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 Twilio SendGrid API

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

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Add Email to Global Suppression with Twilio SendGrid API on New Activity from Satuit API
Satuit + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Contact Created from Satuit API
Satuit + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Opportunity from Satuit API
Satuit + Twilio SendGrid
 
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Add or Update Contact with Twilio SendGrid API on New Activity from Satuit API
Satuit + Twilio SendGrid
 
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Add or Update Contact with Twilio SendGrid API on New Contact Created from Satuit API
Satuit + Twilio SendGrid
 
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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 Contact from the Twilio SendGrid API

Emit new event when a new contact is created

 
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New Events (Instant) from the Twilio SendGrid API

Emit new event when any of the specified SendGrid events is received

 
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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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Add Email to Global Suppression with the Twilio SendGrid API

Allows you to add one or more email addresses to the global suppressions group. See the docs here

 
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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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Add or Update Contact with the Twilio SendGrid API

Adds or updates a contact. See the docs here

 
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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 Twilio SendGrid

The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.

Connect Twilio SendGrid

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    sendgrid: {
      type: "app",
      app: "sendgrid",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.sendgrid.com/v3/user/account`,
      headers: {
        Authorization: `Bearer ${this.sendgrid.$auth.api_key}`,
      },
    })
  },
})

Community Posts

How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
Two days before Thanksgiving, I decided to put together a simple way for our family to share pictures, because we couldn’t be together in person. The idea: smart photo frames that everyone could text pictures to. Here’s how I got it working. tldr; A Pipedream workflow parses SMS messages sent to a Twilio phone number, extracting the pictures and then using SendGrid to email them to the dedicated email addresses used by our Pix-Star photo frames.

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