Create New Document with MongoDB API on New Invoice from Keap (Infusionsoft) API

Pipedream makes it easy to connect APIs for MongoDB, Keap (Infusionsoft) and 2,400+ other apps remarkably fast.

Trigger workflow on

New Invoice from the Keap (Infusionsoft) API

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Create New Document with the MongoDB API

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Getting Started#

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

Select this integration
Configure the New Invoice trigger
1. Connect your Keap (Infusionsoft) account
Configure the Create New Document action
1. Connect your MongoDB account
2. Select a Database
3. Select a Collection
4. Configure Data
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 Invoice on Keap (Infusionsoft)

Description:Emit new event for each new **invoice** [See docs here](https://developer.infusionsoft.com/docs/rest/#tag/REST-Hooks)

Version:0.0.1

Key:infusionsoft-new-invoice

View on GitHub

Keap (Infusionsoft) Overview#

The Keap (Infusionsoft) API is a powerful tool that unlocks advanced customer relationship management, marketing automation, and sales features. It allows you to manage contacts, create and update customer records, send emails, set up marketing campaigns, and more, automating and integrating these processes within your business workflows. With Pipedream's serverless execution environment, you can harness this API to craft custom automations, trigger sequences based on specific actions, and connect Keap to a multitude of other apps and services, streamlining your sales and marketing efforts.

Trigger Code#

import { defineSource } from "@pipedream/types";
import common from "../common.mjs";
export default defineSource({
    ...common,
    name: "New Invoice",
    description: "Emit new event for each new **invoice** [See docs here](https://developer.infusionsoft.com/docs/rest/#tag/REST-Hooks)",
    key: "infusionsoft-new-invoice",
    version: "0.0.1",
    type: "source",
    methods: {
        ...common.methods,
        getHookType() {
            return "invoice.add";
        },
        getSummary({ id }) {
            return `Invoice ID ${id}`;
        },
    },
});

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
Keap (Infusionsoft)	`infusionsoft`	`app`	This component uses the Keap (Infusionsoft) app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.

Trigger Authentication#

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

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

About Keap (Infusionsoft)#

CRM, sales & marketing platform

Action#

Create New Document on MongoDB

Description:Create a new document in a collection of your choice. [See the docs here](https://docs.mongodb.com/manual/tutorial/insert-documents/)

Version:0.1.5

Key:mongodb-create-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.

Action Code#

import mongodbApp from "../../mongodb.app.mjs";

export default {
  key: "mongodb-create-new-document",
  name: "Create New Document",
  description: "Create a new document in a collection of your choice. [See the docs here](https://docs.mongodb.com/manual/tutorial/insert-documents/)",
  version: "0.1.5",
  type: "action",
  props: {
    mongodbApp,
    database: {
      propDefinition: [
        mongodbApp,
        "database",
      ],
    },
    collection: {
      propDefinition: [
        mongodbApp,
        "collection",
        (c) => ({
          database: c.database,
        }),
      ],
    },
    data: {
      label: "Data",
      type: "object",
      description: "The object to be used in document creation. Values will be interpreted as strings. To pass a number, boolean, array, or object, wrap the value in an expression. eg. `{{1}}`",
    },
  },
  async run({ $ }) {
    const document = await this.mongodbApp.createDocument(
      this.data,
      this.database,
      this.collection,
    );
    $.export("$summary", `Document "${document.insertedId}" successfully created`);
    return document;
  },
};

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
MongoDB	`mongodbApp`	`app`	This component uses the MongoDB app.
Database	`database`	`string`	Select a value from the drop down menu.
Collection	`collection`	`string`	Select a value from the drop down menu.
Data	`data`	`object`	The object to be used in document creation. Values will be interpreted as strings. To pass a number, boolean, array, or object, wrap the value in an expression. eg. `{{1}}`

Action 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.

Create New Document with MongoDB API on New Invoice from Keap (Infusionsoft) API

Pipedream makes it easy to connect APIs for MongoDB, Keap (Infusionsoft) 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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