Integrate the Pipeliner CRM API with the MongoDB API

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

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Popular Pipeliner CRM 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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Popular Pipeliner CRM and MongoDB 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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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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Find Document by Id with the MongoDB API

Retrieves a single document by ID. See the docs here

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Overview of Pipeliner CRM#

The Pipeliner CRM API unlocks a world of possibilities for managing sales pipelines and customer relationships. With Pipedream's serverless integration platform, you can automate routine tasks, sync data across different systems, and trigger bespoke workflows. You can create new leads, update opportunities, fetch account details, and more. By leveraging Pipedream's capabilities, you can seamlessly connect Pipeliner CRM with numerous other apps and services to streamline sales processes, enhance customer engagement, and drive efficiency.

Connect Pipeliner CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pipeliner_crm: {
      type: "app",
      app: "pipeliner_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.pipeliner_crm.$auth.region}.pipelinersales.com/api/v100/rest/spaces/${this.pipeliner_crm.$auth.space_id}/entities/Clients`,
      auth: {
        username: `${this.pipeliner_crm.$auth.username}`,
        password: `${this.pipeliner_crm.$auth.password}`,
      },
    })
  },
})

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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