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 Python API

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

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Run Python Code with Python API on New Activity from Satuit API
Satuit + Python
 
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Run Python Code with Python API on New Contact Created from Satuit API
Satuit + Python
 
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Run Python Code with Python API on New Opportunity from Satuit API
Satuit + Python
 
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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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Create Business with the Satuit API

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

 
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Run Python Code with the Python API

Write Python and use any of the 350k+ PyPi packages available. Refer to the Pipedream Python docs to learn more.

 
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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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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 Python

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:

Connect Python

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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}}

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

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