Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

Integrate the Salesflare API with the MongoDB API

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

Add Contact To Account with Salesflare API on New Collection from MongoDB API
MongoDB + Salesflare
 
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Add Contact To Account with Salesflare API on New Database from MongoDB API
MongoDB + Salesflare
 
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Add Contact To Account with Salesflare API on New Document from MongoDB API
MongoDB + Salesflare
 
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Add Contact To Account with Salesflare API on New Field in Document from MongoDB API
MongoDB + Salesflare
 
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Add User To Account with Salesflare API on New Collection from MongoDB API
MongoDB + Salesflare
 
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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 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 Account Event from the Salesflare API

Emit new events when new accounts are created. See the docs

 
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Add Contact To Account with the Salesflare API

Adds a contact to an account 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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Add User To Account with the Salesflare API

Adds a user to an 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 Account with the Salesflare API

Create an account. See the docs here

 
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Overview of Salesflare

The Salesflare API on Pipedream enables the automation of CRM tasks, enhancing customer relationship management with minimal manual effort. It provides seamless integration with Salesflare's functionalities such as managing contacts, accounts, opportunities, and tasks. By tapping into this API, you can synchronize customer data, automate follow-up reminders, or trigger personalized campaigns based on customer interactions. Essentially, it offers a bridge between Salesflare's rich CRM features and the plethora of apps supported by Pipedream, allowing for sophisticated, custom automation workflows that save time and boost efficiency.

Connect Salesflare

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

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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()
  },
})