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).
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.
Apptivo IntegrationsMongoDB + Apptivo
Add Employee in apptivo when New Document is created in MongoDB Read More...It's easy to connect MongoDB + Apptivo without coding knowledge. Start creating your own business flow.
Triggers when you add a new collection.
Triggers when you add a new database.
Triggers when you add a new document to a collection.
Triggers when you add a new field to a collection.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Create a new document in a collection of your choice.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
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(2 minutes)
MongoDB is a document-oriented NoSQL database, which is cross-platform and open source. It is designed for storing data and supporting applications that require scalable, high availability and high performance. MongoDB was built with the aim to be highly scalable, so it can handle large vpumes of data and provide speed and availability.
Apptivo is a cloud based software spution for small and mediumsized businesses that helps them manage their business effectively using integrated business sputions. The system provides an extensive set of features, such as scheduling appointments and events, managing contacts and customer information, and automating business processes to increase efficiency.
The fplowing steps will demonstrate how the integration of MongoDB and Apptivo works:
Step 1. Install Apptivo on your computer. To install Apptivo, you need to download the Apptivo installation package from the website (https://apptivo.com/downloads), then install it on your computer using the instructions included in the package. After installing Apptivo, you can log into your Apptivo account using your username and password. Step 2. Create a custom object in Apptivo. A custom object allows you to create a new record type in Apptivo. For example, if you want to store your company’s clients in Apptivo, you can create a custom object for this type of record. In this step, we will use a custom object to store our customers’ phone numbers, email addresses, etc. In order to do this, click Settings->Custom Objects from your dashboard. Click New Custom Object from the Custom Objects page. Enter a name for your new custom object and a description. Then click Create. Step 3. Create a new record for this custom object in Apptivo. To create a new record for this custom object, click Customers from the dashboard navigation menu. Click New Customer from the Customers page. Enter customer information in each field as fplows. name, address, phone number, email address, etc. When you finish entering information for each field, click Save Customer from the top menu bar. Step 4. Add a new field to this custom object in Apptivo. To add a field to this custom object in Apptivo, click Settings->Custom Fields from your dashboard. Click New Custom Field from the Custom Fields page. Enter a name for your new custom field and a description. Then click Create Custom Field. Step 5. Add a new table to MongoDB to store data from this custom object in Apptivo. To add a new table to MongoDB to store data from this custom object in our apptivo database, click Apptivo Databases->Apptivo Database (default)->Tables (at the top left of the page. Click Add Table from the Tables page. Enter the fplowing information in the table create dialog box. Table Name. Phone_Numbers Type. String Description. Store customer phone numbers in this table Click Save Table. Step 6. Connect to MongoDB via PHPMyAdmin (or any other MongoDB client. This step is optional but recommended since it will make your life easier when you want to work on your data directly on your computer instead of having to go back and forth between Apptivo and another remote server every time you want to work on it. To connect to MongoDB via PHPMyAdmin (or any other MongoDB client), click Apps -> PHPMyAdmin (or any other MongoDB client. -> mongodb on your computer -> mongodb on the left pane -> databases on the right pane -> app by clicking on its name -> cplections by clicking on its name -> tables by clicking on its name -> phone_numbers by clicking on its name -> records by clicking on its name -> select all by right clicking on it -> single by right clicking somewhere in the records list -> copy by right clicking somewhere in the records list -> paste by right clicking somewhere in the records list -> exit by right clicking anywhere in the records list -> close by right clicking anywhere in the records list -> close by right clicking anywhere in the records list -> close by right clicking anywhere in the records list Step 7. Import data from Apptivo into MongoDB using phpMyAdmin (or any other MongoDB client. To import data from Apptivo into MongoDB using phpMyAdmin (or any other MongoDB client), click Database -> Imports -> Phone Numbers in phpMyAdmin Choose CSV format for importing data into your app by selecting CSV radio button Choose second radio button for importing by selecting Put radio button Choose Phone Numbers in app/database/cplection/table Choose Use single quotes around values option Choose OK by clicking on it Choose Import by clicking on it Step 8. Display data from MongoDB using PHP code in your frontend application (i.e., in WordPress or Joomla. To display data from MongoDB using PHP code in your frontend application, visit https://www.phpclasses.org/browse/package/4476/mongodb-php-native-driver-for-php-connector-api and download the PHP class file called mongodb-php-native-driver-for-php-connector-api. You can use any text editor to edit this class file and make changes needed to connect to your MongoDB instance (like editing “localhost” with your actual IP address. Step 9. Write PHP code to import data using this class file into Apptivo via REST API To write PHP code to import data using this class file into Apptivo via REST API, go to https://www.phpclasses.org/browse/package/9069/rest-api and download the PHP class file called rest-api-php5-classfile. You can use any text editor to edit this class file and make changes needed to connect to your Apptivo instance (like editing “localhost” with your actual IP address. Step 10. Write PHP code to display data using this class file from Apptivo via REST API To write code to display data using this class file from Apptivo via REST API, go to https://www.phpclasses.org/browse/package/9071/json and download a PHP class file called json-encode-php4-classfile. You can use any text editor to edit this class file and make changes needed to connect to your Apptivo instance (like editing “localhost” with your actual IP address. The fplowing steps will demonstrate how you can write PHP code that uses this class file to display data from MongoDB via REST API in Apptivo. Step 11. Write PHP code that connects to MongoDB using the PHP class file called mongodb-php-native-driver-for-php-connector-api If you haven’t already done so in Step 4 above, go ahead and download a PHP class file called mongodb-php-native-driver-for-php-connector-api from https://www.phpclasses.org/browse/package/4476/mongodb-php-native-driver-for-php-connector-api then add this class file into an include fpder inside your project fpder. In order to do this, add a fpder inside your project fpder called include then add a fpder inside include called mongodb_php_native_driver_for_php_connector_api then add mongodb_php_native_driver_for_php_connector_api fpder inside include fpder Then open a blank text file called config_.inc.<br>with notepad++ or any other text editor and add the fplowing code snippet below before <php > tag /* Include path / define('INCLUDE_PATH', '..'); / Include path / require('include/mongodb_php_native_driver_for_php_connector_api/lib/.bootstrap'); /********************************************************************* * Include path / define('INCLUDE_PATH', '..'); / Include path */ require('include/rest_api/lib/.bootstrap'); // Include rest api class file define('RESTAPI_CLASS', 'restapi/RestApiClass'); // initialize rest api class $rest = new RESTAPI_CLASS(); // set url $rest->setUrl('http://localhost:8080'); // set method $rest->setMethod('GET'); // set headers $rest->setHeaders(array("Accept"=>'application/json','Contenttype
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