Satuit

SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments.

Go to site
Explore
/
Apps
/
Satuit

Satuit API Integrations

Build and run workflows using the Satuit API. Use 1000s of source-available triggers and actions across 2,100+ apps. Or write custom code to integrate any app or API in seconds.

Overview

The Satuit API enables seamless integration of asset management and CRM functionalities into various business processes. With it, you can automate tasks such as data synchronization, report generation, and client management. Pipedream, with its serverless execution model, allows you to connect Satuit to hundreds of other apps to create powerful workflows without managing any infrastructure. You could, for instance, trigger a workflow with a new database entry, process the data within Pipedream, and then use the Satuit API to update customer records or create tasks for follow-ups.

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    satuit: {
      type: "app",
      app: "satuit",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.satuit.$auth.environment}.satuitcrm.com/${this.satuit.$auth.sitename}/api/v1/account`,
      headers: {
        Authorization: `Bearer ${this.satuit.$auth.oauth_access_token}`,
      },
    })
  },
})

Choose an API to Connect with Satuit API

1
-
24
of
2,100+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Premium
Salesforce
Salesforce
Web services API for interacting with Salesforce
Premium
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Premium
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify Developer App
Shopify Developer App
Shopify is a user-friendly e-commerce platform that helps small businesses build an online store and sell online through one streamlined dashboard.
Premium
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Premium
Snowflake
Snowflake
A data warehouse built for the cloud
Premium
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Premium
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Premium
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
Premium
ServiceNow
ServiceNow
The smarter way to workflow
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Example Use Cases

  • Automate Client Onboarding: Upon receiving a new client form submission from a website (like Typeform or Google Forms), use Pipedream to parse the submitted data and automatically create a new client record in Satuit.

  • Sync Email Campaign Responses: Connect Satuit with an email marketing service like Mailchimp via Pipedream. When a recipient opens an email or clicks a link, it triggers a Pipedream workflow that logs the activity in the Satuit CRM, helping you to keep track of engagement.

  • Daily Portfolio Reports: Set up a Pipedream scheduled workflow to generate daily portfolio reports from Satuit and send them to stakeholders via a messaging platform like Slack. This ensures that all relevant parties receive timely investment updates.

Find Contact By Email with Satuit API on New Requests from HTTP / Webhook API
HTTP / Webhook + Satuit
 
Try it
Add Single Row with Google Sheets API on New Opportunity from Satuit API
Satuit + Google Sheets
 
Try it
Find Contact By Email with Satuit API on New Item in Feed from RSS API
RSS + Satuit
 
Try it
Find Contact By Email with Satuit API on New Message (Instant) from Discord API
Discord + Satuit
 
Try it
Find Contact By Email with Satuit API on New Message In Channels (Instant) from Slack API
Slack + Satuit
 
Try it
New Activity from the Satuit API

Emit new event when a new activity is created in Satuit. See the documentation

 
Try it
New Contact Created from the Satuit API

Emit new event each time a new contact is created in Satuit. See the documentation

 
Try it
New Opportunity from the Satuit API

Emit new event when a new opportunity is created in Satuit. See the documentation

 
Try it
Create Business with the Satuit API

Creates a new business within the Satuit platform. See the documentation

 
Try it
Create Dealflow with the Satuit API

Creates a new dealflow within the Satuit platform, setting up a new series of business interactions. See the documentation

 
Try it
Find Contact By Email with the Satuit API

Searches for a specific contact within the Satuit platform using an email address as the key identifier. See the documentation

 
Try it

Authentication

Satuit uses OAuth authentication. When you connect your Satuit account, Pipedream will open a popup window where you can sign into Satuit and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Satuit API.

Pipedream requests the following authorization scopes when you connect your account:

OAuth Request Configurations:
  1. accessToken
    POSThttps://auth.satuitcrm.com/oauth/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{custom_fields.client_id}}&client_secret={{custom_fields.client_secret}}&grant_type=password&username={{custom_fields.username}}&password={{custom_fields.password}}
  2. refreshToken
    POSThttps://auth.satuitcrm.com/oauth/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{custom_fields.client_id}}&client_secret={{custom_fields.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}