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 Jotform API
Setup the Satuit API trigger to run a workflow which integrates with the Jotform API. Pipedream's integration platform allows you to integrate Satuit and Jotform remarkably fast. Free for developers.
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Popular Satuit and Jotform 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
Popular Satuit and Jotform Actions#
Creates a new business within the Satuit platform. See the documentation
Creates a new dealflow within the Satuit platform, setting up a new series of business interactions. See the documentation
Searches for a specific contact within the Satuit platform using an email address as the key identifier. See the documentation
Gets number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user See the docs here
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 Jotform#
Jotform’s API is a powerhouse for automating form and survey data management. With Pipedream, harness this API to trigger workflows from new form submissions, manipulate and analyze your form data, and sync it across various platforms. Think streamlined data entry to CRMs, instant notifications for new leads or feedback, and timely data backups to cloud storage.
Connect Jotform#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
jotform: {
type: "app",
app: "jotform",
}
},
methods: {
_getBaseUrl() {
let baseUrl = `https://${this.jotform.$auth.region}.jotform.com/`;
const standardSubdomains = [
"api",
"eu-api",
"hipaa-api",
];
if (!standardSubdomains.includes(this.jotform.$auth.region)) {
baseUrl += "API/";
}
return baseUrl;
},
},
async run({steps, $}) {
const baseUrl = this._getBaseUrl();
return await axios($, {
url: `${baseUrl}user`,
params: {
apiKey: `${this.jotform.$auth.api_key}`,
},
})
},
})
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