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.
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
Creates a new business within the Satuit platform. See the documentation
Create a new document in a collection of your choice. See the docs here
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
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.
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}`,
},
})
},
})
The MongoDB API provides powerful capabilities to interact with a MongoDB database, allowing you to perform CRUD (Create, Read, Update, Delete) operations, manage databases, and execute sophisticated queries. With Pipedream, you can harness these abilities to automate tasks, sync data across various apps, and react to events in real-time. It’s a combo that’s particularly potent for managing data workflows, syncing application states, or triggering actions based on changes to your data.
import mongodb from 'mongodb'
export default defineComponent({
props: {
mongodb: {
type: "app",
app: "mongodb",
},
collection: {
type: "string"
},
filter: {
type: "object"
}
},
async run({steps, $}) {
const MongoClient = mongodb.MongoClient
const {
database,
hostname,
username,
password,
} = this.mongodb.$auth
const url = `mongodb+srv://${username}:${password}@${hostname}/test?retryWrites=true&w=majority`
const client = await MongoClient.connect(url, {
useNewUrlParser: true,
useUnifiedTopology: true
})
const db = client.db(database)
const results = await db.collection(this.collection).find(this.filter).toArray();
$.export('results', results);
await client.close()
},
})