Create Customer Order with Workbooks CRM API on New Document from MongoDB API

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Trigger workflow on

New Document from the MongoDB API

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Create Customer Order with the Workbooks CRM API

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Getting Started#

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

Select this integration
Configure the New Document trigger
1. Connect your MongoDB account
2. Configure Polling Interval
3. Select a Database
4. Select a Collection
5. Configure Timestamp Field
Configure the Create Customer Order action
1. Connect your Workbooks CRM account
2. Select a Assigned To
3. Configure Customer Order Name
4. Configure Document Currency
5. Configure Customer Order Date
6. Configure Status
7. Configure Tax Point Date
Deploy the workflow
Send a test event to validate your setup
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#

New Document on MongoDB

Description:Emit new an event when a new document is added to a collection

Version:0.0.9

Key:mongodb-new-document

View on GitHub

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";
import { Timestamp } from "mongodb";

export default {
  ...common,
  key: "mongodb-new-document",
  name: "New Document",
  description: "Emit new an event when a new document is added to a collection",
  version: "0.0.9",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    database: {
      propDefinition: [
        common.props.mongodb,
        "database",
      ],
    },
    collection: {
      propDefinition: [
        common.props.mongodb,
        "collection",
        (c) => ({
          database: c.database,
        }),
      ],
    },
    timestampField: {
      type: "string",
      label: "Timestamp Field",
      description: "The key of a timestamp field, such as 'created_at' that is set to the current timestamp when a document is created. Must be of type Timestamp.",
    },
  },
  hooks: {
    async deploy() {
      const client = await this.mongodb.getClient();
      await this.processEvent(client, Date.now(), 25);
      await client.close();
    },
  },
  methods: {
    ...common.methods,
    _getLastTs() {
      return this.db.get("lastTs");
    },
    _setLastTs(lastTs) {
      this.db.set("lastTs", lastTs);
    },
    getTs(doc) {
      try {
        return JSON.parse(doc[this.timestampField]);
      } catch {
        return doc[this.timestampField];
      }
    },
    convertToTimestamp(timestampStr) {
      const bigIntValue = BigInt(timestampStr);
      const seconds = Number(bigIntValue >> 32n);
      const increment = Number(bigIntValue & 0xFFFFFFFFn);
      return new Timestamp({
        t: seconds,
        i: increment,
      });
    },
    async processEvent(client, eventTs, max) {
      const lastTs = this._getLastTs() || 0;
      let maxTs = lastTs;
      let count = 0;
      const collection = this.mongodb.getCollection(client, this.database, this.collection);
      const sort = {
        [this.timestampField]: -1,
      };
      const query = {
        [this.timestampField]: {
          $gt: this.convertToTimestamp(lastTs),
        },
      };
      const documents = await collection.find(query).sort(sort)
        .toArray();
      const docs = [];
      for (const doc of documents) {
        const ts = this.getTs(doc);
        if (!(ts > lastTs) || (max && count >= max)) {
          break;
        }
        if (ts > maxTs) {
          maxTs = ts;
        }
        docs.push(doc);
        count++;
      }
      docs.reverse().forEach((doc) => this.emitEvent(doc, eventTs));
      this._setLastTs(maxTs);
    },
    generateMeta({ _id: id }, ts) {
      return {
        id,
        summary: `New Document ID ${JSON.stringify(id)}`,
        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.

Label	Prop	Type	Description
MongoDB	`mongodb`	`app`	This component uses the MongoDB app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the API on this schedule
Database	`database`	`string`	Select a value from the drop down menu.
Collection	`collection`	`string`	Select a value from the drop down menu.
Timestamp Field	`timestampField`	`string`	The key of a timestamp field, such as 'created_at' that is set to the current timestamp when a document is created. Must be of type Timestamp.

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#

Create Customer Order on Workbooks CRM

Description:Creates an order from your customers for your goods or services.

Version:0.0.1

Key:workbooks_crm-create-customer-order

View on GitHub

Workbooks CRM Overview#

The Workbooks CRM API unlocks a treasure trove of possibilities for automating customer relationship management tasks. With this API, you can seamlessly sync contact info, manage sales leads, automate follow-up tasks, and build custom reports to unlock actionable insights. Harnessing the power of the Workbooks CRM API on Pipedream allows you to supercharge these functionalities, triggering workflows on custom events, and connecting to numerous other apps to streamline your CRM processes even further.

Action Code#

import app from "../../workbooks_crm.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "workbooks_crm-create-customer-order",
  name: "Create Customer Order",
  description: "Creates an order from your customers for your goods or services.",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    assignedTo: {
      label: "Assigned To",
      description: "A queue that this Customer Order could be assigned to.",
      propDefinition: [
        app,
        "orderQueue",
      ],
    },
    description: {
      type: "string",
      label: "Customer Order Name",
      description: "The description of this Customer Order.",
    },
    documentCurrency: {
      type: "string",
      label: "Document Currency",
      description: "The currency of this Transaction in [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217) format. E.g. `USD`.",
    },
    documentDate: {
      type: "string",
      label: "Customer Order Date",
      description: "The official date for this Customer Order.",
      default: utils.getCurrentDate(),
    },
    status: {
      type: "string",
      label: "Status",
      description: "The status of this Transaction.",
      default: "DRAFT",
    },
    taxPointDate: {
      type: "string",
      label: "Tax Point Date",
      description: "The date that sales tax will be calculated for this Transaction.",
      default: utils.getCurrentDate(),
    },
  },
  async run({ $: step }) {
    const {
      assignedTo,
      description,
      documentCurrency,
      documentDate,
      status,
      taxPointDate,
    } = this;

    const response = await this.app.createOrder({
      step,
      data: {
        assigned_to: [
          assignedTo,
        ],
        description: [
          description,
        ],
        document_currency: [
          documentCurrency,
        ],
        document_date: [
          documentDate,
        ],
        status: [
          status,
        ],
        tax_point_date: [
          taxPointDate,
        ],
      },
    });

    step.export("$summary", `Successfully created customer order with ID ${response.affected_objects[0].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.

Label	Prop	Type	Description
Workbooks CRM	`app`	`app`	This component uses the Workbooks CRM app.
Assigned To	`assignedTo`	`string`	Select a value from the drop down menu.
Customer Order Name	`description`	`string`	The description of this Customer Order.
Document Currency	`documentCurrency`	`string`	The currency of this Transaction in ISO 4217 format. E.g. `USD`.
Customer Order Date	`documentDate`	`string`	The official date for this Customer Order.
Status	`status`	`string`	The status of this Transaction.
Tax Point Date	`taxPointDate`	`string`	The date that sales tax will be calculated for this Transaction.

Action Authentication#

Workbooks CRM uses OAuth authentication. When you connect your Workbooks CRM account, Pipedream will open a popup window where you can sign into Workbooks CRM and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Workbooks CRM API.

Pipedream requests the following authorization scopes when you connect your account:

Create Customer Order with Workbooks CRM API on New Document from MongoDB API

Pipedream makes it easy to connect APIs for Workbooks CRM, MongoDB and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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