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 Microsoft Teams API

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

Create Business with Satuit API on New Channel from Microsoft Teams API
Microsoft Teams + Satuit
 
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Create Business with Satuit API on New Channel Message from Microsoft Teams API
Microsoft Teams + Satuit
 
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Create Business with Satuit API on New Chat from Microsoft Teams API
Microsoft Teams + Satuit
 
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Create Business with Satuit API on New Chat Message from Microsoft Teams API
Microsoft Teams + Satuit
 
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Create Business with Satuit API on New Team from Microsoft Teams API
Microsoft Teams + Satuit
 
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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 Channel from the Microsoft Teams API

Emit new event when a new channel is created within a team

 
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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 Channel Message from the Microsoft Teams API

Emit new event when a new message is posted in a channel

 
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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 Channel with the Microsoft Teams API

Create a new channel in Microsoft Teams. 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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List Channels with the Microsoft Teams API

Lists all channels in a Microsoft Team. 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 Microsoft Teams

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Connect Microsoft Teams

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    microsoft_teams: {
      type: "app",
      app: "microsoft_teams",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://graph.microsoft.com/v1.0/me`,
      headers: {
        Authorization: `Bearer ${this.microsoft_teams.$auth.oauth_access_token}`,
      },
    })
  },
})