Integrate the MongoDB API with the PreciseFP API

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

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Popular Ways to Connect MongoDB with PreciseFP#

Create Account with PreciseFP API on New Collection from MongoDB API

MongoDB + PreciseFP

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Create Account with PreciseFP API on New Database from MongoDB API

MongoDB + PreciseFP

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Create Account with PreciseFP API on New Document from MongoDB API

MongoDB + PreciseFP

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Create Account with PreciseFP API on New Field in Document from MongoDB API

MongoDB + PreciseFP

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Create New Document with MongoDB API on New Account Created from PreciseFP API

PreciseFP + MongoDB

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Popular MongoDB and PreciseFP Triggers#

New Account Created from the PreciseFP API

Trigger when a new account is created. See the documentation

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New Form Engagement Completed from the PreciseFP API

Trigger when a new form engagement is completed. See the documentation

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New PDF Engagement from the PreciseFP API

Trigger when a new PDF engagement is created. See the documentation

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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 Database from the MongoDB API

Emit new an event when a new database is added

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Popular MongoDB and PreciseFP 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 Account with the PreciseFP API

Create a new account. 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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Execute Aggregation with the MongoDB API

Execute an aggregation pipeline on a MongoDB collection. See the documentation

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Find Document with the MongoDB API

Finds a document by a query filter. 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 PreciseFP#

The PreciseFP API integrates with Pipedream to automate workflows involving client data collection and management for financial professionals. By leveraging this API, you can streamline the process of gathering and updating client information, create trigger-based actions for client engagement, and sync data with other financial management tools. With Pipedream's serverless platform, these automations can run without manual intervention, connecting to countless other apps and services to create a seamless data flow.

Connect PreciseFP#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    precisefp: {
      type: "app",
      app: "precisefp",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.precisefp.com/api/v3/user`,
      headers: {
        Authorization: `Bearer ${this.precisefp.$auth.api_token}`,
      },
    })
  },
})

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