How to Connect MongoDB with Pabbly Connect

Table of Contents​

1. Overview
2. Prerequisites
3. Security Requirement: Whitelisting Pabbly Integration Server
4. Step 1: Whitelist IP Address in MongoDB Atlas
5. Step 2: Retrieve MongoDB Connection String
6. Step 3: Establish MongoDB Connection in Pabbly Connect
7. Step 4: Configure MongoDB Action
8. Step 5: Test and Save the Workflow
9. Common Errors and Troubleshooting
10. Final Verification Checklist

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1. Overview​

The MongoDB integration in Pabbly Connect enables users to automate database operations such as inserting, updating, retrieving, and deleting records from MongoDB Atlas through workflow-based automation.

To ensure secure and uninterrupted communication between Pabbly Connect and MongoDB Atlas, proper IP whitelisting and authentication are mandatory.

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2. Prerequisites​

Before proceeding, ensure the following requirements are met:

• An active MongoDB Atlas account
• A running MongoDB cluster
• A MongoDB database user with appropriate permissions
• Access to Pabbly Connect

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3. Security Requirement: Whitelist Pabbly Integration Server​

MongoDB Atlas enforces IP-based access control. To allow Pabbly Connect to communicate with your cluster, the Pabbly Integration Server IP must be whitelisted.

Pabbly Integration Server IP​

Server IP: 157.180.81.74

Important: Failure to whitelist this IP will result in connection and authentication failures.

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4. Step 1: Whitelist IP Address in MongoDB Atlas​

4.1 Sign in to MongoDB Atlas​

• Visit https://cloud.mongodb.com
• Log in using your credentials

Screenshot: MongoDB Atlas Dashboard

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4.2 Select Your Project​

• Choose the project that contains your MongoDB cluster

Screenshot: Project Selection

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4.3 Open Network Access Settings​

• Navigate to Network Access from the left sidebar
• Open the IP Access List section

Screenshot: IP Access List

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4.4 Add Pabbly Integration Server IP​

1. Click Add IP Address
2. Enter the IP address: 157.180.81.74
3. (Optional) Add a description
4. Click Confirm

Screenshot: Add IP Address

Expected Outcome:
The IP address appears with an Active status.

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5. Step 2: Retrieve MongoDB Connection String​

5.1 Navigate to Clusters​

• Go to Database → Clusters
• Click Connect on the target cluster

Screenshot: Cluster Overview

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5.2 Select Connection Method​

• Choose Connect your application

Screenshot: Connection Options

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5.3 Copy Connection String​

• Select the appropriate driver
• Copy the provided connection string

Example: mongodb+srv://<username>:<password>@cluster0.mongodb.net/<database>

Screenshot: Connection String

Note:
Replace <username>, <password>, and <database> with your actual MongoDB credentials.

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6. Step 3: Establish MongoDB Connection in Pabbly Connect​

6.1 Access Pabbly Connect​

• Log in to Pabbly Connect
• Create a new workflow or open an existing one

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6.2 Add MongoDB Action​

• Click Add Action
• Select MongoDB
• Choose the required action/event

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6.3 Create a New Connection​

• Click Add New Connection
• Paste the MongoDB connection string
• Click Connect

Expected Outcome:
The connection status displays Connected.

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7. Step 4: Configure MongoDB Action​

• Select the database name
• Select the collection name
• Map all required input fields according to the selected MongoDB action

Note: Ensure all mandatory fields are mapped correctly to avoid execution failures.

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8. Step 5: Test and Save the Workflow​

8.1 Test the Action​

• Click Save & Send Test Request
• Review the response returned by MongoDB

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8.2 Save and Enable Workflow​

• Click Save
• Enable the workflow for execution

Expected Outcome: The workflow executes successfully without validation or runtime errors.

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9. Common Errors and Troubleshooting​

Connection Failed​

• Verify IP address is whitelisted
• Check MongoDB username and password
• Confirm database name in the connection string

Authentication Failed​

• Ensure MongoDB user permissions are correctly assigned
• Verify read/write access for the database

Timeout or Network Error​

• Allow a few seconds after IP whitelisting
• Retry the connection

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10. Final Verification Checklist​

✔ MongoDB Atlas account active
✔ Pabbly Integration Server IP whitelisted
✔ MongoDB user created with correct permissions
✔ Connection string verified
✔ MongoDB connected in Pabbly Connect
✔ Action tested successfully
✔ Workflow saved and enabled

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Completion Status​

You have successfully configured MongoDB with Pabbly Connect. Your workflows are now ready to perform secure and automated database operations.