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 Node API

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

Run Node Code with Node API on New Activity from Satuit API
Satuit + Node
 
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Run Node Code with Node API on New Contact Created from Satuit API
Satuit + Node
 
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Run Node Code with Node API on New Opportunity from Satuit API
Satuit + Node
 
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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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Run Node Code with the Node API

Write custom Node.js code and use any of the 400k+ npm packages available. Refer to the Pipedream Node docs to learn more.

 
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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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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 Node

Develop, run and deploy your Node.js code in Pipedream workflows, using it between no-code steps, with connected accounts, or integrate Data Stores and File Stores.

This includes installing NPM packages, within your code without having to manage a package.json file or running npm install.

Below is an example of installing the axios package in a Pipedream Node.js code step. Pipedream imports the axios package, performs the API request, and shares the response with subsequent workflow steps:

Connect Node

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// To use previous step data, pass the `steps` object to the run() function
export default defineComponent({
  async run({ steps, $ }) {
    // Return data to use it in future steps
    return steps.trigger.event
  },
})

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