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 OpenAI (ChatGPT) API

Setup the Satuit API trigger to run a workflow which integrates with the OpenAI (ChatGPT) API. Pipedream's integration platform allows you to integrate Satuit and OpenAI (ChatGPT) remarkably fast. Free for developers.

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Chat with OpenAI (ChatGPT) API on New Activity from Satuit API
Satuit + OpenAI (ChatGPT)
 
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Chat with OpenAI (ChatGPT) API on New Contact Created from Satuit API
Satuit + OpenAI (ChatGPT)
 
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Chat with OpenAI (ChatGPT) API on New Opportunity from Satuit API
Satuit + OpenAI (ChatGPT)
 
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Summarize Text with OpenAI (ChatGPT) API on New Activity from Satuit API
Satuit + OpenAI (ChatGPT)
 
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Summarize Text with OpenAI (ChatGPT) API on New Contact Created from Satuit API
Satuit + OpenAI (ChatGPT)
 
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New Activity from the Satuit API

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

 
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New Contact Created from the Satuit API

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

 
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New Opportunity from the Satuit API

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

 
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New Batch Completed from the OpenAI (ChatGPT) API

Emit new event when a new batch is completed in OpenAI. See the documentation

 
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New File Created from the OpenAI (ChatGPT) API

Emit new event when a new file is created in OpenAI. See the documentation

 
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Create Business with the Satuit API

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

 
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Chat with the OpenAI (ChatGPT) API

The Chat API, using the gpt-3.5-turbo or gpt-4 model. See the documentation

 
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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

 
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Summarize Text with the OpenAI (ChatGPT) API

Summarizes text using the Chat API. See the documentation

 
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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

 
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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

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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 OpenAI (ChatGPT)

OpenAI provides a suite of powerful AI models through its API, enabling developers to integrate advanced natural language processing and generative capabilities into their applications. Here’s an overview of the services offered by OpenAI's API:

Use Python or Node.js code to make fully authenticated API requests with your OpenAI account:

Connect OpenAI (ChatGPT)

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    openai: {
      type: "app",
      app: "openai",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.openai.com/v1/models`,
      headers: {
        Authorization: `Bearer ${this.openai.$auth.api_key}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
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Gorgias logo
LinkedIn logo
Logitech logo
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SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
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Dataminr logo
Gopuff logo
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LinkedIn logo
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