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 MongoDB API

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

Create Business with Satuit API on New Collection from MongoDB API
MongoDB + Satuit
 
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Create Business with Satuit API on New Database from MongoDB API
MongoDB + Satuit
 
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Create Business with Satuit API on New Document from MongoDB API
MongoDB + Satuit
 
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Create Business with Satuit API on New Field in Document from MongoDB API
MongoDB + Satuit
 
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Create Dealflow with Satuit API on New Collection from MongoDB API
MongoDB + 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 Collection from the MongoDB API

Emit new an event when a new collection is added to a database

 
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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 Database from the MongoDB API

Emit new an event when a new database is added

 
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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 New Document with the MongoDB API

Create a new document in a collection of your choice. 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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Delete a Document with the MongoDB API

Delete a single document by ID. 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 MongoDB

The MongoDB API provides powerful capabilities to interact with a MongoDB database, allowing you to perform CRUD (Create, Read, Update, Delete) operations, manage databases, and execute sophisticated queries. With Pipedream, you can harness these abilities to automate tasks, sync data across various apps, and react to events in real-time. It’s a combo that’s particularly potent for managing data workflows, syncing application states, or triggering actions based on changes to your data.

Connect MongoDB

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import mongodb from 'mongodb'

export default defineComponent({
  props: {
    mongodb: {
      type: "app",
      app: "mongodb",
    },
    collection: {
      type: "string"
    },
    filter: {
      type: "object"
    }
  },
  async run({steps, $}) {
    const MongoClient = mongodb.MongoClient
    
    const {
      database,
      hostname,
      username,
      password,
    } = this.mongodb.$auth
    
    const url = `mongodb+srv://${username}:${password}@${hostname}/test?retryWrites=true&w=majority`
    const client = await MongoClient.connect(url, { 
      useNewUrlParser: true, 
      useUnifiedTopology: true 
    })
    
    const db = client.db(database)

    const results = await db.collection(this.collection).find(this.filter).toArray();
    $.export('results', results);
    
    await client.close()
  },
})