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 Amazon SES API

Setup the Satuit API trigger to run a workflow which integrates with the Amazon SES API. Pipedream's integration platform allows you to integrate Satuit and Amazon SES remarkably fast. Free for developers.

Create Email Template with Amazon SES API on New Activity from Satuit API
Satuit + Amazon SES
 
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Create Email Template with Amazon SES API on New Contact Created from Satuit API
Satuit + Amazon SES
 
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Create Email Template with Amazon SES API on New Opportunity from Satuit API
Satuit + Amazon SES
 
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Get Email Template with Amazon SES API on New Activity from Satuit API
Satuit + Amazon SES
 
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Get Email Template with Amazon SES API on New Contact Created from Satuit API
Satuit + Amazon SES
 
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New Activity from the Satuit API

Emit new event when a new activity is created in Satuit. See the documentation

 
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New Contact Created from the Satuit API

Emit new event each time a new contact is created in Satuit. See the documentation

 
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New Opportunity from the Satuit API

Emit new event when a new opportunity is created in Satuit. See the documentation

 
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Create Business with the Satuit API

Creates a new business within the Satuit platform. See the documentation

 
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Create Email Template with the Amazon SES API

Create a HTML or a plain text email template. See the docs

 
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Create Dealflow with the Satuit API

Creates a new dealflow within the Satuit platform, setting up a new series of business interactions. See the documentation

 
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Get Email Template with the Amazon SES API

Get an email template. See the docs

 
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Find Contact By Email with the Satuit API

Searches for a specific contact within the Satuit platform using an email address as the key identifier. See the documentation

 
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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

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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 Amazon SES

Amazon Simple Email Service (SES) is a powerful cloud-based email sending service designed to help digital marketers and application developers send marketing, notification, and transactional emails. With the SES API, you can reliably send emails at scale, manage sender reputations, view email sending statistics, and maintain a high deliverability rate. Leveraging Pipedream's capabilities, you can integrate SES seamlessly into serverless workflows, automate email responses based on triggers from other apps, and analyze the effectiveness of your email campaigns by connecting to data analytics platforms.

Connect Amazon SES

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module.exports = defineComponent({
  props: {
    amazon_ses: {
      type: "app",
      app: "amazon_ses",
    }
  },
  async run({steps, $}) {
    const AWS = require("aws-sdk")
    const { accessKeyId, secretAccessKey } = this.amazon_ses.$auth
    
    const ses = new AWS.SES({
      accessKeyId, 
      secretAccessKey,
      region: 'us-east-1',
    })
    
    const sesParams = {
      Destination: {
        ToAddresses: ["<your email here>"],
      }, 
      Message: {
        Body: {
          Html: {
            Charset: "UTF-8", 
            Data: "<h1>This is a test</h1>",
          }, 
            Text: {
            Charset: "UTF-8", 
            Data: "This is a test",
          }
        }, 
        Subject: {
          Charset: "UTF-8", 
          Data: "Test email",
        }
      },
      Source: "<your from address here", 
    };
    
    this.resp = await ses.sendEmail(sesParams).promise()
  },
})