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 PostgreSQL API
Setup the Satuit API trigger to run a workflow which integrates with the PostgreSQL API. Pipedream's integration platform allows you to integrate Satuit and PostgreSQL remarkably fast. Free for developers.
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Popular Satuit and PostgreSQL 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 when a new column is added to a table. See the documentation
Emit new event when a row is added or modified. See the documentation
Popular Satuit and PostgreSQL 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
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 PostgreSQL#
On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.
Connect PostgreSQL#
import postgresql from "@pipedream/postgresql"
export default defineComponent({
props: {
postgresql,
},
async run({ steps, $ }) {
// Component source code:
// https://github.com/PipedreamHQ/pipedream/tree/master/components/postgresql
const queryObj = {
text: "SELECT NOW()",
values: [], // Ignored since query does not contain placeholders
};
return await this.postgresql.executeQuery(queryObj);
},
})Trusted by 1,000,000+ developers from startups to Fortune 500 companies