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 Klaviyo API

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

Add Member To List with Klaviyo API on New Activity from Satuit API
Satuit + Klaviyo
 
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Add Member To List with Klaviyo API on New Contact Created from Satuit API
Satuit + Klaviyo
 
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Add Member To List with Klaviyo API on New Opportunity from Satuit API
Satuit + Klaviyo
 
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Create New List with Klaviyo API on New Activity from Satuit API
Satuit + Klaviyo
 
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Create New List with Klaviyo API on New Contact Created from Satuit API
Satuit + Klaviyo
 
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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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Add Member To List with the Klaviyo API

Add member to a specific list. See the docs here

 
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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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Create New List with the Klaviyo API

Creates a new list in an account. See the docs here

 
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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 Klaviyo

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.

Connect Klaviyo

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    klaviyo: {
      type: "app",
      app: "klaviyo",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: ` https://a.klaviyo.com/api/accounts/`,
      headers: {
        "Authorization": `Klaviyo-API-Key ${this.klaviyo.$auth.api_key}`,
        "revision": `2023-12-15`,
      },
    })
  },
})