Build Automated MongoDB-Connected Workflows in Zapier



Use CData Connect Cloud to connect to live MongoDB data and build automated workflows in Zapier.

Zapier is an online automation tool that connects your apps and services. When paired with CData Connect Cloud, you get access to live MongoDB data for your workflows. This article shows how to connect to MongoDB and build workflows with live MongoDB data in Zapier.

About MongoDB Data Integration

Accessing and integrating live data from MongoDB has never been easier with CData. Customers rely on CData connectivity to:

MongoDB's flexibility means that it can be used as a transactional, operational, or analytical database. That means CData customers use our solutions to integrate their business data with MongoDB or integrate their MongoDB data with their data warehouse (or both). Customers also leverage our live connectivity options to analyze and report on MongoDB directly from their preferred tools, like Power BI and Tableau.

For more details on MongoDB use case and how CData enhances your MongoDB experience, check out our blog post: The Top 10 Real-World MongoDB Use Cases You Should Know in 2024.


Getting Started


Connect to MongoDB from Zapier

To work with MongoDB in Zapier, we need to connect to MongoDB from Connect Cloud, provide user access to the connection, and create OData endpoints for the MongoDB data.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to MongoDB through Connect Cloud.

  1. Navigate to the Users page and click Invite Users
  2. Enter the new user's email address and click Send to invite the user
  3. You can review and edit users from the Users page

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to MongoDB from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "MongoDB" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to MongoDB.

    Set the Server, Database, User, and Password connection properties to connect to MongoDB. To access MongoDB collections as tables you can use automatic schema discovery or write your own schema definitions. Schemas are defined in .rsd files, which have a simple format. You can also execute free-form queries that are not tied to the schema.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add MongoDB Connection page and update the User-based permissions.

Configure MongoDB Endpoints for Zapier

After connecting to MongoDB, create a workspace and virtual dataset for your desired table(s).

  1. Navigate to the Virtual Datasets page and click Add to create a new Workspace (or select an existing workspace).
  2. Click Add to add new assets to the Workspace.
  3. Select the MongoDB connection (e.g. MongoDB1) and click Next.
  4. Select the table(s) you wish to work with and click Confirm.
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection and Workspace configured, you are ready to connect to MongoDB data from Zapier.

Connect to MongoDB Data in Zapier Workflows

To establish a connection from Zapier to CData Connect Cloud using the OData protocol, follow these steps.

  1. Log into Zapier.
  2. Click Create Zap.
  3. In the dialog that appears, search for "Webhooks by Zapier", and click the option underneath.
  4. Under Event, select Retrieve Poll.
  5. Fill in the connection details:
    • URL: Enter the OData URL (e.g. https://cloud.cdata.com/api/odata/{workspace_name}).
    • Key: Enter "value.name."
    • Authentication details: Fill in the Basic Auth or Headers. The basic option requires a user (your Connect Cloud username, e.g. [email protected]) and password (the PAT you've previously created) separated by a pipe symbol: |. The headers option requires a request type header with encoded credentials.
  6. Click Test. If the connection is set up properly, sample records will appear.

Simplified Access to MongoDB Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live MongoDB data from Zapier. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in cloud applications like Zapier, refer to our Connect Cloud page.

Ready to get started?

Learn more about CData Connect Cloud or sign up for free trial access:

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