create Contact with the Connectwise PSA API

Creates a new contact in Connectwise. See the documentation

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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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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#

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()
  },
})

Overview of Connectwise PSA#

ConnectWise PSA (Professional Services Automation) API offers a powerful avenue for managing business processes related to technology services. By integrating with ConnectWise PSA via Pipedream, developers can automate complex workflows, synchronize data across various platforms, and enhance operational efficiencies. This API allows for control over modules like service tickets, project management, and account management, essentially streamlining operations and making data management more effective.

Connect Connectwise PSA#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    connectwise_psa: {
      type: "app",
      app: "connectwise_psa",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.connectwise_psa.$auth.environment}/v4_6_release/apis/3.0/service/boards`,
      headers: {
        "clientId": `${this.connectwise_psa.$auth.client_id}`,
      },
      auth: {
        username: `${this.connectwise_psa.$auth.company_id}+${this.connectwise_psa.$auth.public_key}`,
        password: `${this.connectwise_psa.$auth.private_key}`,
      },
    })
  },
})

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