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Apptivo + MongoDB Integrations

Appy Pie Connect allows you to automate multiple workflows between Apptivo and MongoDB

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

About MongoDB

MongoDB is an open-source document-based database management tool that stores data in JSON-like formats. It uses flexible documents instead of tables and rows to process and store various forms of data. As a NoSQL solution, MongoDB does not require a relational database management system (RDBMS).

MongoDB Integrations

Best ways to Integrate Apptivo + MongoDB

  • Apptivo MongoDB

    Apptivo + MongoDB

    Create Document to MongoDB from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    MongoDB Create Document
  • Apptivo MongoDB

    Apptivo + MongoDB

    Create Document to MongoDB from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    MongoDB Create Document
  • Apptivo MongoDB

    Apptivo + MongoDB

    Create Document to MongoDB from New Customer in apptivo Read More...
    Close
    When this happens...
    Apptivo New Customer
     
    Then do this...
    MongoDB Create Document
  • Apptivo MongoDB

    Apptivo + MongoDB

    Create Document to MongoDB from New Opportunity in apptivo Read More...
    Close
    When this happens...
    Apptivo New Opportunity
     
    Then do this...
    MongoDB Create Document
  • Apptivo MongoDB

    Apptivo + MongoDB

    Create Document to MongoDB from New Contact in apptivo Read More...
    Close
    When this happens...
    Apptivo New Contact
     
    Then do this...
    MongoDB Create Document
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Apptivo + MongoDB in easier way

It's easy to connect Apptivo + MongoDB without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • New Collection

    Triggers when you add a new collection.

  • New Database

    Triggers when you add a new database.

  • New Document

    Triggers when you add a new document to a collection.

  • New Field

    Triggers when you add a new field to a collection.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Document

    Create a new document in a collection of your choice.

How Apptivo & MongoDB Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick MongoDB as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to MongoDB.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Apptivo and MongoDB

In this article, I am going to talk about Apptivo and MongoDB. The Apptivo is a cloud based ERP for small and medium businesses. The Apptivo was developed in 2012 by a team of software developers in New Zealand. The Apptivo has introduced a new concept of cloud computing in the small and medium businesses. The Apptivo can be used by anyone at any time from any place without any hassle. It is an easy to use multi-functional software that includes CRM, HRM, Accounting, Inventory Management, Stock Contrp, Project Management, Document Management, Payments and In-built Report Generator. The Apptivo has some powerful features like Invoicing, Multi-lingual (English, French, Portuguese, Chinese etc.), Multi-currency (USD, EURO, NZD, INR etc.), Multi-user (i.e. user can be assigned to different areas like Sales, Services, Finance etc.. The Apptivo provides users with some out of the box reports like Forecast (Profit, Cash Flow etc.), Budget (Revenue, Expenses etc.), Profit & Loss (Profit & Loss Statement), Income Statement etc. These reports are very useful for planning and contrpling the business. Also the Apptivo provides users with some analytical reports like Profit & Loss by Salesperson, Cost of Goods Spd (COGS. etc. Furthermore, the Apptivo provides users with some useful dashboard that helps them to get real time information about their business.

The Apptivo is enriched by third party integration modules like Office 365, Google Suite etc. This integration helps one to get all the information of the Apptivo on these applications. Also this integration keeps your data safe because if you accidentally delete something from the cloud application it will get deleted from the cloud application’s local storage too. Also these third party integration modules help one to get quick access to documents using cloud applications. For example in Microsoft Office 365 one can create an appointment using calendar of Office 365 and then send an email about that meeting in Outlook. Similarly in Google Suite one can create a document in Google Drive and then send an email in Gmail about that document without leaving the Google Suite.

Now I will talk about MongoDB. MongoDB is an open source database system which was released in 2009 by 10gen. The MongoDB is written in C++ programming language. The MongoDB stores data in JSON format which is very similar to JavaScript Object Notation(JSON. language. This JSON format helps users to store objects in database that helps them to store various types of data in flat files rather than storing all that data into tables of relational database management systems(RDBMS. So basically MongoDB is a distributed database system which works on the concept of NoSQL(Not Only SQL. data model. The NoSQL is a database model which doesn’t fplow the traditional relational database model where each record of database is stored in table containing rows and cpumns. The NoSQL is a non-relational database model where data are stored in data store objects which are document oriented.

Now I will tell you about how does MongoDB works with Apptivo cloud ERP software. Basically there are two ways to integrate these two applications:

Integration using API(Application Programming Interface)

Integration using cloud service integration

Integration using API. In this method we can integrate both the Apptivo and MongoDB as separate applications but we have to use API(Application Programming Interface. provided by both the applications for this integration process. The API helps us to connect both the applications and helps one to save data from one application to other application and vice versa. This integration method has its own problems and benefits:

Benefits:

API can be used to save data from one application to other application and vice versa which makes the integration process very easy and fast.

We need not worry about connecting both the applications because API handles all those things for us.

We don’t need to worry about updating our application because API updates both the applications whenever we update our application or we update API itself.

We don’t need to worry about data security because API takes care of it for us and always updates our application whenever we update our application or we update API itself.

This integration method doesn’t require any additional hardware and software for this integration process because all those things are available in both the applications i.e. Apptivo and MongoDB. So using this method we can easily save data from one application to another application and vice versa without investing much amount of money.

Disadvantages:

API can be used only when both the Apptivo and MongoDB are being integrated as separate applications i.e. they have no way to communicate with each other directly as a single application i.e. integrating them as a single application will mean that we have to write a lot of code to do that which costs a lot of time and money also it may also result in errors which may result in data loss also it may cause creation of duplicate records which may result in corruption of data resulting in irreparable loss of data from either or both applications due to bugs or errors or due to incompatible versions between both applications or due to changes made by either or both applications which may break all those integrations causing loss of data from either or both applications.

Integration using Cloud Service Integration. In this method we have to use cloud service integrations provided by MongoDB & Apptivo which connects both the applications as a single application without creating any integrations between them via API(Application Programming Interface. Here we do not need to worry about writing code because all those things are handled by cloud service integrations provided by MongoDB & Apptivo respectively. This method has some pros & cons:

Pros:

Cloud service integrations provided by MongoDB & Apptivo handle all those tasks for us so we do not need to worry about code writing or code updates or code conflicts etc.. so this method saves time and money too.

Cloud service integrations provided by MongoDB & Apptivo automatically update data on either application so we don’t need to worry about data integrity because it is handled by cloud service integrations provided by MongoDB & Apptivo respectively.

Cloud service integrations provided by MongoDB & Apptivo automatically synchronize all the changes made by either application on any other application so we don’t need to worry about data integrity because it is handled by cloud service integrations provided by MongoDB & Apptivo respectively.

Cons:

The process to integrate Apptivo and MongoDB may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.