Create Customer with Chaser API on New Collection from MongoDB API

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Trigger workflow on

New Collection from the MongoDB API

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Create Customer with the Chaser API

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Getting Started#

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

Select this integration
Configure the New Collection trigger
1. Connect your MongoDB account
2. Configure Polling Interval
3. Select a Database
Configure the Create Customer action
1. Connect your Chaser account
2. Configure External ID
3. Configure Company Name
4. Optional- Configure First Name
5. Optional- Configure Last Name
6. Optional- Configure Email Address
7. Optional- Configure Phone Number
8. Optional- Configure Additional Options
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 Collection on MongoDB

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

Version:0.0.7

Key:mongodb-new-collection

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";

export default {
  ...common,
  key: "mongodb-new-collection",
  name: "New Collection",
  description: "Emit new an event when a new collection is added to a database",
  version: "0.0.7",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    database: {
      propDefinition: [
        common.props.mongodb,
        "database",
      ],
    },
  },
  methods: {
    ...common.methods,
    _getCollectionIds() {
      return this.db.get("collectionIds");
    },
    _setCollectionIds(collectionIds) {
      this.db.set("collectionIds", collectionIds);
    },
    isRelevant(uuid, collectionIds) {
      return !collectionIds.includes(uuid);
    },
    async processEvent(client, ts) {
      const collectionIds = this._getCollectionIds() || [];
      const collections = await this.mongodb.listCollections(client, this.database);
      for (const collection of collections) {
        const uuid = JSON.stringify(collection.info.uuid);
        if (!this.isRelevant(uuid, collectionIds)) {
          continue;
        }
        collectionIds.push(uuid);
        this.emitEvent(collection, ts);
      }
      this._setCollectionIds(collectionIds);
    },
    generateMeta({
      info, name,
    }, ts) {
      return {
        id: info.uuid,
        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.

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.

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 on Chaser

Description:Creates a new customer in Chaser. [See the documentation](https://openapi.chaserhq.com/docs/static/index.html)

Version:0.0.1

Key:chaser-create-customer

View on GitHub

Chaser Overview#

The Chaser API enables users to automate their accounts receivable process efficiently, making it possible to manage and follow up on invoices programmatically. By integrating Chaser with Pipedream, users can automate invoice reminders, synchronize financial data with other business applications, and generate detailed accounts receivable reports. These capabilities help businesses improve their cash flow and minimize the time spent on manual follow-ups.

Action Code#

import chaser from "../../chaser.app.mjs";

export default {
  key: "chaser-create-customer",
  name: "Create Customer",
  description: "Creates a new customer in Chaser. [See the documentation](https://openapi.chaserhq.com/docs/static/index.html)",
  version: "0.0.1",
  type: "action",
  props: {
    chaser,
    externalId: {
      type: "string",
      label: "External ID",
      description: "External ID of the customer",
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Company name of the customer",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the customer",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the customer",
      optional: true,
    },
    emailAddress: {
      type: "string",
      label: "Email Address",
      description: "Email address of the customer",
      optional: true,
    },
    phoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "Phone number of the customer",
      optional: true,
    },
    additionalOptions: {
      type: "object",
      label: "Additional Options",
      description:
        "Additional parameters to send in the request. [See the documentation](https://openapi.chaserhq.com/docs/static/index.html) for available parameters. Values will be parsed as JSON where applicable.",
      optional: true,
    },
  },
  async run({ $ }) {
    let additionalOptions = Object.fromEntries(
      Object.entries(this.additionalOptions ?? {}).map(([
        key,
        value,
      ]) => {
        // optional JSON parsing
        try {
          return [
            key,
            JSON.parse(value),
          ];
        } catch (e) {
          return [
            key,
            value,
          ];
        }
      }),
    );

    const response = await this.chaser.createCustomer({
      $,
      data: {
        external_id: this.externalId,
        company_name: this.companyName,
        contact_first_name: this.firstName,
        contact_last_name: this.lastName,
        contact_email_address: this.emailAddress,
        phone_number: this.phoneNumber,
        ...additionalOptions,
      },
    });
    $.export("$summary", `Successfully created customer (ID: ${response.data.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
Chaser	`chaser`	`app`	This component uses the Chaser app.
External ID	`externalId`	`string`	External ID of the customer
Company Name	`companyName`	`string`	Company name of the customer
First Name	`firstName`	`string`	First name of the customer
Last Name	`lastName`	`string`	Last name of the customer
Email Address	`emailAddress`	`string`	Email address of the customer
Phone Number	`phoneNumber`	`string`	Phone number of the customer
Additional Options	`additionalOptions`	`object`	Additional parameters to send in the request. See the documentation for available parameters. Values will be parsed as JSON where applicable.

Action Authentication#

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

To retrieve your API Keys (Host, Key and Secret)