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 Snowflake API
Setup the Satuit API trigger to run a workflow which integrates with the Snowflake API. Pipedream's integration platform allows you to integrate Satuit and Snowflake remarkably fast. Free for developers.
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Popular Satuit and Snowflake Triggers#
Run a SQL query on a schedule, triggering a workflow for each row of results
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
Popular Satuit and Snowflake 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 Snowflake#
Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.
Getting Started
1. Create a user, role and warehouse in Snowflake
Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.
We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.
2. Enter those details in Pipedream
Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.
You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.
3. Build your first workflow
Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.
Learn more at Pipedream University.
Connect Snowflake#
import snowflake from '@pipedream/snowflake';
export default defineComponent({
props: {
snowflake,
},
async run({ $ }) {
// Component source code:
// https://github.com/PipedreamHQ/pipedream/tree/master/components/snowflake
return this.snowflake.executeQuery({
sqlText: `SELECT CURRENT_TIMESTAMP()`,
binds: [],
});
},
});Trusted by 1,000,000+ developers from startups to Fortune 500 companies