← MongoDB + OnePageCRM integrations

Create Contact with OnePageCRM API on New Database from MongoDB API

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Trigger workflow on
New Database from the MongoDB API
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Create Contact with the OnePageCRM API
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Getting Started

This integration creates a workflow with a MongoDB trigger and OnePageCRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Database trigger
    1. Connect your MongoDB account
    2. Configure Polling Interval
  3. Configure the Create Contact action
    1. Connect your OnePageCRM account
    2. Optional- Select a Title
    3. Optional- Configure First Name
    4. Optional- Configure Last Name
    5. Optional- Configure Job Title
    6. Optional- Configure Starred
    7. Optional- Select a Company ID
    8. Optional- Configure Company Name
    9. Optional- Configure Tags
    10. Optional- Select a Lead Source ID
    11. Optional- Configure Background
    12. Optional- Select a User ID
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new an event when a new database is added
Version:0.0.7
Key:mongodb-new-database

MongoDB Overview

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.

Trigger Code

import common from "../common/base.mjs";

export default {
  ...common,
  key: "mongodb-new-database",
  name: "New Database",
  description: "Emit new an event when a new database is added",
  version: "0.0.7",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    _getDbNames() {
      return this.db.get("dbNames");
    },
    _setDbNames(dbNames) {
      this.db.set("dbNames", dbNames);
    },
    isRelevant({ name }, dbNames) {
      return !dbNames.includes(name);
    },
    async processEvent(client, ts) {
      const dbNames = this._getDbNames() || [];
      const databases = await this.mongodb.listDatabases(client);
      for (const db of databases) {
        if (!this.isRelevant(db, dbNames)) {
          continue;
        }
        dbNames.push(db.name);
        this.emitEvent(db, ts);
      }
      this._setDbNames(dbNames);
    },
    generateMeta({ name }, ts) {
      return {
        id: name,
        summary: name,
        ts,
      };
    },
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
MongoDBmongodbappThis component uses the MongoDB app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling Intervaltimer$.interface.timer

Pipedream will poll the API on this schedule

Trigger Authentication

MongoDB uses API keys for authentication. When you connect your MongoDB account, Pipedream securely stores the keys so you can easily authenticate to MongoDB APIs in both code and no-code steps.

Before you connect to your Mongo database from Pipedream, please make sure your database is accessible from the public internet. You may need to add a firewall rule allowing connections from 0.0.0.0/0.

Then, enter the details of your Mongo host / database below.

About MongoDB

MongoDB is an open source NoSQL database management program.

Action

Description:Creates a new contact in OnePageCRM. [See the documentation](https://developer.onepagecrm.com/api/#/Contacts/post_contacts)
Version:0.0.1
Key:onepagecrm-create-contact

OnePageCRM Overview

The OnePageCRM API enables interaction with your OnePageCRM account, automating your contact and sales management. With it, you can create, update, and delete contacts, deals, and notes, or trigger actions based on sales activities. When combined with Pipedream's serverless platform, this API allows you to connect OnePageCRM with hundreds of other apps to streamline your sales process, enhance lead generation, and improve follow-ups.

Action Code

import { ConfigurationError } from "@pipedream/platform";
import { parseString } from "../../common/utils.mjs";
import onepagecrm from "../../onepagecrm.app.mjs";

export default {
  key: "onepagecrm-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in OnePageCRM. [See the documentation](https://developer.onepagecrm.com/api/#/Contacts/post_contacts)",
  version: "0.0.1",
  type: "action",
  props: {
    onepagecrm,
    title: {
      type: "string",
      label: "Title",
      description: "The title of the contact.",
      options: [
        "Mr",
        "Mrs",
        "Ms",
      ],
      optional: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the contact.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact.",
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "Job title of the contact.",
      optional: true,
    },
    starred: {
      type: "boolean",
      label: "Starred",
      description: "Is the contact starred?",
      optional: true,
    },
    companyId: {
      propDefinition: [
        onepagecrm,
        "companyId",
      ],
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Name of the company, to whom the contact belongs.",
      optional: true,
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "A list of tags.",
      optional: true,
    },
    leadSourceId: {
      propDefinition: [
        onepagecrm,
        "leadSourceId",
      ],
      optional: true,
    },
    background: {
      type: "string",
      label: "Background",
      description: "Background infomation about the contact.",
      optional: true,
    },
    ownerId: {
      propDefinition: [
        onepagecrm,
        "userId",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.lastName && !this.companyName) {
      throw new ConfigurationError("You must provide at least the **Last Name** or **Company Name** field.");
    }
    if ((!this.companyId && !this.companyName) || (this.companyId && this.companyName)) {
      throw new ConfigurationError("You must provide whether the **Company Id** or **Company Name** field.");
    }

    let companyName = this.companyName;
    if (this.companyId && !companyName) {
      const { data: { company } } = await this.onepagecrm.getCompany({
        companyId: this.companyId,
      });
      companyName = company.name;
    }

    const data = {
      title: this.title,
      first_name: this.firstName,
      last_name: this.lastName,
      job_title: this.jobTitle,
      starred: this.starred,
      tags: parseString(this.tags),
      lead_source_id: this.leadSourceId,
      background: this.background,
      owner_id: this.ownerId,
      company_id: this.companyId,
      company_name: companyName,
    };

    const response = await this.onepagecrm.createContact({
      $,
      data,
    });
    $.export("$summary", `Successfully created contact with ID ${response.data?.contact?.id}`);
    return response;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
OnePageCRMonepagecrmappThis component uses the OnePageCRM app.
TitletitlestringSelect a value from the drop down menu:MrMrsMs
First NamefirstNamestring

First name of the contact.

Last NamelastNamestring

Last name of the contact.

Job TitlejobTitlestring

Job title of the contact.

Starredstarredboolean

Is the contact starred?

Company IDcompanyIdstringSelect a value from the drop down menu.
Company NamecompanyNamestring

Name of the company, to whom the contact belongs.

Tagstagsstring[]

A list of tags.

Lead Source IDleadSourceIdstringSelect a value from the drop down menu.
Backgroundbackgroundstring

Background infomation about the contact.

User IDownerIdstringSelect a value from the drop down menu.

Action Authentication

OnePageCRM uses API keys for authentication. When you connect your OnePageCRM account, Pipedream securely stores the keys so you can easily authenticate to OnePageCRM APIs in both code and no-code steps.

To retrieve your User ID and API Key,

  • Navigate to your Onepage account and sign in
  • Click the User menu on the top right
  • Go to “Apps and Integrations” > “Utilities” > “API”
  • Open the “Configuration” tab

About OnePageCRM

#1 action-focused CRM software for small business. We help bring action and focus to the chaotic world of sales.

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