Zoho CRM

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

Integrate the Zoho CRM API with the MongoDB API

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

Convert Lead with Zoho CRM API on New Collection from MongoDB API
MongoDB + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Database from MongoDB API
MongoDB + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Document from MongoDB API
MongoDB + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Field in Document from MongoDB API
MongoDB + Zoho CRM
 
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Create New Document with MongoDB API on New Contact (Instant) from Zoho CRM API
Zoho CRM + MongoDB
 
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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 Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

 
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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

 
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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 Object with the Zoho CRM API

Create a new object/module entry. See the documentation

 
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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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Download Attachment with the Zoho CRM API

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

 
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Overview of Zoho CRM

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Connect Zoho CRM

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    })
  },
})

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()
  },
})