Integrate the Salesmate API with the MongoDB API

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

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Popular Ways to Connect Salesmate with MongoDB#

Add Contact with Salesmate API on New Collection from MongoDB API

MongoDB + Salesmate

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Add Contact with Salesmate API on New Database from MongoDB API

MongoDB + Salesmate

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Add Contact with Salesmate API on New Document from MongoDB API

MongoDB + Salesmate

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Add Contact with Salesmate API on New Field in Document from MongoDB API

MongoDB + Salesmate

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Add Deal with Salesmate API on New Collection from MongoDB API

MongoDB + Salesmate

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Popular Salesmate and MongoDB Triggers#

New Contact from the Salesmate API

Emit new event when a new contact is created.

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New Deal from the Salesmate API

Emit new event when a new deal 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 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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Popular Salesmate and MongoDB Actions#

Add Contact with the Salesmate API

This API is used to add a contact. See 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 Deal with the Salesmate API

This API is used to add a deal. See 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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Overview of Salesmate#

The Salesmate API enables automation of CRM-related tasks within the Salesmate platform. By leveraging this API on Pipedream, you can craft serverless workflows that interact with Salesmate data, such as contacts, deals, and activities. This allows for seamless integration of Salesmate with other services to enhance sales processes, enable real-time data updates, and trigger custom actions based on specific events within your CRM.

Connect Salesmate#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesmate: {
      type: "app",
      app: "salesmate",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.salesmate.$auth.domain}.salesmate.io/apis/core/v4/users`,
      headers: {
        "Content-Type": `application/json`,
        "accessToken": `${this.salesmate.$auth.session_key}`,
        "x-linkname": `${this.salesmate.$auth.linked_name}`,
      },
    })
  },
})

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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