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
Write Python and use any of the 350k+ PyPi packages available. Refer to the Pipedream Python docs to learn more.
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}`,
},
})
},
})
Develop, run and deploy your Python code in Pipedream workflows. Integrate seamlessly between no-code steps, with connected accounts, or integrate Data Stores and manipulate files within a workflow.
This includes installing PyPI packages, within your code without having to manage a requirements.txt
file or running pip
.
Below is an example of using Python to access data from the trigger of the workflow, and sharing it with subsequent workflow steps:
def handler(pd: "pipedream"):
# Reference data from previous steps
print(pd.steps["trigger"]["context"]["id"])
# Return data for use in future steps
return {"foo": {"test":True}}