Integrate the Pipeline API with the MongoDB API

Pipeline

Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.

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

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Popular Ways to Connect Pipeline with MongoDB#

Create Activity with Pipeline API on New Collection from MongoDB API

MongoDB + Pipeline

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Create Activity with Pipeline API on New Database from MongoDB API

MongoDB + Pipeline

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Create Activity with Pipeline API on New Document from MongoDB API

MongoDB + Pipeline

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Create Activity with Pipeline API on New Field in Document from MongoDB API

MongoDB + Pipeline

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Create Company with Pipeline API on New Collection from MongoDB API

MongoDB + Pipeline

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Popular Pipeline and MongoDB Triggers#

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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New Document from the MongoDB API

Emit new an event when a new document is added to a collection

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New Field in Document from the MongoDB API

Emit new an event when a new field is added to a document

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New Company Created from the Pipeline API

Emit new event when a new company is created in your Pipeline account.

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Popular Pipeline and MongoDB Actions#

Create Activity with the Pipeline API

Creates a new activity associated with an existing person, company, or deal. See the docs here

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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 Pipeline API

Creates a new company in your Pipeline account. 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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Create Deal with the Pipeline API

Creates a new deal in your Pipeline account. See the docs here

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Overview of Pipeline#

The Pipeline API on Pipedream enables you to design robust automations that streamline your sales and engagement processes. By leveraging this API, you can programmatically manage your sales pipeline, track email interactions, and book meetings automatically. Create triggers based on email events, update deals based on customer actions, or sync your sales data with other platforms for deeper analysis. With Pipedream's serverless architecture, you can create workflows that respond in real-time, ensuring your sales team has the freshest information at their fingertips.

Connect Pipeline#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pipeline: {
      type: "app",
      app: "pipeline",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.pipelinecrm.com/api/v3/admin/users`,
      params: {
        api_key: `${this.pipeline.$auth.api_key}`,
      },
    })
  },
})

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()
  },
})

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