New Opportunity from Satuit API

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New Opportunity from the Satuit API

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Getting Started#

Trigger a workflow on New Opportunity with Satuit API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the New Opportunity trigger
1. Connect your Satuit account
2. Configure Polling Schedule
Add steps to connect to 2,400+ APIs using code and no-code building blocks
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

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Satuit + HTTP / Webhook

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Satuit + Ahrefs

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Execute Query with Snowflake API on New Opportunity from Satuit API

Satuit + Snowflake

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[Date/Time] Add/Subtract Time with Formatting API on New Opportunity from Satuit API

Satuit + Formatting

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

New Opportunity on Satuit

Description:Emit new event when a new opportunity is created in Satuit. [See the documentation](https://satuittechnologies.zendesk.com/hc/en-us/articles/360055725213-Satuit-REST-API-Postman-Documentation)

Version:0.0.1

Key:satuit-new-opportunity

View on GitHub

Code#

import common from "../common/polling.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  key: "satuit-new-opportunity",
  name: "New Opportunity",
  description: "Emit new event when a new opportunity is created in Satuit. [See the documentation](https://satuittechnologies.zendesk.com/hc/en-us/articles/360055725213-Satuit-REST-API-Postman-Documentation)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getFieldId() {
      return "pproduct.iprodkey";
    },
    getResourceName() {
      return "Result";
    },
    getResourcesFn() {
      return this.app.getOpportunity;
    },
    getResourcesFnArgs() {
      return {
        params: {
          pagesize: constants.DEFAULT_LIMIT,
          orderby: encodeURIComponent(
            JSON.stringify({
              [this.getFieldId()]: "desc",
            }),
          ),
        },
      };
    },
    generateMeta(resource) {
      const {
        [this.getFieldId()]: id,
        ["pproduct.dcreated"]: createdAt,
      } = resource;
      return {
        id,
        summary: `New Opportunity: ${id}`,
        ts: Date.parse(createdAt),
      };
    },
  },
};

Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Satuit	`app`	`app`	This component uses the Satuit app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Schedule	`timer`	`$.interface.timer`	How often to poll the API

Authentication#

Satuit uses OAuth authentication. When you connect your Satuit account, Pipedream will open a popup window where you can sign into Satuit and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Satuit API.

Pipedream requests the following authorization scopes when you connect your account:

About 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.