Integrate the MongoDB API with the Wealthbox API

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

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Popular Ways to Connect MongoDB with Wealthbox#

Create Contact with Wealthbox API on New Collection from MongoDB API

MongoDB + Wealthbox

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Create Contact with Wealthbox API on New Database from MongoDB API

MongoDB + Wealthbox

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Create Contact with Wealthbox API on New Document from MongoDB API

MongoDB + Wealthbox

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Create Contact with Wealthbox API on New Field in Document from MongoDB API

MongoDB + Wealthbox

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Create Event with Wealthbox API on New Collection from MongoDB API

MongoDB + Wealthbox

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Popular MongoDB and Wealthbox Triggers#

New Contact Created from the Wealthbox API

Emit new event for each contact 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 Event Created from the Wealthbox API

Emit new event for each event created. See the documentation

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New Database from the MongoDB API

Emit new an event when a new database is added

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New Opportunity Created from the Wealthbox API

Emit new event for each opportunity created. See the documentation

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Popular MongoDB and Wealthbox 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 Wealthbox API

Create a new contact. 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 Event with the Wealthbox API

Create a new event. 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 Wealthbox#

The Wealthbox API allows for the management and automation of customer relationship management (CRM) tasks within Wealthbox's platform. By leveraging this API on Pipedream, you can create workflows that automate updates, manage contacts, and sync data across multiple applications. This can greatly enhance productivity, reduce manual entry errors, and keep data consistent across platforms.

Connect Wealthbox#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    wealthbox: {
      type: "app",
      app: "wealthbox",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.crmworkspace.com/v1/me`,
      headers: {
        Authorization: `Bearer ${this.wealthbox.$auth.oauth_access_token}`,
      },
    })
  },
})

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