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.
Go to siteSatuit API Integrations
Build and run workflows using the Satuit API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.
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.
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}`,
},
})
},
})
Choose an API to Connect with Satuit API#
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Example Use Cases#
Automate Client Onboarding: Upon receiving a new client form submission from a website (like Typeform or Google Forms), use Pipedream to parse the submitted data and automatically create a new client record in Satuit.
Sync Email Campaign Responses: Connect Satuit with an email marketing service like Mailchimp via Pipedream. When a recipient opens an email or clicks a link, it triggers a Pipedream workflow that logs the activity in the Satuit CRM, helping you to keep track of engagement.
Daily Portfolio Reports: Set up a Pipedream scheduled workflow to generate daily portfolio reports from Satuit and send them to stakeholders via a messaging platform like Slack. This ensures that all relevant parties receive timely investment updates.
Popular Satuit Integrations#
Popular Satuit Triggers#
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
Emit new event when a new opportunity is created in Satuit. See the documentation
Popular Satuit 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
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:
- accessToken
POSThttps://auth.satuitcrm.com/oauth/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{custom_fields.client_id}}&client_secret={{custom_fields.client_secret}}&grant_type=password&username={{custom_fields.username}}&password={{custom_fields.password}} - refreshToken
POSThttps://auth.satuitcrm.com/oauth/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{custom_fields.client_id}}&client_secret={{custom_fields.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}