Integrate the MongoDB API with the Workbooks CRM API

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

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Popular Ways to Connect MongoDB with Workbooks CRM#

Create Customer Order with Workbooks CRM API on New Collection from MongoDB API

MongoDB + Workbooks CRM

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Create Customer Order with Workbooks CRM API on New Database from MongoDB API

MongoDB + Workbooks CRM

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Create Customer Order with Workbooks CRM API on New Document from MongoDB API

MongoDB + Workbooks CRM

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Create Customer Order with Workbooks CRM API on New Field in Document from MongoDB API

MongoDB + Workbooks CRM

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Create New Document with MongoDB API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + MongoDB

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Popular MongoDB and Workbooks CRM Triggers#

New Organisation (Instant) from the Workbooks CRM API

Emit new event when a new organisation is created.

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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 Person (Instant) from the Workbooks CRM API

Emit new event when a new person is created.

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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 Posted Credit Note (Instant) from the Workbooks CRM API

Emit new event when a new credit note is posted.

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Popular MongoDB and Workbooks 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 Customer Order with the Workbooks CRM API

Creates an order from your customers for your goods or services.

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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 Organisation with the Workbooks CRM API

Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.

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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 Workbooks CRM#

The Workbooks CRM API unlocks a treasure trove of possibilities for automating customer relationship management tasks. With this API, you can seamlessly sync contact info, manage sales leads, automate follow-up tasks, and build custom reports to unlock actionable insights. Harnessing the power of the Workbooks CRM API on Pipedream allows you to supercharge these functionalities, triggering workflows on custom events, and connecting to numerous other apps to streamline your CRM processes even further.

Connect Workbooks CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    workbooks_crm: {
      type: "app",
      app: "workbooks_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://secure.workbooks.com/activity/tasks.api`,
      headers: {
        "Cookie": `Workbooks-Session=${this.workbooks_crm.$auth.session_id}`,
      },
    })
  },
})

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