← MongoDB + Cloze integrations

Create Note with Cloze API on New Database from MongoDB API

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New Database from the MongoDB API
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Create Note with the Cloze API
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Getting Started

This integration creates a workflow with a MongoDB trigger and Cloze 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 Note action
    1. Connect your Cloze account
    2. Configure Unique ID
    3. Configure Source
    4. Optional- Configure Date
    5. Optional- Configure From
    6. Optional- Configure Subject
    7. Configure Body
    8. Optional- Configure Additional Data
  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 note in Cloze. [See the documentation](https://api.cloze.com/api-docs/#!/Content/post_v1_createcontent).
Version:0.0.1
Key:cloze-create-note

Cloze Overview

The Cloze API enables you to access and manage your Cloze CRM data programmatically. In Pipedream, you can create powerful, serverless workflows that react to events or run on schedules to automate tasks involving Cloze data. You could synchronize contacts, track communication history, or trigger actions based on updates in Cloze. By leveraging Pipedream's capacity to connect to a myriad of services, you can create multi-step workflows that involve other apps to streamline your business processes and harness the full potential of CRM automation.

Action Code

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

export default {
  key: "cloze-create-note",
  name: "Create Note",
  description: "Creates a note in Cloze. [See the documentation](https://api.cloze.com/api-docs/#!/Content/post_v1_createcontent).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    uniqueId: {
      type: "string",
      label: "Unique ID",
      description: "A unique identifier for this content record. This will often be the unique Id in an external system so that updates can be matched up with the record in Cloze.",
    },
    source: {
      type: "string",
      label: "Source",
      description: "The source that this content record originally came from (Eg. `todoist.com`). Must be a valid domain.",
    },
    date: {
      type: "string",
      label: "Date",
      description: "When the content should show up in the timeline. Can be a string or a UTC timestamp in ms since the epoch. Eg. `2021-01-01` or `1609459200000`.",
      optional: true,
    },
    from: {
      type: "string",
      label: "From",
      description: "From address for this content record (the address of the person created the record). This can be an email address, phone number, social handle or app link (Eg. `na16.salesforce.com:006j000000Pkp1d`)",
      optional: true,
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "Subject of the communication record.",
      optional: true,
    },
    body: {
      type: "string",
      label: "Body",
      description: "Body text of the communication record.",
    },
    additionalData: {
      type: "object",
      label: "Additional Data",
      description: "Additional details for the note in JSON format. [See the documentation](https://api.cloze.com/api-docs/#!/Content/post_v1_createcontent).",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      app,
      uniqueId,
      date,
      from,
      source,
      subject,
      body,
      additionalData,
    } = this;

    const response = await app.addContentRecord({
      $,
      data: {
        uniqueid: uniqueId,
        date,
        style: "note",
        from,
        source,
        subject,
        body,
        ...additionalData,
      },
    });

    $.export("$summary", "Successfully created note.");

    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
ClozeappappThis component uses the Cloze app.
Unique IDuniqueIdstring

A unique identifier for this content record. This will often be the unique Id in an external system so that updates can be matched up with the record in Cloze.

Sourcesourcestring

The source that this content record originally came from (Eg. todoist.com). Must be a valid domain.

Datedatestring

When the content should show up in the timeline. Can be a string or a UTC timestamp in ms since the epoch. Eg. 2021-01-01 or 1609459200000.

Fromfromstring

From address for this content record (the address of the person created the record). This can be an email address, phone number, social handle or app link (Eg. na16.salesforce.com:006j000000Pkp1d)

Subjectsubjectstring

Subject of the communication record.

Bodybodystring

Body text of the communication record.

Additional DataadditionalDataobject

Additional details for the note in JSON format. See the documentation.

Action Authentication

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

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

About Cloze

Cloze automatically keeps track of your email, phone calls, text messages, meetings, documents, Evernote, LinkedIn, Facebook, and Twitter.

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