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.
Integrate the Satuit API with the Google Sheets API
Setup the Satuit API trigger to run a workflow which integrates with the Google Sheets API. Pipedream's integration platform allows you to integrate Satuit and Google Sheets remarkably fast. Free for developers.
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Popular Ways to Connect Satuit with Google Sheets#
Popular Satuit and Google Sheets Triggers#
Emit new event when a new activity is created in Satuit. See the documentation
Emit new event each time a new contact is created in Satuit. See the documentation
Emit new event when a new opportunity is created in Satuit. See the documentation
Emit new event each time a comment is added to a spreadsheet.
Emit new event each time a row or rows are added to the bottom of a spreadsheet.
Popular Satuit and Google Sheets Actions#
Creates a new business within the Satuit platform. See the documentation
Add a single row of data to Google Sheets. See the documentation
Creates a new dealflow within the Satuit platform, setting up a new series of business interactions. See the documentation
Add multiple rows of data to a Google Sheet. See the documentation
Searches for a specific contact within the Satuit platform using an email address as the key identifier. See the documentation
Overview of Satuit#
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.
Connect Satuit#
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}`,
},
})
},
})
Overview of Google Sheets#
The Google Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.
Connect Google Sheets#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
google_sheets: {
type: "app",
app: "google_sheets",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.googleapis.com/oauth2/v1/userinfo`,
headers: {
Authorization: `Bearer ${this.google_sheets.$auth.oauth_access_token}`,
},
})
},
})
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