Integrate the MongoDB API with the Solve CRM API

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

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Popular Ways to Connect MongoDB with Solve CRM#

Create Contact with Solve CRM API on New Collection from MongoDB API

MongoDB + Solve CRM

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Create Contact with Solve CRM API on New Database from MongoDB API

MongoDB + Solve CRM

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Create Contact with Solve CRM API on New Document from MongoDB API

MongoDB + Solve CRM

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Create Contact with Solve CRM API on New Field in Document from MongoDB API

MongoDB + Solve CRM

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Create New Document with MongoDB API on New Company Created (Instant) from Solve CRM API

Solve CRM + MongoDB

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Popular MongoDB and Solve CRM Triggers#

New Company Created (Instant) from the Solve CRM API

Emit new event for each new company created. See the docs here

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New Contact Created (Instant) from the Solve CRM API

Emit new event for each new contact created. See the docs here

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New Contact Tagged (Instant) from the Solve CRM API

Emit new event when the specified tag is added to a contact. See the docs here

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New User Created from the Solve CRM API

Emit new event for each new user created. See the docs here

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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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Popular MongoDB and Solve CRM 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 Contact with the Solve CRM API

Create a new contact. See the docs here

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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 Solve CRM#

The Solve CRM API offers a variety of endpoints to manage customer relationships and sales processes programmatically. It enables users to create, read, update, and delete customer data, manage projects, track email communication, and automate workflows involving contacts and companies. Pipedream harnesses this power, allowing you to connect Solve CRM with a myriad of other apps and services to streamline sales pipelines, enhance customer engagement, and automate routine tasks.

Connect Solve CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    solve_crm: {
      type: "app",
      app: "solve_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://secure.solve360.com/contacts`,
      auth: {
        username: `${this.solve_crm.$auth.email}`,
        password: `${this.solve_crm.$auth.api_token}`,
      },
    })
  },
})

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