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 when a ticket is added to the specified view
Emit new event each time a new contact is created in Satuit. See the documentation
Emit new event when a ticket has changed to closed status
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
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}`,
},
})
},
})
The Zendesk API enables seamless integration of Zendesk's customer service platform with your existing business processes and third-party applications. By leveraging this API with Pipedream, you can automate ticket tracking, sync customer data, escalate issues, and streamline communication across multiple channels. This can significantly increase efficiency, accelerate response times, and enhance the overall customer experience. Automations can range from simple notifications to complex workflows involving data transformation and multi-step actions across various services.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zendesk: {
type: "app",
app: "zendesk",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.zendesk.$auth.subdomain}.zendesk.com/api/v2/users/me/`,
headers: {
Authorization: `Bearer ${this.zendesk.$auth.oauth_access_token}`,
},
})
},
})