Firmao

CRM - customer relationship management. Managing sales opportunities from various sources (Mailing, Cold Calling, Live Chat, Google Ads, FB, Callback) in one place.

Integrate the Firmao API with the MongoDB API

Setup the Firmao API trigger to run a workflow which integrates with the MongoDB API. Pipedream's integration platform allows you to integrate Firmao and MongoDB remarkably fast. Free for developers.

Create Customer with Firmao API on New Collection from MongoDB API
MongoDB + Firmao
 
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Create Customer with Firmao API on New Database from MongoDB API
MongoDB + Firmao
 
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Create Customer with Firmao API on New Document from MongoDB API
MongoDB + Firmao
 
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Create Customer with Firmao API on New Field in Document from MongoDB API
MongoDB + Firmao
 
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Create New Document with MongoDB API on New Customer from Firmao API
Firmao + MongoDB
 
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New Customer from the Firmao API

Emit new event when a new customer is created. See the documentation

 
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New Offer from the Firmao API

Emit new event when a new offer is created. See the documentation

 
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New Collection from the MongoDB API

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

 
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New Task from the Firmao API

Emit new event when a new task is created. See the documentation

 
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New Database from the MongoDB API

Emit new an event when a new database is added

 
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Create Customer with the Firmao API

Create a new company customer. See the documentation

 
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Create New Document with the MongoDB API

Create a new document in a collection of your choice. See the docs here

 
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Create Offer with the Firmao API

Create a new quote/offer. See the documentation

 
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Delete a Document with the MongoDB API

Delete a single document by ID. See the docs here

 
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Create Task with the Firmao API

Create a new task for the organization. See the documentation

 
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Overview of Firmao

The Firmao API allows for the integration of Firmao's CRM and ERP features into Pipedream's serverless platform, enabling the automation of tasks such as managing contacts, projects, tasks, invoices, and timesheets. By leveraging Pipedream's capabilities, users can create custom workflows that respond to events in Firmao, or orchestrate actions between Firmao and other apps to streamline business processes.

Connect Firmao

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    firmao: {
      type: "app",
      app: "firmao",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://system.firmao.net/${this.firmao.$auth.organization_id}/svc/v1/contacts`,
      auth: {
        username: `${this.firmao.$auth.api_login}`,
        password: `${this.firmao.$auth.api_password}`,
      },
    })
  },
})

Overview of MongoDB

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.

Connect MongoDB

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import mongodb from 'mongodb'

export default defineComponent({
  props: {
    mongodb: {
      type: "app",
      app: "mongodb",
    },
    collection: {
      type: "string"
    },
    filter: {
      type: "object"
    }
  },
  async run({steps, $}) {
    const MongoClient = mongodb.MongoClient
    
    const {
      database,
      hostname,
      username,
      password,
    } = this.mongodb.$auth
    
    const url = `mongodb+srv://${username}:${password}@${hostname}/test?retryWrites=true&w=majority`
    const client = await MongoClient.connect(url, { 
      useNewUrlParser: true, 
      useUnifiedTopology: true 
    })
    
    const db = client.db(database)

    const results = await db.collection(this.collection).find(this.filter).toArray();
    $.export('results', results);
    
    await client.close()
  },
})