Senta

Practice management software for accountants and bookkeepers from £29 per user, per month. Officially the friendliest software of the year.

Integrate the Senta API with the MongoDB API

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

Create Client with Senta API on New Collection from MongoDB API
MongoDB + Senta
 
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Create Client with Senta API on New Database from MongoDB API
MongoDB + Senta
 
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Create Client with Senta API on New Document from MongoDB API
MongoDB + Senta
 
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Create Client with Senta API on New Field in Document from MongoDB API
MongoDB + Senta
 
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Create New Document with MongoDB API on New Client Created from Senta API
Senta + MongoDB
 
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New Client Created from the Senta API

Emit new event when a new client is created.

 
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New Job Overdue from the Senta API

Emit new event when a job becomes overdue.

 
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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 Database from the MongoDB API

Emit new an event when a new database is added

 
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New Document from the MongoDB API

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

 
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Create Client with the Senta API

Creates a new client. 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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Delete a Document with the MongoDB API

Delete a single document by ID. See the docs here

 
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Find Document by Id with the MongoDB API

Retrieves a single document by ID. See the docs here

 
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Update Client with the Senta API

Updates an existing client. See the documentation

 
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Overview of Senta

The Senta API allows you to automate and integrate practice management tasks within the Senta platform. Leveraging Pipedream's capabilities, you can create workflows that streamline client onboarding, automate communication, task management, and synchronize data with other services. With Pipedream's serverless platform, these workflows can be triggered by various events, such as incoming emails, schedule timings, or actions from other apps, offering a seamless way to enhance your practice management operations.

Connect Senta

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    senta: {
      type: "app",
      app: "senta",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.senta.$auth.subdomain}.senta.co/api/jobs`,
      headers: {
        "x-auth": `${this.senta.$auth.api_key}`,
        "accept": `application/json`,
      },
      params: {
        cid: `{{your_client_id}}`,
      },
    })
  },
})

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()
  },
})