← Satuit + Klaviyo integrations

Add Member To List with Klaviyo API on New Opportunity from Satuit API

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New Opportunity from the Satuit API
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Add Member To List with the Klaviyo API
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Getting Started

This integration creates a workflow with a Satuit trigger and Klaviyo action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Opportunity trigger
    1. Connect your Satuit account
    2. Configure Polling Schedule
  3. Configure the Add Member To List action
    1. Connect your Klaviyo account
    2. Select a List
    3. Select one or more Profile Ids
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are 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.

Trigger

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

Satuit Overview

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.

Trigger 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),
      };
    },
  },
};

Trigger 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.
LabelPropTypeDescription
SatuitappappThis component uses the Satuit app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling Scheduletimer$.interface.timer

How often to poll the API

Trigger 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.

Action

Description:Add member to a specific list. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/add-members)
Version:1.0.0
Key:klaviyo-add-member-to-list

Klaviyo Overview

The Klaviyo API grants you the power to automate and personalize your email marketing efforts. With it, you can manage lists, profiles, and campaigns, track event-driven communications, and analyze the results. By leveraging this API on Pipedream, you can create intricate, automated workflows that respond in real-time to your users' behavior, sync data across multiple platforms, and tailor your marketing strategies to improve engagement and conversion rates.

Action Code

import { parseObject } from "../../common/utils.mjs";
import klaviyo from "../../klaviyo.app.mjs";

export default {
  key: "klaviyo-add-member-to-list",
  name: "Add Member To List",
  description: "Add member to a specific list. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/add-members)",
  version: "1.0.0",
  type: "action",
  props: {
    klaviyo,
    list: {
      propDefinition: [
        klaviyo,
        "list",
      ],
    },
    profileIds: {
      propDefinition: [
        klaviyo,
        "profileIds",
      ],
    },
  },
  async run({ $ }) {
    const { response } = await this.klaviyo.subscribeProfiles({
      listId: this.list.value,
      data: parseObject(this.profileIds)?.map(({ value: id }) => ({
        type: "profile",
        id,
      })),
    });

    $.export("$summary", `${this.profileId} successfully added to "${this.list.label}"!`);
    return response.data;
  },
};

Action Configuration

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

LabelPropTypeDescription
KlaviyoklaviyoappThis component uses the Klaviyo app.
ListliststringSelect a value from the drop down menu.
Profile IdsprofileIdsstring[]Select a value from the drop down menu.

Action Authentication

Klaviyo uses API keys for authentication. When you connect your Klaviyo account, Pipedream securely stores the keys so you can easily authenticate to Klaviyo APIs in both code and no-code steps.

About Klaviyo

Email Marketing and SMS Marketing Platform

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